Financial Analyst (Investment Operations)

Description

The Financial Analyst is responsible for assisting with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research/analysis as may be required by the management.

Operational Responsibilities

Market and Industry Analysis:

• Work on gathering data, analyzing, and reporting on the state of existing investments and the total portfolio.
• Assist team members with investment analysis, including research on investment organizations, people, investment strategies, and geographical markets, as well as specific companies and portfolios of companies, industries, and investment structures.
• Make contributions to written investment analyses that demonstrate curiosity, rigor, thoroughness, and creativity.
• Supporting the operations of the endowment, including assisting with managing and organizing data and notes.
• Various other custom research and analytical projects focused on the overall Endowment portfolio, specific managers, and asset classes.
• Collaborate with the key constituents at University, including staff, faculty, and student groups.
• Provide meaningful, actionable analysis in support of investment decisions across a broad range of topics.

Due Diligence and Evaluation:

• Prepare for and participate in due diligence meetings with current and prospective investment managers.
• Keep updated with all aspects of due diligence on new investments (business analysis, industry thesis, competitive landscape, business/pricing model, detailed financial analysis and financial modeling / deal structuring)
• Ensure compliance with regulations and reporting requirements
• Coordinate the correction of account balances, resolve funding issues and maintains proper accounting controls and procedures.
• Develop all types of financial model including financial projections, valuations and other equity valuation models
• Prepare feasibility studies for new projects / brands

Portfolio Management:

• Coordinate major financial reporting and budgeting activities.
• Assist in the preparation of monthly variance analysis of operating results and coordinates the preparation of monthly/quarterly financial forecasts.
• Read/review business plans and pitch decks
• Consolidate and analyze financial data (budgets, income statement forecasts etc.) taking into account Institution’s goals and financial standing
• Identify trends, advise and recommend actions to a senior financial analyst based on sound analysis
• Conduct ad-hoc financial analysis as and when requested by the  Management
• Adhere to the University's information security and confidentiality policies and procedures, and report breaches or other security risks accordingly
• Coordinate with other departments to facilitate the accomplishment of tasks and responsibilities, as and when needed
• Perform any other tasks assigned by the Line Manager

Qualifications  

Required Qualifications

• A Bachelor's degree in business or finance, CFA or MBA/MSc is preferable.
• The FMVA (Financial Modeling and Valuation Analyst) certification, or an equivalent, would be valued

Required Experience

• Expats: A minimum of 5 years of relevant experience.
• UAE Nationals: A minimum of 1 year of relevant experience

Experience in investment banking, deal advisory within a Big 4 firm or well-reputed Consulting Firms is strongly appreciated.

Should you require further assistance or if you face any issue with the online application, please feel to contact the Recruitment Team (recruitmentteam@ku.ac.ae).

Primary Location: Abu Dhabi UAE
Job: Analyst
Schedule: Regular
Shift: Standard
Job Type: Full-time