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As an Analyst within the Investment Advisory department, you will be a key player in supporting the VP - Strategy & Investment Management to manage key clientele and analyse different asset classes
In this role, you will play a crucial role in carrying out the business activities ensuring that the needs of clients are met, covering all aspects of client on-boarding, client servicing, account maintenance and administrative assistance. You will also act as the primary POC for Client Advisors for all operational requests by liaising with cross-functional teams such as Investment Advisory, Investment Strategy, Client Operations, and Salesforce team.
The Client Advisor will play an integral role in building and managing client relationships and ensuring they have best-in-class investment advisory services and wealth and portfolio management capabilities. The position will also be responsible for new business development and sourcing new relationships - building investment opportunities as well as growing existing business relationships, assuring a holistic and seamless client experience.
The role reporting to the Director, will be responsible for driving the portfolio review Committee's activities, managing performance analytics at portfolio and investment levels, and advising the leadership team on portfolio strategy.
The role, based in Abu Dhabi, within the portfolio strategy team would report to the Senior Vice President, looking at investments across geographies and asset classes. You will be involved in the development and implementation of the portfolio's capital allocation strategy.
As an Associate/Senior Associate in the Capital Solutions Team, you will play a pivotal role in supporting the team's strategic initiatives
Senior Analyst/Junior Associate
Investments professional specialising in hospitality assets
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