Requirements
Candidates must possess a Bachelor's degree in Finance, Economics, Investment, or Accounting, with a Master's degree preferred. A minimum of 5-8 years of experience is required in asset, portfolio, or wealth management, equity research, corporate finance advisory, or investment banking. Essential skills include a strong command of accounting, financial analysis, capital markets, financial modelling, valuation, opportunity appraisal, and performance measurement. Eligibility for registration with the Qatar Financial Markets Authority and completion of CISI certifications within 12 months are mandatory.
Description
Job Brief:The Group is seeking a Financial Advisor to provide investment advice across portfolio management, investment opportunity appraisal, market-making strategy, and offering and listing decisions. The role delivers in-depth financial analysis and data-driven recommendations that grow client and Group assets on a risk-adjusted basis and operates strictly within the license and authorities approved by the Qatar Financial Markets Authority.Responsibilities:Build and maintain client investment plans: profile objectives, investment horizon, liquidity needs and risk tolerance; advise on asset allocation and suitable products; document the rationale for every recommendation; and review plans periodically against long-term goals.Monitor portfolio performance against benchmarks, recommend rebalancing when required, review fees, liquidity and product suitability, and issue periodic reports to clients and management.Conduct fundamental analysis of financial statements, sectors, debt structures, cash flows and competitive positioning, and build DCF and multiples-based valuation models to estimate fair value.Source investment opportunities by tracking markets, news flow and promising sectors, and assess the feasibility, risk profile and fit of each opportunity to client objectives.Prepare investment memoranda covering the thesis, catalysts, valuation, risks and final recommendation; track positions after execution and revisit assumptions when conditions change.Measure risk-adjusted performance and produce attribution analysis across allocation, security selection, timing and fees, with clear recommendations for improvement.Advise on market-making strategies: give a technical view on pricing quality, liquidity and depth, monitor programme results, and coordinate with Trading and Compliance to refine the strategy.Support offering and listing mandates: advise on listing timing based on market conditions and issuer readiness, recommend pre-offering improvements to financial ratios, assess governance readiness, and contribute to the data room, due diligence, prospectus, valuation and pricing, and responses to regulator comments.Carry out all advisory activity in line with QFMA regulations and internal policy, observing information barriers, client confidentiality and conflict-of-interest requirements.Requirements:Bachelor's degree in Finance, Economics, Investment or Accounting; a Master's degree in a related field is preferred.[5–8] years of experience in asset, portfolio or wealth management, equity research, corporate finance advisory or investment banking.Strong command of accounting, financial analysis and capital markets, with a proven track record in financial modelling, valuation, opportunity appraisal and performance measurement.Eligibility to be registered and approved by the Qatar Financial Markets Authority, and completion of the two CISI certifications required by the QFMA within [12] months of appointment.CFA charter or active progress through the programme, and certifications in financial modelling and valuation, are preferred.Experience in the Qatari or wider GCC markets, including offerings and listings, is preferred.Advanced Excel and working proficiency with Bloomberg or an equivalent market data platform.Professional fluency in Arabic and English, written and spoken.Analytical and strategic thinker, able to form a clear, data-based technical view and defend it before clients, investment committees and the board.High standards of integrity, discretion and regulatory awareness in handling confidential and price-sensitive information.