Job Title: Research & Investment Associate
Employed by: Smart Support Company (assigned to one of its clients)
Location: Nasr City, Cairo, Egypt
Position Overview:
We are seeking a rigorous and intellectually curious Research & Investment Associate to support investment research, market intelligence, regulatory analysis, and due diligence across a broad set of mandates spanning Saudi Arabia, the GCC, and global markets. The role requires the ability to synthesize large volumes of information into clear, decision-ready outputs, and to work independently from brief to deliverable with limited oversight. Full fluency in Arabic and English is essential.
Key Responsibilities:
Investment Research & Market Intelligence
- Conduct sector, thematic, and company-level research across public and private markets in Saudi Arabia, the GCC, and globally.
- Track institutional investor positioning, fund manager surveys, and sell-side strategist views across major equity and fixed income markets.
- Monitor capital markets developments, including Tadawul activity, sukuk issuance, and regulatory updates from CMA and SAMA.
- Prepare market intelligence briefs, sector overviews, and comparative analyses for advisory and investment mandates.
Due Diligence & Deal Support
- Support financial and commercial due diligence on investment opportunities, including private credit, sukuk, and equity mandates.
- Research and profile target companies, fund managers, and counterparties as part of investment screening and selection processes.
- Compile and analyze data from financial statements, fund factsheets, and regulatory filings.
- Prepare first-draft due diligence memoranda, investment summaries, and manager assessment reports.
Reporting & Knowledge Management
- Maintain research libraries, deal trackers, and institutional knowledge bases across active mandates.
- Produce bilingual (Arabic and English) research notes, briefing documents, and executive summaries.
- Support the preparation of board presentations and committee papers that draw on research outputs.
Qualifications & Requirements:
Education: Bachelor's degree in Finance, Economics, Accounting, or a related field.
Certificates: Professional qualifications in finance or investment (CFA, CAIA, or equivalent) are preferred. Recognized financial modeling certifications (FMVA or similar) are a plus.
Experience: 7+ years in investment research, asset management, sell-side research, financial advisory, or a related field in the GCC.
Technical Skills: Proficiency in Excel for data analysis and financial summary work; experience with institutional data platforms (Morningstar, Bloomberg, S&P, or equivalent) is an advantage.
Language: Full professional fluency in Arabic and English — written and spoken — is required. The ability to produce polished research output in both languages is a core expectation of the role.
Key Competencies:
- Fast, accurate synthesis of complex information from multiple sources into clear and usable outputs.
- Strong independent judgment — able to prioritize, structure, and execute research tasks without constant direction.
- High standard of written communication in Arabic and English, including formal research notes and executive-level briefings.
- Intellectual curiosity and comfort operating across diverse asset classes and market contexts.
- Reliability, discretion, and professionalism in handling confidential client and transaction information.
