Senior Associate

Equiti is a pioneering fintech firm and world-class provider of multi-asset fintech products - from liquidity solutions to in-house tech hubs to online trading platforms. With over 400 global specialists in 9 languages, Equiti provides clients with access to individual, professional, and institutional brokerage services in Europe, the Middle East, and Africa.

At Equiti, we believe that financial opportunities can unlock potential for everyone, everywhere. We’re on a mission to deliver accessible online trading products around the world through education and accessibility.

Think finance is stuffy? Think again.

"At Equiti, we’re building fintech with a purpose: making wealth tools accessible to everyone. As we continue to grow, we’re seeking talented individuals who thrive in innovative environments. , and we are on the lookout for talented individuals who can perform and excel in a dynamic and innovative working environment. Our Asset Management department would like to welcome a detail-oriented.

Senior Associate in our office in Dubai

This role supports the ongoing oversight and development of a multi strategy investment platform, covering both third party fund selection and internally managed portfolios and strategies.

The individual will be responsible for monitoring performance, analyzing portfolio positioning, assessing risk, contributing to portfolio construction and allocation decisions, and directly managing or co-managing internal investment strategies.

The role requires prior portfolio management or direct investment decision making experience, enabling the individual to interpret investment strategies, challenge assumptions, and contribute meaningfully to investment outcomes across the platform.

Responsibilities

Investment Oversight and Performance Analysis

• Conduct detailed performance analysis and attribution across all funds on the platform shelf
• Assess consistency of returns relative to benchmarks and peers across equity, fixed income, multi asset, and alternative strategies
• Identify performance drivers and sources of risk at the fund and portfolio level
• Monitor ongoing alignment between fund positioning and stated mandates across the feeder fund universe

Portfolio Management and Internal Strategies

• Support portfolio construction and strategic asset allocation decisions across the platform
• Contribute to tactical allocation discussions informed by macroeconomic and market developments
• Evaluate trade offs across asset classes, geographies, and strategies within the multi asset framework
• Manage or co manage internal portfolios and strategies, including shadow portfolios and proprietary funds
• Provide input into positioning for the target risk advisory models underpinning the platform
• Execute rebalancing and allocation changes as directed by the Head of Asset Management

Risk and Style Monitoring

• Monitor volatility, drawdown, and factor exposures across the fund shelf and internal portfolios
• Identify style drift, unintended concentration risk, and deviations from stated mandates
• Assess portfolio balance and risk contribution at the strategy and aggregate level
• Provide forward looking risk insights to support allocation and oversight decisions

Portfolio and Holdings Analysis

• Analyse holdings level data and allocation shifts across funds and internal portfolios
• Evaluate alignment between portfolio positioning and stated investment strategy over time
• Track changes in sector, geographic, and factor exposures across market cycles
• Contribute to due diligence by grounding analysis in security selection and bottom up positioning

Manager Oversight and Engagement

• Engage with third party fund managers as a credible and informed investment counterpart
• Challenge portfolio positioning, strategy consistency, and investment decision making in manager interactions
• Prepare detailed questions and investment insights ahead of manager meetings and due diligence calls
• Assess quality and consistency of manager decision making over time and across market environments

Platform Level Investment Intelligence

• Maintain and develop internal dashboards covering performance, risk, positioning, and cost analysis
• Evaluate share class efficiency, fee structures, and total cost of ownership across the fund shelf
• Support fund selection and comparative analysis across managers for new fund onboarding
• Contribute to the development of investment views, house positioning, and thematic research

Governance, Reporting, and Regulatory Alignment

• Prepare investment committee materials, portfolio reviews, and board level reporting
• Maintain documentation and reporting aligned with SCA regulatory requirements and governance standards
• Support prospectus preparation, cell supplement reviews, and regulatory submissions where applicable
• Ensure all investment activity is documented in line with the governance framework

Skills & Competencies

Technical Skills

• Deep understanding of strategic and tactical asset allocation, portfolio construction, and risk budgeting
• Strong capability in performance attribution, factor analysis, and risk decomposition
• Ability to interpret holdings level data, exposure analysis, and portfolio analytics
• Proficiency in Bloomberg and similar investment platforms
• Advanced Excel required for financial modelling, performance tracking, and scenario analysis
• Python, SQL, or similar data tools preferred for automation and analytics

Competencies

• Strong investment judgment and independent thinking with the ability to form and defend views
• Ability to engage with and challenge portfolio managers with credibility and substance
• Clear and structured articulation of investment views in both written and verbal form
• High ownership, accountability, and comfort operating in a lean, fast moving team
• Strong communication skills with the ability to translate complex investment concepts into accessible language

Experience Requirements

• 5 to 8 years of experience in asset management, institutional investing, or portfolio management
• Prior experience in portfolio management, co-management, or direct investment decision making is essential
• Demonstrable experience across multi asset portfolios, fund selection platforms, or fund of funds structures
• Familiarity with UCITS, SICAV, or similar regulated fund structures is highly preferred
• Experience working with global custodians, fund administrators, and transfer agents is an advantage
• CFA Level III candidate preferred
• Relevant graduate degree in finance, economics, or a related discipline is an advantage

Perks

Each of our offices has its special perks; be it ‘no ties’, free lunches, charity events, or a hybrid work policy – but whenever you walk into an Equiti office, you’re sure to see a friendly face. We encourage international collaborations and always keep our eyes open to how we can do more.

The benefits you can expect at your Equiti workplace include:

• Competitive salary package
• Performance-based bonus
• Medical insurance coverage for employees and family members
• Smart working options
• Employee wellness initiatives
• Personalized career development
• Company lunch in the office
• Regular company events

With energy, drive, and imagination, there’s no limit to where your career can go at Equiti. With a diverse workforce and geographical spread of offices, we strongly support career development initiatives as well as provide a range of opportunities for professional and life experiences.

Equiti is an equal opportunity employer.

“Equiti” refers to a group of companies consisting of seven regulated financial services companies licensed to operate in the respective jurisdictions of their incorporation, in addition to our tech and marketing hubs. Equiti has presence in Africa, Europe, and the Middle East.