Junior Investment Analyst

ABOUT THE ROLE  

We are seeking an analytical and detail-oriented Investment Analyst to conduct macroeconomic, sector, and company-level research, develop financial models, and generate investment recommendations across Egyptian capital markets. The role involves trading listed equities, monitoring and evaluating balanced investment portfolios across multiple asset classes, and preparing investment reports and market insights for clients and senior management. The candidate will also contribute to the development and quality assurance of the Ameen and Ameena customer-service chatbots, ensuring accurate, relevant, and compliant responses. The ideal candidate combines strong financial analysis and Excel modelling skills with knowledge of Islamic finance principles, portfolio performance measurement, and investment reporting. 

KEY RESPONSIBILITIES  

• Conduct macroeconomic, sector, and company-level research to identify investment opportunities in Egyptian capital markets. 

• Build financial models, perform valuation analysis, and conduct sensitivity analysis to support investment decisions. 

• Execute trades in listed equities and develop investment recommendations based on market research and analysis. 

• Support the development and monitoring of investment products across equities, fixed income, real estate, gold, and other precious metals. 

• Monitor the performance, risk, and benchmark returns of balanced investment portfolios. 

• Prepare investment notes, market insights, financial reports, presentations, and periodic investment updates for clients and senior management. 

• Monitor market developments and economic indicators to identify risks and opportunities. 

• Track and report the performance of investment portfolios using Excel models and performance attribution analysis. 

• Support the development, monitoring, and quality assurance of the Ameen and Ameena customer-service chatbots, ensuring responses are accurate, relevant, and compliant. 

• Ensure investment communications and published financial figures are accurate, clear, timely, and compliant with applicable regulations. 

•  Apply Islamic finance principles when assessing relevant investment products, including sukuk and other Sharia-compliant instruments. 

• Coordinate reporting deadlines and proactively identify issues, proposing solutions where necessary. 
• Provide guidance and support to junior analysts and contribute to the quality of the team's research and reporting. REQUIREMENTS  
• Bachelor's degree in economics, finance, or a related field; a background in Statistics is an advantage. 
• Minimum of 2 years of experience in investment analysis, equity research, or portfolio reporting, preferably within Egyptian capital markets. 
• Practical experience trading on the stock exchange. 
• Strong financial modelling and advanced Excel skills, including performance attribution, indexed growth series, and sensitivity analysis. 
• Knowledge of investment instruments, including equities, fixed income, sukuk, gold, and real estate. 
• Understanding of Islamic finance principles and Sharia-compliant investment products. 
• Fluency in Arabic and English, both written and spoken. 
• Experience leading, mentoring, or supervising junior analysts. 
• Strong analytical, quantitative research, and financial valuation skills. 
• Excellent report writing and presentation skills, with the ability to communicate investment findings to non-specialist audiences and senior management. 
• High attention to detail and accuracy when handling financial data and publishing investment reports. 
• Strong organizational and prioritization skills, with the ability to manage multiple deadlines.
• Preferred Qualifications 
• FMVA certification or CFA Level I or above. 
• Experience designing chatbot prompts, developing FAQ knowledge bases, or conducting conversational AI quality reviews. 
• Familiarity with financial trading terminals. 
• Understanding of Financial Regulatory Authority (FRA) regulations applicable to asset managers.