Executive Director, Financial & Investment Research

Role Overview

Executive Director, Financial & Investment Research at First Abu Dhabi Bank. The role is based within Global Private Bank – Product and Services and supports Global Private Banking clients.

Company Overview

First Abu Dhabi Bank (FAB) is the largest bank in the UAE and one of the world's largest and safest financial institutions. FAB offers a comprehensive range of personal and private banking services, including credit cards, Islamic banking, investments, loans, and mortgages. The organization is committed to excellence and innovation in delivering top-tier financial solutions.

Role Purpose

Provide investment research, financial analysis, and investment recommendations in support of First Abu Dhabi Global Private Bank and its clients. Conduct fundamental, macroeconomic, and market analysis across equity and fixed income markets to identify investment opportunities and risks, support portfolio construction and investment recommendations, and contribute to investment committee discussions. Produce investment research and market insights to support informed investment decision-making while maintaining high standards of analytical rigor and investment governance.

Key Responsibilities

Investment Research & Analysis

• Conduct macroeconomic, market, sector, and company-specific research across equity and fixed income markets.
• Produce country reports and analysis on markets as requested.
• Analyze financial statements, earnings reports, valuation metrics, and industry trends and developments.
• Develop investment views and recommendations to support various investment strategies.
• Identify and communicate emerging investment risks and opportunities across covered markets and sectors.
• Monitor market developments, economic trends, and geopolitical events impacting investment opportunities.

Investment Committee Support

• Prepare investment research and supporting materials for various committees including investment committee meetings.
• Present investment views, market updates, and investment recommendations to relevant forums.
• Support the ongoing review of investment strategies.

Research Management

• Produce research reports, investment notes, market commentaries, and investment presentations.
• Maintain research documentation and supporting records in accordance with internal governance requirements.

Regulatory & Governance Responsibilities

• Maintain the required CMA/SCA accreditation applicable to the role.
• Ensure research activities are conducted in accordance with internal policies, regulatory requirements, and applicable governance standards.
• Support regulatory inspections, audits, and information requests where required.

Framework, Boundaries & Decision-Making Authority

• Operate within the framework of FAB policies, investment governance standards, and applicable regulatory requirements.
• Provide investment recommendations and research views to support investment decision-making.
• Escalate material investment risks, conflicts, and governance matters through the appropriate channels.
• Support regulatory compliance and audit readiness activities relating to the licensed business.

Qualifications & Experience

Minimum Qualifications and Experience

• Bachelor's Degree or equivalent university qualification in Finance, Economics, Accounting, Business Administration, or a related discipline; and a minimum of three (3) years of experience in financial analysis or in the relevant fields.
• Diploma qualification or equivalent; and a minimum of eight (8) years of experience in financial analysis or in the relevant fields.

Alternative Qualifications and Experience

• Experience of at least three (3) years in financial analysis or related investment fields along with one of the following professional designations: Accredited Financial Analyst, Certified Investment Professional (CIP), Certificate in Quantitative Finance (CQF), or Chartered Financial Analyst (CFA).

Regulatory Requirements

• Satisfy the qualification, experience, accreditation, and ongoing competency requirements prescribed by the Capital Market Authority (CMA/SCA) for the function.
• Maintain all required regulatory approvals throughout employment.

Additional Information

FAB offers unique career choices, learning and development initiatives, training and skill development programs, and structured plans for recruitment and career progression. The organization maintains a performance-based culture and has structured progression plans for Emirati talent.