A US investment company seeks a remote Investment Analyst in Amman, paying up to JOD 2,000 monthly on a Washington-aligned schedule.
Role and working arrangement
- A technical, non-client-facing role supporting investment funds and managed accounts alongside portfolio managers, advisers, compliance and external providers.
- Work remotely from Amman, five days on the agreed Washington/US-aligned schedule, with pay up to JOD 2,000 per month.
Research and investment duties
- Research prospective investments and holdings through financial statements, business models, competition, valuation and risks; maintain models, monitor developments and prepare investment memoranda, profiles and presentations.
- Apply initial and ongoing approved Shari’ah, ethical and values-based screens covering activities, revenue, leverage and ratios; calculate purification, document results and escalate exceptions.
- Maintain performance systems and accurate portfolio, benchmark, transaction and cash-flow data, producing attribution, factor-exposure and risk-adjusted return reports.
- Monitor concentrations, cash and tracking error and investigate reporting differences.
- Support annual GIPS verification with reconciled records and responses under management supervision, improving calculations, reporting and data quality.
- Prepare trade files, allocations and rebalancing analyses under authorized instructions; enter or execute approved securities trades only when specifically authorized through approved systems.
- Track orders, cash, allocations and settlement, preserve records and escalate discrepancies; review shareholder, daily fund and related investment reports.
- Perform assigned compliance tests and due diligence, recording findings and coordinating follow-up.
- Prepare investment-committee research and presentations, record approved decisions, track actions, answer US-team queries and research institutional/high-net-worth portfolios while improving tools and workflows.
Required qualifications
- At least two years of experience, ideally three to five, in investment analysis, equity research, asset management, portfolio analytics, investment banking or a related area; corporate-finance candidates must show transferable investment research and modelling skills.
- Bachelor’s in finance, economics or a related quantitative field, advanced Excel/modelling, and understanding of financial statements, US GAAP, valuation and investment performance.
- Data reconciliation and clear analytical communication, with experience using Morningstar Direct, Workspace, Bloomberg, FactSet, S&P Capital IQ or comparable platforms; portfolio accounting, reporting or trading systems are useful.
- Fluent Arabic and near-native written/spoken English; research, models, formal reports and US-team communication are in English.
- Critical thinking, precision, organization, integrity, follow-through, competing-deadline management, confidentiality, openness to feedback and procedural discipline.
- A dedicated quiet home workspace, reliable high-speed internet and backup power/connectivity, with consistent US-aligned availability.
Preferred qualifications and application
- CFA charter or active programme enrollment, CMA or a relevant MSc/MBA is preferred.
- Islamic finance, AAOIFI screening, purification, GIPS verification, attribution and US mutual-fund/ETF experience are advantages.
- The end employer is unnamed. Reference JOR-456, posted 19 September 2026 without a stated closing date. Apply through the original vacancy form.