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26/08 Aneesh
Partner at SFOHIRE

Views:1315 Applications:276 Rec. Actions:Recruiter Actions:181

Analyst - Investment Support - Wealth Management (3-8 yrs)

Overseas/International/Dubai/Middle East Job Code: 843348

Summary

Our client is a family office located in Dubai, UAE. We are looking to fill a vacancy for a fulltime position supporting the Managing Director's Private Wealth Management office in the Investment Administrator role. As a key member of the family office team, the candidate will work closely with the Investment Committee to manage all Financial and Operational aspects.

Core Responsibilities

Portfolio Reporting

- Work closely with banks, intermediaries and other financial to communicate trades and transactions, source reports, statement of accounts and other relevant materials connected to investment operations.

- Maintain all necessary documents pertaining to the investments in the portfolio to satisfy all due diligence and compliance requirements.

- Calculate portfolio's NAV and track changes daily (for liquid investments).

- Prepare consolidated portfolio reports periodically and on an ad-hoc basis.

- Track cash balance and report rolling liquidity to the investment committee to facilitate investment planning.

Real Estate Investments & Administration

- Maintain real estate investment portfolio and finances.

- Conduct all legal and procedural formalities for rent/sale/purchase of the property.

- Prepare monthly, quarterly and annual reports.

Requirements

Education

- Graduate or MBA or MA with a specialization in Finance or Economics or Accounting.

Minimum Experience

- 5-Years for Graduates

- 3-Years for MBA / MA

- Majority work experience should be in either an Audit Firm, Bank or Financial Institution, preferable in backend or support role.

Technical Requirement

- MS Office. Specifically, Microsoft Excel (Intermediate level and above).

- Portfolio Reporting Software's

Language

- English (Level-3: Advanced/Proficient)

- Arabic (Advantageous but not a requirement)

Soft Skills

- Ethical: The incumbent will maintain discretion, as she/he is likely to work with sensitive and confidential information.

- Self-Driven: Ability to work independently and with ownership. The candidate will chart his/her path to grow within the team. He/She is ambitious and be willing to seek out additional responsibilities as they see fit.

- Analytical: Should be comfortable with numbers.

Salary

AED4,000.00 - AED7,000.00 per month (As per relevant experience)

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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