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Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
RESPONSIBILITIES
- Prepare monthly financial and investment reporting packages, reconciliations, and cash flow statements for family members.
- Update and reconcile family office systems against bank and custodian statements, ensuring accuracy and data integrity.
- Monitor and review account activity, including investment income, fees, and cash movements.
- Support investment operations, including subscription documentation, account openings, wire transfers, and related administrative tasks.
- Consolidate asset allocation tables across entities and maintain up-to-date investment records.
- Assist in investment analysis and due diligence by gathering data, preparing reports, and supporting decision-making processes.
- Contribute to the preparation of ad-hoc investment presentations, portfolio reviews, and performance analysis.
- Maintain organized documentation and ensure confidentiality of sensitive financial and investment information.
Desired Candidate Profile
Language Proficiency
- Fluency in English and Arabic.
- Fluency in French is a plus.
Technical Skills
- Proficiency in MS Office.
- Familiarity with financial reporting tools/software (e.g., Masttro) is a plus.
EDUCATION
Bachelor s degree in Finance, or Accounting, or Economics, or a related field.
EXPERIENCE
Zero to two years of experience in Finance, or Accounting, or Asset Management, or a similar role.
Company Industry
- Retail
Department / Functional Area
- Finance
- Treasury
Keywords
- Investment Analysis Associate
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