Investment Analysis Associate Azadea

Employer Active

Posted 7 hrs ago

Experience

0 - 2 Years

Job Location

Lebanon - Lebanon

Education

Bachelor of Science

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

Department / Functional Area

Keywords

  • Investment Analysis Associate

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