Investments Financial Analyst | PLUM JOBS

A well-known and well-reputed Company based in Dubai, United Arab Emirates is looking for an experienced, skilled, competent, mature, capable, efficient, qualified, creative, and intelligent candidate with significant competency, good knowledge, and relevant working experience for the position of “Investments Financial Analyst”.

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Company Name PLUM JOBS

Job Requirements and Benefits:-

Qualification  Masters Degree | Bachelors Degree | CPA | ACCA  
Experience 4 – 5  years of Relevant Experience Required
Monthly Salary 5,000 AED – 7,000 AED  
Employment Type Full Time | Permanent
Company Size 100 – 500 Employees
Benefits Medical Insurance | Performance-based Increments
Location Dubai

About the job

Our client is a well-established family office based in Dubai with a strong track record in real estate development and global proprietary investments.

The business focuses on equity markets and fixed income products, structured products and derivatives and VC and PE investments.

The successful candidate will be responsible for managing all financial activities to optimize investment funds’ margin, cash, liquidity management.

Role Summary

  • Finalization of accounts to manage daily accounting activities and ensure that all bank and customer statements are reconciled.
  • Prepare cashflow reports and analysis.
  • Coordinate with banks, wealth and fund managers to execute timely fund transactions and maximize investment opportunities.
  • Prepare financial dashboards and metrics; prepare financial reports and analysis.
  • Prepare investment returns analysis reports and make recommendations on alternative investment options based on maturity profiling, interest and exchange rates and stock market trends.

Mandatory Skills & Experience

  • 7+ years in investment portfolio finance and
  • Deep knowledge of financing markets and investment portfolio finance – market instruments such as bonds, derivatives, structured products, money market instruments, margins, funding, fixed income, equity and FX across all underlying products and security types.
  • Strong commercial and financial acumen and data analysis skills to track and analyze investment portfolios; ability to synthesize large amounts of data, calculate metrics and create reports for further analysis.
  • Advanced skills in Microsoft Excel and Power BI.
  • UAE driving license is mandatory.

Education

  • Bachelor’s degree in Finance or Accounting
  • Chartered Accountancy or Chartered Financial Analysis

Candidate Profile

  • Currently living in the United Arab Emirates – must be able to live and work in Dubai.
  • Fluent in English.
  • Excellent interpersonal and presentation skills with the ability to communicate effectively.

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Accounting & Finance, UAE