Senior Financial Officer (Investments)

About the role

A Senior Financial Officer is sought to support the management of a diversified investment portfolio in Dubai. The role involves analysing investment opportunities, coordinating with private banks and investment advisors, and ensuring that investment activities are executed, monitored and reported accurately. The incumbent works directly with the Managing Director, who holds final authority over investment decisions.

Key responsibilities

• Support the implementation of the approved investment strategy, conduct market research and review investment proposals and financial products, and prepare recommendations for the Managing Director.
• Monitor portfolio performance, asset allocation, liquidity, maturities and cash flow, and prepare regular performance and cash position reports.
• Liaise with private banks, wealth managers, brokers and investment advisors; process placements, renewals, redemptions and transfers and follow up on pending transactions.
• Maintain investment records, transaction registers and maturity schedules, complete KYC documentation and comply with internal policies and regulatory requirements.
• Identify significant market and portfolio risks and coordinate with auditors and external service providers as required.
• Support strategic initiatives and reports assigned by the Managing Director.

Required profile

• Bachelor's degree in Finance, Economics, Accounting, Business Administration or a related discipline.
• 5-8 years of experience in investment management, private banking, wealth management, treasury or a family office; experience with high-net-worth individuals or family offices is highly preferred.
• Strong knowledge of investment products such as fixed income, fixed deposits, bonds, equities, mutual funds, ETFs, structured products and alternative investments.
• Professional qualifications such as CFA, CAIA, CPA, ACCA or an MBA are an advantage.
• Excellent communication, relationship management and organisational skills, with a high level of integrity, discretion and confidentiality.

Required skills

• Advanced proficiency in Microsoft Excel, Word and PowerPoint.
• Core competencies: investment analysis, portfolio monitoring, financial reporting, risk awareness, banking and relationship management, strategic thinking and attention to detail.