Senior Financial Analyst

3 weeks ago


Dubai, United Arab Emirates PLUM JOBS Full time
Our client is a well-established family office based in Dubai with a strong track record in real estate development and proprietary global investments. The investments are across equity, fixed income, structured products, derivatives and VC and PE.

The successful candidate will manage all financial activities and support optimizing investment funds' margin, cash and liquidity management.

Candidates must be a Chartered Accountant or CFA with deep experience of financial investments, instruments, markets and regulatory requirements with a strategic mindset, and the ability to navigate the complex financial landscape of a family office.

Role Summary

Financial Instrument Expertise

  • Identify low performing investments and track significant events related to investments, such as maturity profiling, changes in interest and exchange rates and market fluctuations.
  • Prepare investment returns analysis reports on alternative investment options based on maturity profiling, interest and exchange rates and stock market trends.

Cash Flow Management

  • Oversee the finalization of accounts to manage daily accounting activities and ensure that all bank and customer statements are reconciled.
  • Prepare financial statements and regulatory reporting of investment funds for GAAP and IFRS.
  • Develop and maintain detailed cash flow models to ensure accurate forecasting and liquidity management.
  • Demonstrate a deep understanding of various financial instruments, including but not limited to equities, fixed income, derivatives, and alternative investments
  • Monitor cash positions and make informed recommendations to optimize cash utilization.
  • Cash flow management and fund treasury – optimizing working capital, managing bank accounts and maintaining banking relationships.

Management Dashboards & Reporting

  • Prepare and analyze periodic financial reports, ensuring accuracy, completeness, and compliance with relevant accounting standards.
  • Provide insightful commentary on financial performance, identifying key drivers and trends.
  • Design, implement, and update management dashboards to provide a comprehensive overview of the family offices financial health.

Funds Management

  • Oversee the efficient deployment and management of funds, ensuring compliance with investment policies and guidelines.
  • Work closely with investment advisors, wealth managers and fund managers to optimize portfolio performance.
  • Prepare investor reports, capital statements and annual audited financial statements.
  • Prepare analysis on portfolio valuations – portfolio optimization, risk analytics, performance attribution, and risk/liability management.
  • Track significant events related to investments, such as maturity profiling, changes in interest & exchange rates, research/analysis on investments.
  • Control the investment closing process for illiquid assets focusing on the functions of finance, treasury, accounting and reporting.

Compliance and Risk Management

  • Ensure compliance with financial regulations, reporting requirements, and internal policies.
  • Identify and mitigate financial risks, implementing appropriate controls and measures.

Mandatory Skills & Experience

  • 10+ years finance management experience in investment portfolio finance and Middle office fund finance operations management and administration for fixed income securities and derivatives and including corporate finance, investment banking, venture capital and private equity investments.
  • In-depth experience of financial instruments and market collation, analysis and reporting of client and portfolio performance.
  • Knowledge and understanding of 1st order interest rate risk (duration, curve) and familiarity with yield curves.
  • Previous experience in venture capital / private equity as a fund accountant with strong fund administration skills - hedge funds, illiquid assets, bonds, waterfall calculation; LDS (Loan Documentation Standards) and BRR (Borrower Risk Rating), LGD (Loss Given Default) methodologies.
  • Expertise in market instruments such as bonds, derivatives, structured products, money market
  • Instruments.
  • Strong commercial and financial acumen, quantitative and qualitative 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 proficiency in Microsoft Excel, SQL, Power BI; ability to program in VBA is a definite plus.
  • UAE driving license is mandatory.

Qualifications

  • Chartered Accountancy (ACA) or Chartered Financial Analysis (CFA)

Candidate Profile

  • Currently living in the United Arab Emirates - must be able to live and work in Dubai - candidates living outside of Dubai will not be considered.
  • Fluent in English.
  • Excellent interpersonal and presentation skills with the ability to communicate effectively.


  • dubai, United Arab Emirates Senior Business Full time

    Senior Business Analysts Manager Jobs In DubaiJob Responsibilities:Utilizes analysis skills and consults with NEOM The Line Middle and Senior Management, and Project Managers to translate business requirements and processes into solutions by developing requirement specifications, use cases, and scope.Presents recommended solutions, scope, budget, and...


  • dubai, United Arab Emirates Talent Zone Consultants Full time

    Job openings for financial analyst in united arab emiratesJob Title: Senior Finance Analyst (Semi-Government) - SharjahJob Description:As a Senior Finance Analyst in a semi-government organization based in Sharjah, you will be responsible for overseeing and managing various financial activities to ensure efficient and effective financial operations. You will...

  • Financial Analyst

    4 weeks ago


    Dubai, United Arab Emirates Funnel experts properties LLC Full time

    A Financial Analyst gathers financial data and performs quantitative analyses to help companies make informed decisions about their investment and financial strategies. They analyze financial statements, market trends, and economic indicators to assess the performance of investments and identify potential risks and opportunities. Financial Analysts also...


  • dubai, United Arab Emirates Interlink HR Consultancy Full time

    Job Summary Our finance and treasury functions are operated to international standards, and are audited annually by globally renowned accounts and advisors. This helps to ensure that every element of our retail operation is of the highest calibre.Strong financial resources, high standards of financial controls and management through a centralised financial...

  • Financial Analyst

    4 weeks ago


    Dubai, United Arab Emirates GRAND STORES LLC Full time

    Bachelor’s degree in Finance, Accounting or related field - Experience : 4-5 years in the position financial analyst in UAE - Required Skills: Strong analytical skills, Experience with PowerBI - Excellent communication and presentation skills - Location: Dubai - Age : Below 40 years **Duties & Responsibilities** - Conduct financial analysis and...

  • Financial Analyst

    2 hours ago


    Dubai, United Arab Emirates GRAND STORES LLC Full time

    Bachelor’s degree in Finance, Accounting or related field - Experience : 4-5 years in the position financial analyst in UAE - Required Skills: Strong analytical skills, Experience with PowerBI - Excellent communication and presentation skills - Location: Dubai - Age : Below 40 years **Duties & Responsibilities** - Conduct financial analysis and...

  • Financial Analyst

    4 weeks ago


    Dubai, United Arab Emirates Seven Medical Full time

    **Job brief** We need a Financial Analyst who can provide us precise, factual data regarding the profitability, solvency, stability, and liquidity of the company. You will put together reports, track financial movements, and do research and analysis on financial data to support the company's decision-making process. **Responsibilities** - Consolidate and...

  • Financial Analyst

    4 weeks ago


    Dubai, United Arab Emirates invest corp Full time

    Job Description: Summary: Key Responsibilities: - Conduct financial analysis to support business planning and decision-making processes. - Prepare detailed financial forecasts, budgets, and reports. - Monitor and analyze financial performance against budget and forecast. - Identify key financial trends and recommend actions to improve financial...

  • Research Analyst

    4 weeks ago


    Dubai, United Arab Emirates Century Financial Full time

    **Organization Overview** Century Financial is one of the UAE’s pioneering financial services company specializing in investments and trading in financial instruments like currencies, indices, shares, commodities, treasuries, and ETFs, along with exchange-traded derivatives. We are looking for a Research Analyst to join our dynamic Research team. **Role...


  • dubai, United Arab Emirates Agility Ventures Full time

    At Agility, we believe in fostering a culture where talent thrives, and strategic decisions fuel progress. As a Financial Analyst, you'll play a central role in shaping the financial narrative of our organization, working alongside visionary leaders who value your expertise. Job Brief:   We are seeking a skilled Finance professional to spearhead budgeting,...


  • dubai, United Arab Emirates Stantec Full time

    Senior Financial Analyst Jobs In Dubai UAE 2023 | StantecFor More Top Organization Jobs Click HereDescription:A Financial Analyst helps companies and teams make the most of their finances. They provide guidance and advice on how much they should invest in stocks or bonds. They also assess which investments could bring the optimal return for their...

  • Financial Analyst

    4 weeks ago


    dubai, United Arab Emirates Nathan HR Human Resources Full time

    Our client is a well-known reputed Group of companies. They specialize in providing services across verticals such as technology, automobile, and FMCG.They are looking for a Financial Analyst who will be part of the corporate finance department and will be directly reporting to the Finance Manager for the Dubai location.Key Responsibilities:Financial...

  • Financial Analyst

    7 days ago


    Dubai, United Arab Emirates NSV Automotive Full time

    Financial Analyst is responsible for tracking a company's financial performance against a plan, analyzing business performance and market conditions to create forecasts, and helping senior management make tactical and strategic decisions by providing periodic reports. **Responsibilities** MIS and Reports Management - Prepare and generate key reports such...

  • Financial Analyst

    4 weeks ago


    Dubai, United Arab Emirates Nathan HR Human Resources Full time

    Our client is a well-known reputed Group of companies. They specialize in providing services across verticals such as technology, automobile, and FMCG. They are looking for a **Financial Analyst** who will be part of the corporate finance department and will be directly reporting to the Finance Manager for the **Dubai** location. **Key...

  • Financial Analyst

    3 weeks ago


    dubai, United Arab Emirates TGC Middle East Full time

    The job posting is outdated and position may be filledConsolidate and analyze financial data (budgets, income statement forecasts etc) taking into account company’s goals and financial standingProvide creative alternatives and recommendations to reduce costs and improve financial performanceAssemble and summarize data to structure sophisticated reports on...


  • Dubai, United Arab Emirates Black Pearl Consult Full time

    Conduct opportunity identification, feasibility assessmentDrafting information memorandums and due diligence reportsPerform valuation using various methods including: comparable companies, comparable transactions, discounted cash flow and internal rate of returnPrepare research reports for management and clients upon requestResearch, summarize and compile...

  • Financial Analyst

    4 weeks ago


    Dubai, United Arab Emirates Quanterra Group Full time

    We are seeking a highly motivated and analytical individual on behalf of our client to join them as a Financial Analyst / Real Estate Analyst. You'll play a crucial role in providing financial analysis and insights to support their real estate investment decisions. Your primary focus will be on leveraging your advanced Excel skills and financial expertise...


  • dubai, United Arab Emirates IKEA Careers Full time

    Senior Financial Analyst Jobs in Dubai UAE 2023 | IKEA CareersFor More Top Organization Jobs Click HereDescription:The Senior Financial Analyst will coordinate and participate in the design, testing, implementation, and review of complex manual and automated financial and accounting systems and processes.Job ResponsibilitiesVolume trend and product mix...


  • dubai, United Arab Emirates Black Pearl Consult Full time

    Conduct opportunity identification, feasibility assessmentDrafting information memorandums and due diligence reportsPerform valuation using various methods including: comparable companies, comparable transactions, discounted cash flow and internal rate of returnPrepare research reports for management and clients upon requestResearch, summarize and compile...

  • Sr Financial Analyst

    3 weeks ago


    Dubai, United Arab Emirates Black Pearl Consult Full time

    Conduct opportunity identification, feasibility assessmentDrafting information memorandums and due diligence reportsPerform valuation using various methods including: comparable companies, comparable transactions, discounted cash flow and internal rate of returnPrepare research reports for management and clients upon requestResearch, summarize and compile...