Senior Financial Administrator - Investment Products

Dubai, Dubai beBeeFundAccountant

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Job Description

Job Description:

The role of a Vice President Fund Accountant is a crucial part of our financial team. As a qualified accountant (ACCA), you will report directly to the Regional Head and be responsible for various fund administration tasks.

  1. Experienced in fund administration, including NAV calculations and yield analysis.
  2. Strong background in accounting for investment products.
  3. Excellent communication skills, both written and verbal, with the ability to present complex information clearly.

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Senior Manager, Wealth & Investment Products

Dubai, Dubai Commercial Bank of Dubai

Posted 2 days ago

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Job Description

Senior Manager, Wealth & Investment Products
  • PBG-Liabilities and Wealth Product
  • CBD, Head Office
  • Management
  • Full-time
  • ID:
Description

Operating in the UAE for over 50 years, CBD manages the financial requirements of some of the largest corporates and businesses operating in the country, driving the UAE economy. Over the years, CBD has transformed into a progressive and modern banking institution winning multiple awards for its digital initiatives, credit cards, bank accounts, mobile app features and services.

CBD has been recognized as the number one bank in the UAE on the Forbes list of The World’s Best Banks 2022.

As we continue to build upon our successes, we are looking for ambitious individuals who are passionate about the banking and finance industry and the markets in which CBD operates. Just as important to us is your ability to demonstrate a talent for dealing with people - your colleagues and our customers and delivering service that really goes the extra mile.

Job Purpose:

The Senior Manager, Wealth and Investment Products is responsible for overseeing the portfolio management and strategic direction of wealth and investment products to meet client needs and drive revenue growth. This role requires a deep understanding of investment strategies, financial products, and client relationship management. The individual will work closely with senior leadership, product teams, and sales teams to implement competitive and compliant investment solutions that enhance the bank’s wealth management portfolio.

Principal Accountabilities:

  • Product Development and Management
    Lead the lifecycle management of wealth and investment products, including mutual funds, fixed-income products, and alternative investments.
    Identify market trends and client needs to create innovative investment solutions that align with the bank's strategic objectives.
    Collaborate with internal and external stakeholders, including asset managers, financial advisors, and third-party vendors, to deliver a competitive product suite.
  • Strategic Planning and Execution
    Develop and implement strategic initiatives to drive product growth, increase client acquisition, and expand the bank’s market share in wealth management.
    Monitor competitor offerings, regulatory changes, and market developments to keep the product lineup relevant and compliant.
  • Channel Support and Training
    Partner with sales teams to promote wealth and investment products, providing training and insights to equip advisors and relationship managers with product knowledge and sales strategies.
    Create and update product materials, marketing collateral, and training modules to facilitate effective client engagement.
    Lead digital-first agenda in collaboration with the digital team.
  • Client Relationship Management
    Support high-value client relationships by offering expert insights into investment products and strategies, ensuring client needs are met and satisfaction is high.
    Act as a point of escalation for complex client inquiries and support sales teams in tailoring solutions for high-net-worth individuals (HNWIs).
  • Risk and Compliance Management
    Ensure all investment products comply with regulatory standards and internal risk management policies.
    Conduct regular product reviews and audits to manage risk exposure, enhance performance, and uphold the bank’s standards for product quality and compliance.
  • Financial Analysis and Reporting
    Analyze product performance metrics, client feedback, and market data to drive continuous improvement and profitability.
    Prepare regular reports on product performance, trends, and strategic insights for senior management and stakeholders.
Requirements

Education and Experience

8 to 10 years of Product Development in Wealth and Investment Products.

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Investment Manager, Multi-Asset Strategies

New
Dubai, Dubai MBR Partners

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Job Description

A fast-growing international investment advisory and wealth management firm is seeking a proactive Investment Manager / Investment Trader to support its global investment activities. This non-client-facing role is ideal for someone analytical, detail-oriented, and independent, with strong knowledge of public markets and a generalist investment background. You’ll work closely with the CEO on portfolio monitoring, market analysis, and investment strategy across global public markets, with a focus on European and US securities.

Responsibilities:

  • Monitor multi-asset portfolios with a focus on public markets (equities, fixed income, etc.)
  • Track macroeconomic and market trends to support tactical investment decisions
  • Conduct financial analysis and contribute to asset allocation and investment positioning
  • Prepare internal reports, performance updates, and market commentaries
  • Support due diligence on new investment opportunities, including private equity and alternatives (optional)
  • Collaborate directly with senior leadership on investment strategy and execution
  • Take initiative in identifying market inefficiencies and proposing actionable investment ideas

Requirements:

  • Degree in Finance, Economics, or a related field
  • Relevant certifications (e.g., CFA, CAIA) are advantageous
  • Minimum 5 years of relevant experience in investment management, wealth advisory, or a family office environment
  • Strong understanding of financial markets across geographies and sectors
  • Solid background in portfolio construction, financial analysis, and investment due diligence
  • Generalist mindset with the ability to evaluate a wide range of asset classes
  • Comfortable in an entrepreneurial/startup environment - flexible, proactive, and adaptable
  • Professional fluency in English; additional languages are a plus
  • Must be based in Dubai or open to relocation (visas can be sponsored)

Please ignore the salary level mentioned on the job board - the client is flexible depending on the value the successful candidate brings to the business.

Please note:

  • The client pays a base salary plus a strong variable and medical (no additional payments for schooling, housing, or transport will be provided)
  • This role is office based in Dubai (5 days a week)
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Investment Manager / Multi-Asset Strategies

Dubai, Dubai PRO-Global Search GmbH

Posted 1 day ago

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Job Description

Join to apply for the Investment Manager / Multi-Asset Strategies role at PRO-Global Search GmbH

An international investment advisory and wealth management firm is seeking a proactive Investment Manager to support its global investment activities. You'll work closely with the CEO on portfolio monitoring, market analysis, and investment strategy across global public markets, with a focus on European and US securities.

Responsibilities:
  • Monitor multi-asset portfolios with a focus on public markets (equities, fixed income, etc.)
  • Track macroeconomic and market trends to support tactical investment decisions
  • Conduct financial analysis and contribute to asset allocation and investment positioning
  • Prepare internal reports, performance updates, and market commentaries
  • Support due diligence on new investment opportunities, including private equity and alternatives (optional)
  • Collaborate directly with senior leadership on investment strategy and execution
  • Take initiative in identifying market inefficiencies and proposing actionable investment ideas

Requirements:
  • Degree in Finance, Economics, or a related field
  • Relevant certifications (e.g., CFA, CAIA) are advantageous
  • Minimum 5 years of relevant experience in investment management, wealth advisory, or a family office environment
  • Strong understanding of financial markets across geographies and sectors
  • Solid background in portfolio construction, financial analysis, and investment due diligence
  • Generalist mindset with the ability to evaluate a wide range of asset classes
  • Comfortable in an entrepreneurial/startup environment - flexible, proactive, and adaptable
  • Professional fluency in English; additional languages are a plus
  • Must be based in Dubai or open to relocation

Additional Details:
  • Seniority level: Not Applicable
  • Employment type: Full-time
  • Job function: Finance and Sales
  • Industries: Human Resources Services

Referrals increase your chances of interviewing at PRO-Global Search GmbH by 2x.

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Investment Portfolio Management Specialist

Dubai, Dubai beBeeInvestment

Posted today

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Job Description

Investment Associate Role

A leading investment firm seeks a driven Investment Associate to join its team. This is a hands-on, high-impact role that sits at the intersection of private capital and public value creation.


As part of a lean and experienced investment team, you'll work on both optimizing existing portfolio companies and evaluating new investment opportunities across various sectors.


Key Responsibilities:
  • Conduct company and industry research to inform investment decisions

  • Build detailed financial models and valuations to assess investment potential

  • Support due diligence efforts alongside third-party advisors to ensure thorough evaluations

  • Help evaluate investments against strategic and economic goals to maximize returns

  • Monitor implementation and impact of value creation plans to drive growth


Requirements:
  • 3–6 years of experience in M&A, investments, or consulting

  • Bachelor's degree in Finance, Economics, or a related field

  • Strong financial modeling and valuation skills to drive informed decision-making

  • Excellent research, problem-solving, and communication abilities to collaborate effectively

  • CFA or MBA is a plus


What You'll Gain:
  • Opportunity to work with a seasoned investment team driving value creation

  • Chance to develop expertise in financial modeling and investment analysis

  • Collaborative environment with like-minded professionals


Role Details:
  • Seniority level: Associate

  • Employment type: Full-time

  • Job function: Consulting and Finance

  • Industries: Venture Capital and Private Equity Principals, Business Consulting and Services, and Funds and Trusts

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Financial Controller - Investment Portfolio

Dubai, Dubai beBeeAccounting

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Job Description

Corporate Accounting Specialist

This is a key role within the organisation requiring an experienced Corporate Accountant to oversee financial accounting, treasury-related activities and management reporting across a diverse portfolio of investments and property assets.

The ideal candidate will be a Chartered Accountant (ACA, ACCA or CPA) with up to five years post-qualified experience in a Big Four audit-type environment. A background in investment-related accounting, particularly property management or family office, would be highly advantageous.

Responsibilities:
  • Deliver high-quality financial modelling and cost control expertise
  • Consolidate accounts and provide strategic financial support
  • Develop and maintain strong communication and presentation skills
Required Skills and Qualifications:
  • Chartered Accountant qualification (ACA, ACCA or CPA)
  • Up to five years post-qualified experience in a Big Four audit-type environment
  • Investment-related accounting expertise, particularly in property management or family office
Benefits:

Join a dynamic team as a corporate accounting specialist, working on a wide range of financial projects and collaborating closely with senior leadership.

Others:

This role requires a mid-senior level accountant with a focus on delivering strategic financial support and analysis. The successful candidate will have excellent communication and presentation skills, as well as a strong understanding of UAE market and financial instruments.

This advertiser has chosen not to accept applicants from your region.

Associate- Investment and Portfolio Management

Dubai, Dubai Tandem Search

Posted today

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Job Description

A leading investment arm is looking for a driven Investment Associate to join its team. This is a hands-on, high-impact role that sits at the intersection of private capital and public value creation.

As part of a lean and experienced investment team, you'll work on both optimizing existing portfolio companies and evaluating new investment opportunities across various sectors.

What You'll Do

You'll support the full investment lifecycle — from deal analysis to portfolio value creation:

New Investments:

  • Conduct company and industry research
  • Build detailed financial models and valuations
  • Support due diligence efforts alongside third-party advisors
  • Help evaluate investments against strategic and economic goals

Portfolio Management:

  • Analyze company performance and improvement initiatives
  • Monitor implementation and impact of value creation plans
  • Work with portfolio company management and external consultants

Internal Collaboration & Reporting:

  • Contribute to investment committee materials
  • Coordinate reporting across subsidiaries
  • Support ad hoc analysis and requests as needed

Must-Haves

  • 3–6 years of experience in M&A, investments, or consulting
  • Bachelor's degree in Finance, Economics, or a related field
  • Strong financial modeling and valuation skills
  • Excellent research, problem-solving, and communication abilities
  • CFA or MBA is a plus
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Associate- Investment and Portfolio Management

Dubai, Dubai Tandem Search

Posted today

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Job Description

Associate - Investment and Portfolio Management

A leading investment arm is looking for a driven Investment Associate to join its team. This is a hands-on, high-impact role that sits at the intersection of private capital and public value creation.


As part of a lean and experienced investment team, you'll work on both optimizing existing portfolio companies and evaluating new investment opportunities across various sectors.


What You'll Do

New Investments:

  • Conduct company and industry research

  • Build detailed financial models and valuations

  • Support due diligence efforts alongside third-party advisors

  • Help evaluate investments against strategic and economic goals

  • Analyze company performance and improvement initiatives

  • Monitor implementation and impact of value creation plans

  • Work with portfolio company management and external consultants


Internal Collaboration & Reporting:
  • Contribute to investment committee materials

  • Coordinate reporting across subsidiaries

  • Support ad hoc analysis and requests as needed


Must-Haves
  • 3–6 years of experience in M&A, investments, or consulting

  • Bachelor's degree in Finance, Economics, or a related field

  • Strong financial modeling and valuation skills

  • Excellent research, problem-solving, and communication abilities

  • CFA or MBA is a plus


Role details
  • Seniority level: Associate

  • Employment type: Full-time

  • Job function: Consulting and Finance

  • Industries: Venture Capital and Private Equity Principals, Business Consulting and Services, and Funds and Trusts

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Associate- Investment and Portfolio Management

Dubai, Dubai Tandem Search

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Associate - Investment and Portfolio Management

A leading investment arm is looking for a driven Investment Associate to join its team. This is a hands-on, high-impact role that sits at the intersection of private capital and public value creation.

As part of a lean and experienced investment team, you’ll work on both optimizing existing portfolio companies and evaluating new investment opportunities across various sectors.

What You'll Do

New Investments:

  • Conduct company and industry research
  • Build detailed financial models and valuations
  • Support due diligence efforts alongside third-party advisors
  • Help evaluate investments against strategic and economic goals
  • Analyze company performance and improvement initiatives
  • Monitor implementation and impact of value creation plans
  • Work with portfolio company management and external consultants

Internal Collaboration & Reporting:
  • Contribute to investment committee materials
  • Coordinate reporting across subsidiaries
  • Support ad hoc analysis and requests as needed

Must-Haves
  • 3–6 years of experience in M&A, investments, or consulting
  • Bachelor's degree in Finance, Economics, or a related field
  • Strong financial modeling and valuation skills
  • Excellent research, problem-solving, and communication abilities
  • CFA or MBA is a plus

Role details
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Consulting and Finance
  • Industries: Venture Capital and Private Equity Principals, Business Consulting and Services, and Funds and Trusts

#J-18808-Ljbffr
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Associate- Investment and Portfolio Management

Dubai, Dubai Tandem Search

Posted 6 days ago

Job Viewed

Tap Again To Close

Job Description

A leading investment arm is looking for a driven Investment Associate to join its team. This is a hands-on, high-impact role that sits at the intersection of private capital and public value creation.

As part of a lean and experienced investment team, you’ll work on both optimizing existing portfolio companies and evaluating new investment opportunities across various sectors.

What You'll Do

You'll support the full investment lifecycle — from deal analysis to portfolio value creation:

New Investments:

  • Conduct company and industry research
  • Build detailed financial models and valuations
  • Support due diligence efforts alongside third-party advisors
  • Help evaluate investments against strategic and economic goals

Portfolio Management:

  • Analyze company performance and improvement initiatives
  • Monitor implementation and impact of value creation plans
  • Work with portfolio company management and external consultants

Internal Collaboration & Reporting:

  • Contribute to investment committee materials
  • Coordinate reporting across subsidiaries
  • Support ad hoc analysis and requests as needed

Must-Haves

  • 3–6 years of experience in M&A, investments, or consulting
  • Bachelor's degree in Finance, Economics, or a related field
  • Strong financial modeling and valuation skills
  • Excellent research, problem-solving, and communication abilities
  • CFA or MBA is a plus

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