Analyst – Portfolio Management

Madison Pearl Ltd.; Abu Dhabi; On-site; AED 150,000 - 230,000; Full time

Job summary

Madison Pearl Ltd. in Abu Dhabi is seeking an Analyst - Portfolio Management to join the Portfolio Management function.

The role focuses on credit portfolio monitoring, analytics, and management reporting, including dashboard automation and data quality improvements. The successful candidate will prepare accurate portfolio reports, monitor facility utilisation and concentration, and develop MIS to support informed business and credit risk decisions.

Qualifications

• Bachelor's degree is mandatory.
• Experience in MIS and reporting.
• Strong proficiency in Microsoft Excel, VBA coding and dashboard development.
• Experience in portfolio reporting, data consolidation, analytics and MIS.

Responsibilities

• Prepare monthly portfolio reports and dashboards through consolidation and analysis of portfolio data.
• Monitor portfolio composition, concentration, facility utilisation, share of wallet and SOTL across customer segments.
• Prepare monthly, quarterly and annual performance and achievement reports for management.
• Conduct portfolio analytics and modelling, translating MIS data into insights for stakeholders.
• Develop, maintain and enhance Excel-based reporting tools and applications using VBA coding.
• Monitor approved products against peak exposures and risk triggers, supporting ongoing portfolio oversight.
• Maintain records of committee decisions relating to ratings and IFRS 9 ECL staging.
• Support early problem management and watchlist processes with relevant stakeholders.
• Ensure accuracy, completeness and reliability of portfolio data presented to senior management and other stakeholders.
• Identify data discrepancies, coordinate system corrections and support improvements in data quality and reporting automation.
• Coordinate with Credit, CAD, Recovery and other internal stakeholders to improve portfolio reporting.
• Support regulatory reporting requirements and preparation of RCSA, KRI, BIA and BCP documentation.
• Work with IT to automate management reports and dashboards, enhancing reporting efficiency and decision-making.
• Analyze business and coverage unit performance reports to ensure accuracy, completeness and compliance.

Skills

MIS and reporting

Excel

VBA coding

Data analysis

Stakeholder management

Education

Bachelor's degree in Finance or related discipline

Tools

Excel VBA

Job description

Madison Pearl is partnering with a UAE Bankto appoint an Analyst - Portfolio Management to join its Portfolio Management function in Abu Dhabi.

This is an excellent opportunity for an experienced MIS and reporting professional to join an established UAE bank and play a key role in credit portfolio monitoring, portfolio analytics, management reporting and dashboard automation. The successful candidate will be responsible for preparing accurate portfolio reports, monitoring facility utilisation and concentration, identifying data quality issues, and developing management information to support informed business and credit risk decisions.

Key Responsibilities:

• Prepare monthly portfolio reports and dashboards through the consolidation and analysis of portfolio data.
• Monitor portfolio composition, concentration, facility utilisation, share of wallet and SOTL across customer segments.
• Prepare monthly, quarterly and annual performance and achievement reports for management.
• Conduct portfolio analytics and modelling, where applicable, translating MIS data into meaningful insights for stakeholders.
• Develop, maintain and enhance Excel-based reporting tools and applications using VBA coding.
• Monitor approved products against peak exposures and risk triggers, supporting ongoing portfolio oversight.
• Maintain records of committee decisions relating to ratings and IFRS 9 Expected Credit Loss (ECL) staging.
• Support early problem management and watchlist processes in coordination with relevant stakeholders.
• Ensure the accuracy, completeness and reliability of portfolio data presented to senior management and other stakeholders.
• Identify data discrepancies, coordinate system corrections and support improvements in data quality and reporting automation.
• Coordinate with Credit, Credit Administration (CAD), Recovery and other internal stakeholders to improve portfolio reporting.
• Support regulatory reporting requirements and the preparation of RCSA, KRI, BIA and BCP documentation for Group Credit.
• Work with IT and internal stakeholders to automate management reports and dashboards, enhancing reporting efficiency and decision-making.
• Analyse business and coverage unit performance reports to ensure accuracy, completeness and compliance with relevant policies and standards.

Key Requirements:

• Bachelor’s degree is mandatory, preferably in Finance or a related discipline.
• Experience in MIS and reporting.
• Strong proficiency in Microsoft Excel, VBA coding and dashboard development.
• Experience in portfolio reporting, data consolidation, analytics and management information systems.
• Strong analytical and investigative skills, with the ability to identify data discrepancies and derive meaningful insights from reports.
• Understanding of corporate credit limits and credit proposals would be an advantage.
• Excellent communication and stakeholder management skills, with the ability to coordinate effectively across Credit, Business, IT and other internal functions.
• Strong attention to detail, problem-solving ability and a proactive approach to improving reporting processes.

*Only shortlisted candidates will be contacted*