Investment Operation Analyst

Ali & Sons Holding LLC; Abu Dhabi; On-site; AED 60,000 - 100,000; Full time

Job summary

An established industry player is looking for a detail-oriented Investment Operations Analyst to enhance their investment team. This role is pivotal in managing data, processing transactions, and assisting with portfolio reporting. You will ensure efficient operations and support critical decision-making processes. If you have a passion for finance and investment operations, this is a fantastic opportunity to contribute to a dynamic team and drive data-driven strategies. Join a collaborative environment where your skills will make a significant impact on the investment landscape.

Qualifications

• 1-3 years in operations, finance, or investment-related roles.
• Bachelor’s/Master’s degree in Finance, Accounting, or related field.

Responsibilities

• Process and reconcile investment transactions with accuracy.
• Support portfolio reporting and generate financial insights.

Skills

Data Management

Financial Analysis

Transaction Processing

Excel

Problem Solving

Education

Bachelor's degree in Finance

Master's degree in Finance

Relevant financial certifications

Tools

Financial tools

Excel

Job description

We are seeking a highly organized and detail-oriented Investment Operations Analyst to support our investment team by managing data, processing transactions, and assisting with portfolio reporting. The ideal candidate will play a key role in ensuring efficient investment operations and providing critical support for decision-making processes.

Key Responsibilities:

Investment Operations & Data Management:

• Process, track, and reconcile investment transactions.
• Maintain and update investment data, financial records, and reports using Excel and financial tools.
• Ensure data accuracy and consistency across all investment-related documentation.

Reporting & Analysis:

• Support portfolio reporting, data analysis, and performance tracking.
• Generate performance dashboards and financial insights for stakeholders.
• Assist in compliance and regulatory documentation to meet industry standards.
• Identify and resolve operational issues efficiently.

Coordination & Administrative Support:

• Coordinate with internal teams, vendors, and external partners for operational needs.
• Provide general administrative and operational support to the Investments team.
• Assist in process improvements to enhance operational efficiency.

Qualifications & Requirements:

• Bachelor’s/Master’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 1–3 years in operations, finance, or investment-related roles.
• Relevant financial or investment certifications are a plus.

Why Join Us?

This is an exciting opportunity to work with a dynamic investment team, contribute to efficient operations, and play a key role in data-driven decision-making. If you are passionate about finance and investment operations, apply today!