Senior Investment Operation Specialist

Black Pearl Consult; Abu Dhabi; On-site; AED 167,400 - 223,200; Full time

Job summary

A prestigious family office is seeking a Senior Investment Operations Specialist to enhance its Investment Team in Abu Dhabi. This full-time role involves overseeing daily trade settlements, maintaining records of transactions, and generating performance reports. Candidates should possess a Bachelor's Degree in Finance or Accounting and have 4-5 years of relevant experience. The position offers a dynamic opportunity to work closely with the Chief Investment Officer, ensuring smooth investment operations across a multi-asset portfolio.

Qualifications

• Bachelor's degree in a relevant field, Master's preferred.
• 4-5 years of experience in investment operations or portfolio management.
• Experience in buyside institutions is highly desirable.

Responsibilities

• Oversee daily trade settlements and reconciliation of accounts.
• Generate portfolio performance reports for the investment team.
• Support operational workflow improvements.

Skills

Analytical mindset

Attention to detail

Proficient in Excel

Proficient in PowerPoint

Excellent communication skills

Organizational skills

Education

Bachelor's Degree in Finance, Accounting or Economics

Master's or CFA/CAIA/FRM (in progress)

Tools

Financial platforms

Databases

Investment systems

Job description

A prestigious family office is seeking a Senior Investment Operations Specialist to join its Investment Team based in Abu Dhabi. This fulltime position offers a dynamic opportunity to work closely with the Chief Investment Officer and senior stakeholders ensuring the seamless execution of investment transactions and operational processes across a multiasset portfolio.

Key Responsibilities:

• Oversee daily trade settlements, cash flow activities and reconciliation of investment accounts
• Maintain accurate records of transactions holdings and asset allocations
• Generate portfolio performance reports and provide insights to the investment team and CIO
• Track income and yield targets and support performance assessments
• Resolve trade and valuation discrepancies by coordinating with banks custodians and service providers
• Support operational workflow improvements, policy development and systems enhancements

Requirements:

• Bachelor's Degree in Finance, Accounting or Economics (Master's or CFA/CAIA/FRM in progress is preferred)
• 4–5 years of relevant experience in investment operations, global markets, private equity or portfolio management
• Background from buyside institutions is highly desirable
• Strong analytical mindset with high attention to detail
• Proficient in Excel and PowerPoint for financial data management and reporting
• Familiarity with financial platforms, databases and investment systems
• Excellent written and verbal communication skills
• Strong organizational skills and ability to handle multiple priorities

Interested candidates may apply directly. For more job opportunities visit our website at .

Black Pearl does not charge candidates any fees at any stage of the recruitment process. Any requests for payment should be reported immediately.