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Al Sulaiman Security Systems & Services

Job Title: Accounts and Portfolio Analyst &ndash; CEO OfficeJob Summary:We are looking for a reliable and detail-oriented Accounts and Portfolio Analyst to support the CEO and family in managing their personal financial matters. This is a mid-level role ideal for candidates with a background in accounting or banking, who are comfortable handling personal portfolios, real estate income, and coordinating with banks and service providers.Key Responsibilities:<ul><li>Prepare a weekly MIS report summarizing the CEO and family&rsquo;s personal portfolio, including:</li><li>Mutual Funds, Equities, Fixed Deposits</li><li>Cash and Bank Balances</li><li>Real Estate Investments and Rental Income</li><li>Track and record rental income and utility payments for properties.</li><li>Monitor bank accounts and assist with fund transfers upon approval.</li><li>Maintain organized records of all transactions (digital and physical).</li><li>Post credit card and online payment transactions into the accounting system.</li><li>Perform weekly and monthly bank reconciliations.</li><li>File and manage supporting documents for all payments.</li><li>Handle original property and investment documents with confidentiality.</li><li>Coordinate with bank relationship managers regarding investments.</li><li>Schedule and attend portfolio review meetings with banks and the CEO.</li><li>Liaise with the main accounts department for transaction updates.</li><li>Communicate with real estate agents for rent collection and property matters.</li><li>Assist with travel bookings (air tickets, hotels) as needed.</li><li>Ensure compliance with TDS and GST regulations related to rental income and personal financial transactions.</li></ul>Candidate Qualifications:<ul><li>Education: Bachelor&rsquo;s degree in Commerce, Accounting, or a related field.</li><li>Experience: 3 to 5 years of experience in accounting, banking, or finance-related roles.</li><li>Skills Required:</li><li>Basic understanding of stock markets, mutual funds, and real estate.</li><li>Proficiency in MS Excel and basic accounting software.</li><li>Good organizational and communication skills.</li><li>Ability to maintain confidentiality and handle sensitive information.</li><li>Preferred Attributes:</li><li>Candidates from a Northern background (male or female) are preferred for cultural alignment.</li><li>Prior experience in handling personal or family accounts is an added advantage.</li><li>Should be trustworthy, discreet, and proactive in managing responsibilities.</li></ul>Job Types: Full-time, PermanentPay: QAR3,000.00 - QAR4,000.00 per month

Accounts and Portfolio Analyst - CEO OFFICE

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Al Sulaiman Security Systems & Services

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Accounts and Portfolio Analyst - CEO OFFICE