We’re looking for an experienced Investment Setup & Business Development Advisor to support an investment management company with building and structuring an end-to-end investment setup and operational framework.
Responsibilities
- Design the investment setup process from onboarding to execution (workflows, governance, approvals).
- Draft and/or review investment agreements and supporting documentation (term sheets, subscription documents, SPVs where relevant).
- Provide guidance on tax considerations, regulatory positioning, and legal compliance.
- Advise on fund receiving flows: KYC/AML, Source of Funds/Wealth, banking workflows, approvals, and reporting.
- Build a repeatable system/toolkit (playbooks, templates, checklists, process maps) and support business development strategy.
Ideal Profile
- Proven experience in investment structuring, agreements, compliance, and fund operations.
- Strong understanding of KYC/AML and controls for receiving investment funds.
- Comfortable coordinating with stakeholders (legal, tax, banking, operations).
- Able to work as a freelancer/advisor with clear deliverables and timelines.
- Track record of bringing/raising investment in previous roles (please share approximate amount, currency, investor type, and your exact role).
Engagement
- Freelance / Advisory (project-based)
- Location: UAE or Remote (GCC familiarity preferred)
Job Type: Full-time
Pay: Up to AED10,000.00 per month
Application Question(s):
- Do you have hands-on experience with investment setup / investment operations (agreements + compliance + funds receiving workflows)?
- Have you worked with KYC/AML + Source of Funds (SOF/SOW) processes for receiving investment funds?
- Have you personally raised or secured investment in a previous role? If yes, how much (currency + amount) and what was your exact role?