Family Office Analyst – Investment & Operations Analyst

Family Office Analyst – Investment & Operations Analyst

(Multi-Asset & Operating Focus)
Immediate Joiner Required

Role Purpose

Support the family office in investment research, portfolio monitoring, governance, and operational oversight across public markets, private investments, and family-owned operating businesses, with a long-term capital preservation mindset.

Key Responsibilities

Investment Research & Execution

• Conduct research across:
• Public equities, fixed income, and funds
• Private equity, venture capital, and private credit
• Real estate and real assets
• Build and maintain financial models (DCF, LBO, cap tables, scenario analysis)
• Prepare investment memos and IC presentations
• Assist in due diligence (commercial, financial, and governance)

Portfolio Monitoring

• Track portfolio performance, liquidity, and concentration
• Review fund reports and capital calls
• Maintain portfolio dashboards and cash flow forecasts
• Assist with asset allocation reviews

Operating Business Support

• Review monthly MIS for family-owned businesses
• Support budgeting, forecasting, and variance analysis
• Track KPIs and operational performance
• Assist with capital expenditure and strategic initiatives

Governance & Structuring

• Support board and committee processes
• Prepare board packs and track actions
• Assist with SPVs, holding structures, and documentation
• Coordinate with legal, tax, audit, and banking advisors

Ad-hoc & Principal Support

• Respond to time-sensitive analytical requests
• Prepare briefing notes for meetings
• Maintain confidentiality at all times

Qualifications & Experience

• Bachelor’s degree in Finance, Accounting, Economics, Engineering, or similar
• 3–7 years’ experience in:
• Investment banking
• Asset management
• Private equity / venture capital
• Consulting
• Family office
• CFA (Level I or above) strongly preferred
• Strong accounting knowledge (IFRS / GAAP)
• Advanced Excel and PowerPoint skills required

Key Competencies

• Strong financial modeling and analytical thinking
• Ability to work across asset classes
• High discretion and integrity
• Clear written and verbal communication
• Ownership mindset and adaptability

Benefits

• UAE employment visa
• Medical insurance coverage
• Annual return ticket to home country
• Other benefits as per UAE Labour Law

Availability: Immediate joiners preferred.

Job Type: Full-time

Pay: From AED12,000.00 per month

Application Question(s):

• Do you have 3–7 years of experience in investment banking, asset management, private equity/venture capital, consulting, or a family office?
• Are you proficient in financial modeling (DCF, LBO, cap tables, scenario analysis) and preparing investment memos or IC presentations?
• Do you have strong accounting knowledge (IFRS/GAAP) and advanced Excel & PowerPoint skills?
• Are you available to join immediately and able to work independently with discretion and integrity?