Investment Advisory Operational Assistant

About the Role

We are looking for a highly organized and detail-oriented Investment Advisory Operational Assistant to support our Investment Advisory team in managing client portfolios, reporting, and operational processes.

This role plays an important part in ensuring smooth day-to-day operations, accurate portfolio reporting, and efficient coordination between consultants, clients, and internal teams.

If you enjoy working with data, supporting financial advisory teams, and being part of a fast-paced financial services environment, this role offers a great opportunity to grow within the investment advisory space.

Key Responsibilities

Investment Advisory Support

• • Prepare and maintain daily reporting related to client portfolios and investment advisory activities.

• • Assist in preparing client investment reports, portfolio summaries, and presentations.

• • Support the monitoring of portfolio performance and compilation of periodic reports.

Operational Coordination

• • Schedule and coordinate client meetings for the Investment Advisory team.

• • Maintain regular communication with NIB consultants to support the Funds Under Management (FUM) conversion process.

• • Coordinate with internal teams including Compliance, Operations, and Finance for smooth processing of investment transactions.

Data Management

• • Ensure accurate updating of client records and investment data within internal systems and databases.

• • Assist in preparing management dashboards and reports related to advisory performance and FUM.

Documentation & Compliance

• • Track client documentation including onboarding forms, KYC, and investment-related paperwork.

• • Maintain proper filing and records in line with company policies and regulatory requirements.

• • Follow up with consultants and clients for pending documentation or required information.

Administrative Support

• • Provide operational and administrative support to the Investment Advisory leadership team.

• • Assist in managing operational issues or discrepancies in client investment records.

Requirements

• • Bachelor’s degree in Finance, Business Administration, Economics, or a related field.

• • 2–4 years of experience in financial services, wealth management, investment operations, or banking support roles.

• • Strong organizational and coordination skills.

• • High attention to detail and data accuracy.

• • Proficiency in Microsoft Excel and PowerPoint.

• Ability to manage multiple tasks in a fast-paced environment.

Location: Dubai, UAE
Department: Investment Advisory