Job Description

Job Title: Accounts and Portfolio Analyst - CEO Office

Job 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:

Prepare a weekly MIS report summarizing the CEO and family's personal portfolio, including: Mutual Funds, Equities, Fixed Deposits Cash and Bank Balances Real Estate Investments and Rental Income Track and record rental income and utility payments for properties. Monitor bank accounts and assist with fund transfers upon approval. Maintain organized records of all transactions (digital and physical). Post credit card and online payment transactions into the accounting system. Perform weekly and monthly bank reconciliations. File and manage supporting documents for all payments. Handle original property and investment documents with confidentiality. Coordinate with bank relationship managers regarding investments. Schedule and attend portfolio review meetings with banks and the CEO. Liaise with the main accounts department for transaction updates. Communicate with real estate agents for rent collection and property matters. Assist with travel bookings (air tickets, hotels) as needed. Ensure compliance with TDS and GST regulations related to rental income and personal financial transactions.

Candidate Qualifications:

Education:

Bachelor's degree in Commerce, Accounting, or a related field.

Experience:

3 to 5 years of experience in accounting, banking, or finance-related roles.

Skills Required:

Basic understanding of stock markets, mutual funds, and real estate. Proficiency in MS Excel and basic accounting software. Good organizational and communication skills. Ability to maintain confidentiality and handle sensitive information.

Preferred Attributes:

Candidates from a Northern background (male or female) are preferred for cultural alignment. Prior experience in handling personal or family accounts is an added advantage. Should be trustworthy, discreet, and proactive in managing responsibilities.
Job Types: Full-time, Permanent

Pay: QAR3,000.00 - QAR4,000.00 per month