Job Description

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?