Portfolio Management Investment Analyst Jobs in Abu Dhabi 2022 | International Search Consultants

Portfolio Management Investment Analyst Jobs in Abu Dhabi 2022 | International Search Consultants

Job Description

Our company is looking to add an Investment Associate to its ranks. This role is ideal for anyone who wants to work for a growing company and progress their careers. Workflow management and client satisfaction are the primary focuses of this position, which will aid the firm's advisers in their work. Client relationships will be supported by the successful completion of the following tasks: fulfilling all client needs, responding to client enquiries, preparing advisers for client review meetings, and solving other problems and performing other activities as needed. The successful candidate will have strong technical skills and a thorough attention to detail.

Qualifications:

Identify new investment possibilities, conduct due diligence, and draft investment memoranda for fund investments and co-investments as part of a transaction team you're helping to lead.

Trading and accounting software handles all of the buying and selling of stocks and bonds.

Create and maintain client files, as well as necessary reports and databases, in accordance with applicable laws and regulations.

Regular shredding is an important step in ensuring the security of sensitive client data and preventing the spread of identity theft.

oversee the upkeep of all shared office equipment to guarantee the clinic's optimal operational efficiency; notify the facilities manager of any problems. Keep up with office supplies, making sure that necessities like things for the break room are always available.

Prepare and maintain client records, create documents and reports, and launch communications at the direction of the firm's adviser.

Provide front desk support, such as greeting clients and visitors to the office, answering the phone in a kind manner, and, if necessary, taking detailed messages or addressing calls correctly.

Examine and reply to all electronic contact; handle issues and complaints with professionalism and attention to resolution as soon as possible.

Updating the contact management system and contact database with the most recent client information is essential for accurate reporting, scheduling, billing, and marketing.

Accounts may be opened and closed, trading authority and powers of attorney can be added, life insurance and annuity accounts can be linked, client registrations can be completed, and all demands from clients can be met in a timely manner.

Skills:

Completed college courses and relevant job experience will be considered in lieu of a degree if the candidate does not have one.

demonstrated competence in client management or customer service. This would entail discovering difficulties or problems with clients, offering solutions, and starting those solutions.

It is preferable to have prior experience with Redtail, Orion, Morningstar, MoneyGuidePro, and Wells Fargo Advisors.

Possessing the capacity to work autonomously and effectively in a fast-paced atmosphere under time constraints

Possessing one to two years of relevant work experience in finance or a closely connected discipline such as billing, accounting, purchasing, mathematics, etc.

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