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Portfolio Analyst - Hejaz Financial Services

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المنامة - البحرين

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عدد الوظائف الشاغرة

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الوصف الوظيفي

  • Great opportunity to join a fastgrowing business
  • Competitive remuneration package
  • Part of a dynamic team that embraces diversity and great initiatives

About the Company
Hejaz MENA W.L.L is part of Hejaz Group that provides a broad range of financial services across investment management pension management services financial advice and lending to a large and diversified client base including corporations financial institutions and individuals.

Hejaz Group headquartered in Melbourne has a clear vision to continue to grow and provide high quality services to its clients. With our expansion to the MENA region and the UK market we are looking for top talents to join us on our sustained rapid growth journey.

At Hejaz we embrace continuous learning growth mindset teamwork and collaboration. We have a friendly and supportive work environment where ongoing development innovation and great initiatives are embraced by leadership and staff across all levels.

About the Role

The Portfolio Analyst will work under the supervision of our experienced and highly supportive Portfolio Analyst to help drive the commercial portfolio data strategy. The role will assist in developing commercial data capability analytics solutions and portfolio insights across all the Hejaz Groups product offerings.

To be successful in this role you will have positive friendly attitude and an interest in financial data analytics. With your cando attitude and effective communication skills you will thrive and enjoy the challenge of working in a resultsfocused environment. We will provide the tools and support to set you up for success.

Main Responsibilities

  • Review fundrelated investment opportunities for investment and divestment of assets and significant asset management activities.
  • Review financial results metrics and other key drivers of fund investment performance.
  • Source and consolidate information from asset and investment managers fund accountants market commentators and other subject matter experts to deliver valueadded insights.
  • Assist in the coordination of service providers that are integral to the operational success of the fund e.g. annual valuation process periodic distributions fund accounting and reporting annual audit process and other compliance matters.
  • Assist with operational matters including maintenance of financerelated tasks and customer management system.
  • Assist with other reasonable tasks as required by line manager.

Essential Requirements

  • Tertiary qualifications in Finance Accounting Economics or in a businessrelated discipline
  • Strong analytical skills preferably with an understanding of Equities and REITs
  • Advanced numerical reconciliation and problemsolving skills
  • High level of competency with Excel
  • Outcomes orientated with an ability to work within a time sensitive transactional environment
  • Knowledge of products and services within the financial services Industry
  • Previous experience in data analysis for investment and resource portfolio highly regarded
  • High level of attention to detail and good organisational skills
  • Previous experience in the financial services industry highly regarded
  • Professional verbal and written communication skills in Arabic and English.
  • Ability to plan prioritise and complete work targets/activities with minimum supervision.
  • Ability to collaborate and maintain good relationships with staff and external stakeholders.

It is a great opportunity to be part of a fastgrowing organisation with opportunities for career development and progression. In return you will be rewarded for your drive to make positive impact to the Hejaz team.

To submit your application please click on Apply to send your CV and cover letter. Only shortlisted applicants will be contacted.

We reserve the right to close this vacancy early if we have received sufficient applications and suitable applicants have been selected for the role. Therefore if you are interested please submit your application as early as possible.

Learn more about Hejaz and our business by visiting our website: confidential

Job Type: Fulltime


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