Confidential
Job Overview
A private investment portfolio in Abu Dhabi requires a Private Wealth & Investment Executive to support its management and development. Reporting directly to the Private Owner, the successful candidate will assist with a diversified portfolio that includes around 40 real estate properties across the UAE as well as other investment assets. The position combines investment research, financial analysis, portfolio monitoring and practical coordination with external advisers and property contacts. Discretion, sound judgment and careful handling of confidential information are essential.
Key Responsibilities
- Research and assess investment opportunities in real estate, equities, mutual funds, fixed-income products and selected business ventures.
- Prepare investment proposals, conduct due diligence and monitor the performance of existing holdings.
- Review property yields, occupancy levels, operating expenses and financing costs to assess asset performance.
- Coordinate with banks, brokers, financial advisers, property agents and tenants on portfolio-related matters.
- Prepare monthly wealth reports, cash-flow forecasts and investment recommendations for the owner.
- Identify opportunities to improve investment returns while considering risks across the portfolio.
- Maintain organized investment information and communicate findings clearly to support informed decisions.
Requirements
- Approximately three to five years of experience in investment analysis, wealth management support, financial analysis or real estate investment.
- Practical understanding of UAE and international investment markets.
- Experience with property leasing or real estate management is required as useful practical exposure.
- Strong Microsoft Excel, financial modelling, cash-flow forecasting and investment appraisal abilities.
- Excellent analytical, organizational and communication skills.
- Demonstrate integrity, discretion, sound judgment and careful attention to detail.
- Be able to manage several priorities independently and maintain confidentiality.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business or a related discipline.
Skills
- Financial modelling and investment analysis
- Cash-flow forecasting and portfolio monitoring
- UAE real estate and investment markets
- Property yield and operating-cost analysis
- Due diligence and stakeholder coordination
Employment Details
This is a full-time position based in Abu Dhabi, United Arab Emirates. The stated salary is AED 12,000–18,000 per month (estimated). The role reports directly to a private owner.
To apply for this job email your details to career@jazalec.com
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