A Value Focused Event Driven Proprietary Investment Firm – based in Dubai
The FM will work alongside the MD in strategical evaluating financial aspect of all existing and targeted investments. Secondary function with will be full responsibility for the complete, day-to-day financial management of the private investment firm. The role will report directly to the Managing Principal.
Formulation and management of annual budgets and targets for all existing investments.
Be an advisor from the financial perspective on any contracts into which the corporation may enter.
Responsible for the Finance, Accounting, Administration, HR, And IT functions of the investment office.
Ensure that all management and statutory reporting of the results of all financial affairs of the commercial activities are delivered on a timely basis and in accordance with best practice
Preparation and leading quarterly board meetings to review performance and reporting of all investments and expenses.
Submit annual budgets and reporting of actual costs for all Family expenses.
Coordinating with head of Legal on all tax planning and compliance across all activities
Oversee all day to day Financial Management across all activities
Provide clear advisory direction on all private matters
Managing the interactions with banks and all investment relationships.
Produces updated cash flow reports, family income and expense statements, as well as financial statements (i.e. balance sheet)
Handles bill paying for the Investment firm and its principals (partially automated through custodial relationships, cash management and other online resources)
Qualifications and Desired Skills:
Bachelor’s in Accounting, CPA or CFA.
“Big 4” experience generally requiredfrom Europe/USA
MBA / CPA generally required
10+ years’ of corporate accounting experience
5+ years’ experience in a successful Finance role, either corporate or in a privately-held company
Combination of business and personal accounting background
Prior experience working with a family office a strong plus
Highly proficient in MS Office Suite, especially Excel and Access
Familiarity with Family Office specific software, including Advent, ATWeb, TNR Solution, Prospero, Spectrum Wealth, etc.