Finance Manager (Investments)

Responsibilities

• Oversee financial management, performance analysis, and governance of the Group’s investment portfolio across multiple asset classes.
• Prepare monthly, quarterly, and annual portfolio performance reports, including variance analysis and tracking against strategic benchmarks.
• Monitor key investment metrics such as IRR, MOIC, DPI, and NAV.
• Develop and maintain complex financial models for investment valuation, portfolio monitoring, and performance analysis.
• Execute internal control reviews and compliance checks to ensure adherence to IFRS and Group financial governance standards.
• Oversee investment reconciliations, including custodian statements, broker reports, and portfolio valuations.
• Support budgeting, forecasting, and cash flow planning related to investment income, capital calls, and distributions.
• Act as a primary contact for auditors, tax, treasury, and other finance functions to ensure seamless reporting and compliance.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related discipline.
• Professional qualification such as CFA, CA, CPA, or ACCA.
• 6–8 years of experience in investment finance, private equity, corporate finance, or FP&A.
• Strong expertise in financial modelling, valuation, and performance analysis.
• Deep understanding of investment instruments and metrics (IRR, MOIC, NAV).
• Advanced proficiency in Microsoft Excel.
• Experience with investment reporting systems, Bloomberg, or portfolio management platforms.
• Strong communication and stakeholder management skills.

About the Company

Ghobash Trading & Investment is actively engaged in multi-asset class investment activities across various geographies. Our highly qualified in-house team utilizes an ‘Asset Allocation Matrix’ to realize risk-adjusted returns over the long term. Our activities include direct investments in startups, acquisitions of established businesses, joint ventures, private equity, venture capital, real estate, and publicly listed financial investments.