25 Wealth Management jobs in Manama
Financial Planning & Analysis Manager
Posted 19 days ago
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Director of Financial Planning & Analysis
Posted 21 days ago
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Key Responsibilities:
- Develop and manage the annual budgeting and long-term strategic planning processes.
- Oversee the creation and ongoing refinement of financial forecasts, ensuring accuracy and alignment with business objectives.
- Conduct in-depth variance analysis, identifying key drivers of financial performance and recommending corrective actions.
- Develop and track key performance indicators (KPIs) to monitor business performance and provide insights to stakeholders.
- Prepare comprehensive financial reports and presentations for the executive team, board of directors, and other stakeholders.
- Partner with business unit leaders to understand their financial needs, provide analytical support, and drive financial discipline.
- Lead the implementation and optimization of financial planning and reporting systems (e.g., ERP, FP&A software).
- Identify opportunities for cost optimization and revenue enhancement through rigorous financial analysis.
- Mentor and develop a high-performing FP&A team.
- Stay informed about industry trends, economic conditions, and regulatory changes that may impact the company's financial performance.
- Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred.
- Minimum of 10 years of progressive experience in financial planning and analysis, with at least 3-5 years in a leadership role.
- Proven expertise in financial modeling, forecasting, budgeting, and strategic planning.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
- Excellent understanding of accounting principles and financial statements.
- Experience with financial systems and reporting tools (e.g., Hyperion, SAP, Oracle, Tableau).
- Exceptional communication, presentation, and interpersonal skills, with the ability to influence and collaborate with stakeholders at all levels.
- Demonstrated ability to lead and develop teams.
- Strategic thinker with a proactive approach to identifying business opportunities and challenges.
- High level of accuracy and attention to detail.
Director of Financial Planning & Analysis (FP&A)
Posted today
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Job Description
Key Responsibilities:
- Lead the annual budgeting and long-range planning processes, ensuring alignment with strategic objectives.
- Develop and maintain robust financial models to support forecasting, scenario analysis, and decision-making.
- Analyze financial performance, identify key trends, and provide actionable insights and recommendations to senior management.
- Prepare monthly, quarterly, and annual financial reports and presentations for executive leadership and the board of directors.
- Oversee the consolidation and analysis of financial data from various business units.
- Drive continuous improvement in FP&A processes, systems, and reporting capabilities.
- Partner with business leaders to develop financial plans and performance metrics that support growth initiatives.
- Assess the financial impact of new business opportunities, investments, and strategic initiatives.
- Ensure the accuracy and integrity of financial data and reporting.
- Mentor and develop the FP&A team, fostering a culture of excellence and collaboration.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA strongly preferred.
- Minimum of 8 years of progressive experience in financial planning and analysis, with significant experience in a leadership role.
- Proven expertise in financial modeling, budgeting, forecasting, and strategic planning.
- Strong analytical, critical thinking, and problem-solving skills.
- Excellent understanding of accounting principles and financial statements.
- Proficiency in financial planning software (e.g., Hyperion, Anaplan) and advanced Excel skills.
- Exceptional written and verbal communication skills, with the ability to present complex financial information clearly.
- Demonstrated ability to lead and motivate teams in a remote environment.
- Experience in a high-growth or dynamic business environment is advantageous.
This is a critical, fully remote leadership position within a thriving company. Our client offers a competitive compensation package and the opportunity to significantly influence financial strategy in Manama, Capital, BH .
Senior Investment Analyst - Portfolio Management
Posted 14 days ago
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Job Description
Responsibilities:
- Conduct comprehensive research and analysis of equity, fixed income, and alternative investment opportunities.
- Develop and maintain sophisticated financial models to evaluate company valuations, forecast financial performance, and assess investment risks.
- Formulate investment recommendations based on thorough due diligence and market analysis.
- Contribute to the development and implementation of portfolio construction and asset allocation strategies.
- Monitor market trends, economic indicators, and geopolitical events that may impact investment portfolios.
- Prepare detailed investment reports, presentations, and memos for portfolio managers and investment committees.
- Collaborate with research analysts to gain diverse perspectives on market dynamics and company fundamentals.
- Stay abreast of regulatory changes and their implications for investment strategies.
- Assist in the performance attribution and risk management of investment portfolios.
- Ensure adherence to ethical standards and regulatory compliance in all investment activities.
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. Master's degree and/or CFA charterholder designation are highly desirable.
- A minimum of 5 years of experience in investment analysis, portfolio management, or equity research.
- Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
- Strong understanding of various asset classes and investment strategies.
- Proficiency in financial databases and analytical software (e.g., Bloomberg Terminal, Refinitiv Eikon, FactSet).
- Excellent analytical, problem-solving, and critical thinking skills.
- Superior written and verbal communication skills, with the ability to articulate complex financial concepts.
- Ability to work effectively in a collaborative, high-pressure environment.
- High ethical standards and a strong commitment to fiduciary responsibility.
- Demonstrated ability to work independently and as part of a team.
Senior Investment Analyst - Portfolio Management
Posted 20 days ago
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Job Description
Key Responsibilities:
- Conduct comprehensive financial analysis of securities, industries, and macroeconomic trends.
- Develop and maintain sophisticated financial models for valuation, forecasting, and scenario analysis.
- Perform due diligence on potential investment opportunities and prepare detailed investment reports.
- Monitor existing portfolio performance, identifying risks and opportunities for rebalancing.
- Collaborate with portfolio managers to develop and implement investment strategies.
- Research and present market insights, economic outlooks, and investment recommendations to senior management and clients.
- Stay informed about regulatory changes and their potential impact on investments.
- Utilize financial databases and analytical tools to gather and interpret data.
- Contribute to the development of client-facing materials and presentations.
- Ensure compliance with all relevant financial regulations and ethical standards.
Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field; MBA or Master's degree preferred.
- Minimum of 5 years of experience in investment analysis, portfolio management, or a similar financial role.
- Proven expertise in financial modeling, valuation techniques, and statistical analysis.
- Strong understanding of capital markets, asset classes, and investment strategies.
- Proficiency in financial software and data platforms (e.g., Bloomberg, Refinitiv Eikon).
- Excellent analytical, critical thinking, and problem-solving skills.
- Strong written and verbal communication abilities, with the capacity to present complex information clearly.
- Ability to work independently and manage multiple research projects in a remote setting.
- CFA designation or progress towards it is highly desirable.
This fully remote position offers a significant opportunity for an accomplished investment professional to contribute to global financial strategies from anywhere, supporting clients and initiatives that may relate to the financial sector in Jidhafs, Capital, BH .
Senior Investment Analyst - Portfolio Management
Posted 21 days ago
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Job Description
Responsibilities:
- Conduct comprehensive fundamental and quantitative analysis of publicly traded securities and alternative investments.
- Develop and maintain financial models to forecast company performance, valuation, and investment returns.
- Monitor economic trends, market developments, and geopolitical events impacting investment portfolios.
- Perform due diligence on potential investments, including company visits and management meetings.
- Assist in the construction and rebalancing of investment portfolios based on client objectives and market conditions.
- Generate investment recommendations and present research findings to the investment committee and clients.
- Analyze portfolio risk exposures and implement hedging strategies where appropriate.
- Stay abreast of regulatory changes and industry best practices in investment management.
- Collaborate with traders, research analysts, and other members of the investment team.
- Utilize advanced data analytics tools and software to enhance investment decision-making.
- Prepare performance reports and market commentaries.
Qualifications:
- Master's degree in Finance, Economics, Mathematics, or a related quantitative field. A CFA charter or progress towards it is highly preferred.
- Minimum of 6 years of experience in investment analysis, portfolio management, equity research, or a similar financial role.
- Proven track record of conducting rigorous financial analysis and generating profitable investment ideas.
- Deep understanding of financial modeling, valuation methodologies, and statistical analysis.
- Expertise in various asset classes, including equities, fixed income, and alternatives.
- Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and analytical software (e.g., Excel, Python, R).
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Strong problem-solving and critical thinking abilities.
- Ability to work independently, manage deadlines, and thrive in a fast-paced, remote work environment.
- High ethical standards and a commitment to fiduciary responsibility.
This remote role, supporting the **Tubli, Capital, BH** market, presents a significant opportunity for a talented investment professional to make a substantial impact within a leading financial organization.
Senior Financial Analyst - Investment Portfolio Management
Posted 6 days ago
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Job Description
Responsibilities:
- Perform in-depth financial analysis, including valuation, forecasting, and scenario planning for investment opportunities.
- Develop and maintain sophisticated financial models to assess portfolio performance and risk.
- Conduct comprehensive market research and competitor analysis to identify trends and opportunities.
- Prepare detailed financial reports and presentations for executive leadership and stakeholders.
- Monitor key financial metrics and provide actionable recommendations to optimize investment strategies.
- Collaborate with investment teams to ensure financial objectives are met.
- Assist in the preparation of budgets and long-term financial plans.
- Ensure compliance with all relevant financial regulations and internal policies.
- Stay current with industry best practices and emerging financial technologies.
- Bachelor's degree in Finance, Accounting, Economics, or a related field. Master's degree or professional certification (e.g., CFA, CPA) is a significant advantage.
- Minimum of 5-7 years of experience in financial analysis, investment management, or corporate finance.
- Proven expertise in financial modeling, valuation techniques, and data analysis.
- Strong knowledge of financial markets, investment instruments, and portfolio theory.
- Proficiency in financial software and tools (e.g., Excel, Bloomberg Terminal, FactSet, SAP).
- Excellent analytical, problem-solving, and critical thinking skills.
- Superior written and verbal communication skills, with the ability to present complex financial information clearly and concisely.
- Ability to work effectively in both independent and team settings within a hybrid work structure.
- High level of integrity and attention to detail.
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Director of Financial Planning & Analysis
Posted today
Job Viewed
Job Description
- Leading the annual budgeting and quarterly forecasting processes.
- Developing sophisticated financial models to support strategic initiatives and decision-making.
- Performing in-depth variance analysis and identifying key performance drivers.
- Preparing executive-level financial reports and presentations.
- Providing financial guidance and support to business unit leaders.
- Identifying opportunities for cost savings and revenue enhancement.
- Overseeing financial reporting and compliance activities.
- Mentoring and developing the FP&A team.
- Evaluating new business opportunities and investment proposals.
- Staying abreast of market trends and their impact on financial performance.
Head of Financial Planning & Analysis
Posted 19 days ago
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Job Description
Senior Financial Analyst - Financial Planning & Analysis
Posted 1 day ago
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Job Description
Responsibilities:
- Lead the development and management of the annual budgeting and forecasting processes.
- Prepare monthly, quarterly, and annual financial reports, variance analyses, and performance reviews.
- Develop and maintain complex financial models to support strategic initiatives, new product launches, and investment appraisals.
- Analyze financial data to identify trends, opportunities, and risks, and provide actionable insights to management.
- Collaborate with various departments to gather financial data and provide financial support.
- Monitor key performance indicators (KPIs) and provide recommendations for improvement.
- Assist in the preparation of financial presentations for executive management and the board of directors.
- Ensure the accuracy and integrity of financial data and reporting.
- Contribute to process improvements within the finance function.
- Stay current with accounting standards and financial regulations.
- Support ad-hoc financial analysis and projects as required.
- Bachelor's degree in Finance, Accounting, Economics, or a related field. A professional certification such as CFA or ACCA is a strong advantage.
- Minimum of 5-7 years of progressive experience in financial analysis, FP&A, corporate finance, or a related role.
- Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and financial modeling techniques.
- Experience with financial planning software (e.g., SAP BPC, Oracle Hyperion, Anaplan) is highly desirable.
- Strong understanding of accounting principles (GAAP/IFRS).
- Excellent analytical, problem-solving, and critical thinking skills.
- Superior written and verbal communication skills, with the ability to present financial information clearly and concisely.
- Ability to work independently, manage multiple priorities, and meet tight deadlines.
- Experience working in the Salmabad, Northern, BH area or similar business environments.
- High level of integrity and attention to detail.