33 Wealth Manager jobs in Bahrain

Operation

Division

Finance

Location

Closing Date

27-Mar-2025

Zain is the pioneer of mobile telecommunications in the Middle East. We began life in 1983 in Kuwait as the region’s first mobile operator, and since the initiation of our expansion strategy in 2003, we have expanded rapidly. Read more here: Zain Overview

The role of the Financial Planning and Analysis Expert is to independently manage the financial planning and business performance analysis within Zain Bahrain. Reporting directly to the Budgeting and Business Performance Manager, the role combines elements of financial planning, budgeting, and performance analysis to drive strategic decision-making and ensure the company is moving toward achieving its goals. The role requires an expert who has experience within the telecom field.

1. Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a relevant field. CMA & FMVA preferred.
2. Experience: 8-10+ years of experience in financial planning, business performance analysis, financial analysis, or a similar role in Telecom.
3. Skills:
   • Strong analytical skills with the ability to interpret complex financial data, identify trends, and generate actionable insights.
   • Proficiency in financial modeling, forecasting, and variance analysis.
   • Excellent knowledge of key financial concepts, performance metrics, and reporting methodologies.
   • Advanced proficiency in data analysis tools (e.g., Excel, SQL) and experience with business intelligence and visualization tools (e.g., Tableau, Power BI).
   • Strong communication skills, with the ability to effectively present complex information to diverse audiences.
   • Detail-oriented with excellent organizational and time management skills.
   • Ability to work independently, prioritize tasks, and meet deadlines.

1. Collaborate with cross-functional teams to gather relevant financial and operational data for analysis.
2. Monitor and analyze key performance indicators (KPIs) related to revenue, cost of goods sold (COGS), profitability, and other financial metrics.
3. Conduct in-depth analysis to identify trends, patterns, and drivers of business performance, and provide actionable insights and recommendations.
4. Prepare and deliver regular performance reports, highlighting key findings and presenting them to senior management and stakeholders.
5. Develop financial models and forecasts to evaluate business initiatives and assess their impact on financial performance.
6. Identify areas for process improvement and optimization to enhance the efficiency and effectiveness of business performance analysis and reporting.
7. Stay updated with industry trends, best practices, and emerging tools and technologies in business performance analysis and reporting.
8. Manage and monitor the annual budget and quarterly reforecasts.
9. Enhance budgeting and forecasting techniques to maintain high standards of quality and accuracy.
10. Design and review monthly financial performance reporting packages, including budget, forecasts, actuals of the income statement, balance sheet, and cash flows, ensuring alignment with overall targets and operational plans.
11. Review Business Case Studies to support better decision-making aligned with the budget and strategic plan.
12. Perform any related tasks as required or assigned.

If you meet the criteria and you are enthusiastic about the role, we would welcome your application. To complete the application you would need the following document(s):

• Conduct comprehensive financial analysis of publicly traded companies, industries, and macroeconomic trends to identify investment opportunities.
• Develop and maintain financial models, valuation analyses, and investment theses for potential investments.
• Monitor and analyze existing portfolio performance, identifying areas for rebalancing and strategic adjustment.
• Prepare detailed investment research reports, presentations, and recommendations for portfolio managers and investment committees.
• Assess investment risks, including market risk, credit risk, and operational risk, and develop mitigation strategies.
• Utilize various data sources and financial databases (e.g., Bloomberg, Refinitiv Eikon) for research and analysis.
• Contribute to the development and refinement of investment strategies and asset allocation frameworks.
• Stay abreast of market developments, regulatory changes, and economic events that could impact investment portfolios.
• Collaborate with other analysts and portfolio managers to share insights and best practices.
• Ensure compliance with all relevant financial regulations and internal policies.
• Mentor junior analysts and provide guidance on research methodologies and analytical techniques.
• Present findings and recommendations clearly and effectively to stakeholders at all levels.

• Bachelor's degree in Finance, Economics, or a related quantitative field. Master's degree or MBA preferred.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial services role.
• Proven track record of conducting thorough financial due diligence and producing high-quality investment research.
• Strong proficiency in financial modeling, valuation techniques (e.g., DCF, comparable company analysis), and statistical analysis.
• In-depth knowledge of financial markets, various asset classes (equities, fixed income, alternatives), and investment instruments.
• Experience with financial data platforms such as Bloomberg Terminal, Refinitiv Eikon, or FactSet.
• Excellent analytical, critical thinking, and problem-solving skills.
• Strong written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Professional designations such as CFA (Chartered Financial Analyst) or progress towards one is highly desirable.
• Ability to work independently and as part of a collaborative team in a demanding environment.
• High level of integrity and attention to detail.

• Develop and maintain financial models for forecasting, budgeting, and long-term strategic planning.
• Analyze financial performance against budgets and forecasts, identifying key drivers of variances.
• Prepare monthly, quarterly, and annual financial reports and presentations for senior management.
• Conduct ad-hoc financial analysis to support strategic initiatives and business decisions.
• Assist in the development of business cases for new projects and investments.
• Monitor industry trends and competitor performance to provide relevant insights.
• Collaborate with departmental heads to gather financial data and ensure accuracy of reporting.
• Identify opportunities for process improvement within the finance function.
• Support treasury operations and capital management activities as needed.
• Ensure compliance with financial policies and procedures.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 3 years of experience in financial analysis, corporate planning, or a similar role.
• Proficiency in financial modeling and data analysis using Excel and other financial software.
• Strong understanding of financial statements, accounting principles, and corporate finance concepts.
• Excellent analytical, problem-solving, and critical thinking skills.
• Ability to communicate complex financial information clearly and concisely.
• Familiarity with business intelligence tools (e.g., Tableau, Power BI) is a plus.
• Ability to work independently and manage time effectively in a remote setting.
• Strong attention to detail and accuracy.

• Develop and maintain sophisticated financial models for forecasting, valuation, and scenario analysis.
• Conduct thorough due diligence on potential investments and acquisitions.
• Analyze financial data to identify trends, risks, and opportunities.
• Prepare comprehensive financial reports, presentations, and investment memos for senior management.
• Assist in the development of annual budgets and long-term financial plans.
• Monitor key financial performance indicators (KPIs) and provide actionable insights.
• Research industry trends and competitor activities to inform strategic decisions.
• Ensure compliance with all relevant financial regulations and reporting requirements.
• Collaborate with cross-functional teams to support financial decision-making.

• Bachelor's degree in Finance, Economics, or a related quantitative field. Master's degree or CFA designation is a strong plus.
• Minimum of 4 years of experience in financial analysis, investment banking, corporate finance, or a related field.
• Advanced proficiency in financial modeling, Excel, and data analysis tools (e.g., Python, SQL).
• Strong knowledge of financial markets, valuation methodologies, and accounting principles.
• Excellent analytical, problem-solving, and critical thinking skills.
• Superior written and verbal communication skills.
• Ability to manage multiple projects simultaneously and meet tight deadlines.

Foreground is partnering with a prominent Venture Capital and Private Equity firm headquartered in Bahrain, with a diversified portfolio spanning technology, fintech, and energy. Renowned for identifying high-growth ventures and unlocking value through active ownership, the firm continues to shape the future of strategic investments across the region.

As part of its growth and governance priorities, the firm is seeking a Head of Portfolio Management to lead the portfolio function, providing strategic direction, operational oversight, and performance management across a group of high-impact subsidiaries and affiliates. The role reports directly to the Chief Operating Officer and will serve as a critical link between executive leadership and portfolio companies.

Strategic Portfolio Leadership

• Lead the end-to-end portfolio management function, overseeing the performance, governance, and value creation plans across all subsidiaries and affiliates.
• Serve as the executive focal point between portfolio companies and the COOs office, ensuring alignment with the firms strategic and financial objectives.
• Develop and implement a structured performance monitoring framework across the portfolio, with actionable KPIs and risk-adjusted growth metrics.

Executive Relationship Management

• Build strong, trust-based relationships with CEOs and senior leadership teams of portfolio companies.
• Act as a senior representative of the firm in all board-level discussions, executive committees, and high-stakes strategic reviews.
• Provide mentorship, strategic insight, and executive coaching to portfolio leadership teams when needed.

Operational and Financial Oversight

• Review and challenge business plans, annual budgets, and investment cases, ensuring commercial viability and strategic alignment.
• Conduct deep-dive performance reviews on a monthly and quarterly basis, recommending corrective actions and driving accountability.
• Lead scenario planning, cost optimization initiatives, and turnaround strategies where required.

Corporate Governance and Compliance

• Drive governance excellence by setting governance protocols, leading board meetings, and ensuring full compliance with shareholder requirements.
• Oversee the preparation of board packs, committee reports, and executive summaries for internal and external stakeholders.

Strategic Growth & Business Development

• Collaborate with portfolio companies on M&A strategies, new market entries, JV structuring, and product launches.
• Represent the firm in strategic forums, investment committees, and external stakeholder meetings.
• Actively contribute to the firms own development initiatives, supporting transaction teams during new investments and exits.

COO Office Support

• Operate as the strategic right-hand to the COO on all matters related to portfolio performance, risk, and value realization.
• Prepare high-level analysis, dashboards, and recommendations for board-level decision-making.

• Bachelors degree in Business Administration, Finance, or a related field; MBA or equivalent postgraduate qualification is preferred.
• Minimum 10+ years of experience in portfolio management, investment oversight, or strategic operations within private equity, holding companies, or diversified groups.
• Demonstrated track record in strategy, performance improvement, or corporate governance.
• Proven track record of leading complex, multi-entity portfolios and delivering measurable performance improvements.
• Strong command of corporate governance, strategic finance, and operational best practices.
• Outstanding stakeholder management, executive presence, and communication skills.
• Fluent in English; Arabic is a plus.

Career Opportunities with Avana Companies

A great place to work.

As a people-first organization, AVANA Companies is the sum of our team members. Our team is the heart of our organization, across all our brands. Given everything they bring to the table, our goal is to enrich their lives as much as we enrich the lives of our clients and partners. At the end of the day, our passion is our people, and our purpose is to deliver Capital for a Better Tomorrow. As a united team, we passionately pursue that purpose – ultimately creating a lasting impression on our own lives and the lives of people around the world. We’re lucky that every day we get to collaborate and work together to accomplish that. It’s one of the many factors that make us a family of companies.

Want to learn more about how you can join our family? View our openings below and be sure to check back often, as our family is constantly growing!

Mission:
The mission of a Credit Analyst, known internally as Portfolio Management Officer, is to monitor assigned loans within the loan portfolio ensuring accurate risk ratings are assigned, identifying early warning signals and recommending appropriate action. Portfolio Management Officers also monitor and administer construction loans in accordance with standards outlined in credit policy. By doing this, they ensure the stability, profitability, and regulatory compliance of the loan portfolio while effectively managing risk and maximizing shareholder value.

Key Results

• Maintain 90% compliance rate for loan reviews
• QC and process construction draw requests within 5 business days of receiving the inspector’s final report
• Ensure 100% of loan extensions are processed, or loan is handed over to Special Assets, prior to loan maturity

Core Competencies

• Analytical Thinking
• Attention to Detail
• Collaborating with Others
• Decision Making
• Problem Solving

Responsibilities

• Conduct periodic credit risk analyses of assigned loans within the loan portfolio, ensuring accurate risk ratings are assigned.
• Engage with clients proactively and independently to gather the information necessary to complete analyses and make informed decisions.
• Draft and present clear credit in written loan reviews that accurately capture the credit risk of each loan including the financial capacity of the borrower, the performance of the property and the current value of collateral.
• Utilize US-based resources to assess risk exposure within the loan portfolio, including probabilities of default and loss given default.
• Monitor the performance of assigned loans within the loan portfolio, identifying early warning signals and recommending appropriate action.
• Conduct industry research and analysis to understand market trends and identify potential risks.
• Monitor and administer construction loans, including tracking budgets, monitoring completion schedules, reviewing third-party reports and ensuring draws are funded timely.
• Ensure compliance with all relevant laws, regulations and internal policies.
• Communicate effectively with internal stakeholders to provide updates on portfolio performance and risk trends.
• Stay informed about changes in regulatory requirements and industry best practices to maintain compliance and mitigate legal and regulatory risks.
• Travel may be required for training purposes.

Requirements

• Minimum 3 years of experience in commercial lending, preferably with a focus in commercial real estate and hospitality
• Bachelor's degree in Finance or Accounting with a strong academic record
• Strong analytical skills with the ability to interpret complex financial data and identify key risk factors
• Ability to work independently with minimal supervision
• Strong attention to detail and ability to identify discrepancies in data
• Proficiency in financial software, data analytics tools, and spreadsheet applications (such as Excel)
• Excellent verbal and written communication skills in English with the ability to articulate findings and recommendations effectively and concisely
• Ability to work in a fast-paced and multi-national environment
• Ability to multi-task, solve problems and think quickly
• Willing to work US hours (i.e. 4:00 pm to 1:00 am Bahrain Time)

Mission:
The mission of a Credit Analyst, known internally as Portfolio Management Officer, is to monitor assigned loans within the loan portfolio ensuring accurate risk ratings are assigned, identifying early warning signals and recommending appropriate action. Portfolio Management Officers also monitor and administer construction loans in accordance with standards outlined in credit policy. By doing this, they ensure the stability, profitability, and regulatory compliance of the loan portfolio while effectively managing risk and maximizing shareholder value.

Key Results

• Maintain 90% compliance rate for loan reviews
• QC and process construction draw requests within 5 business days of receiving the inspector's final report
• Ensure 100% of loan extensions are processed, or loan is handed over to Special Assets, prior to loan maturity

Core Competencies

• Analytical Thinking
• Attention to Detail
• Collaborating with Others
• Decision Making
• Problem Solving

Responsibilities

• Conduct periodic credit risk analyses of assigned loans within the loan portfolio, ensuring accurate risk ratings are assigned.
• Engage with clients proactively and independently to gather the information necessary to complete analyses and make informed decisions.
• Draft and present clear credit in written loan reviews that accurately capture the credit risk of each loan including the financial capacity of the borrower, the performance of the property and the current value of collateral.
• Utilize US based resources to assess risk exposure within the loan portfolio, including probabilities of default and loss given default.
• Monitor the performance of assigned loans within the loan portfolio, identifying early warning signals and recommending appropriate action.
• Conduct industry research and analysis to understand market trends and identify potential risks.
• Monitor and administer construction loans, including tracking budgets, monitoring completion schedules, reviewing third-party reports and ensuring draws are funded timely.
• Ensure compliance with all relevant laws, regulations and internal policies.
• Communicate effectively with internal stakeholders to provide updates on portfolio performance and risk trends.
• Stay informed about changes in regulatory requirements and industry best practices to maintain compliance and mitigate legal and regulatory risks.
• Travel may be required for training purposes.

Requirements

• Minimum 3 years of experience in commercial lending, preferably with a focus in commercial real estate and hospitality
• Bachelor's degree Finance or Accounting with strong academic record
• Strong analytical skills with the ability to interpret complex financial data and identify key risk factors
• Ability to work independently with minimal supervision
• Strong attention to detail and ability to identify discrepancies in data
• Proficiency in financial software, data analytics tools, and spreadsheet applications (such as Excel)
• Excellent verbal and written communication skills in English with the ability to articulate findings and recommendations effectively and concisely
• Ability to work in a fast-paced and multi-national environment
• Ability to multi-task, solve problems and think quickly
• Willing to work US hours (i.e. 4:00 pm to 1:00 am Bahrain Time)

Company Industry:

• Banking
• Broking

Department / Functional Area:

• Finance
• Treasury

• Develop and maintain complex financial models for forecasting, budgeting, and strategic planning.
• Conduct thorough analysis of financial performance, identifying key trends, variances, and potential risks/opportunities.
• Prepare detailed financial reports, presentations, and dashboards for senior management and stakeholders.
• Assist in the evaluation of new investment opportunities, including due diligence and financial feasibility studies.
• Monitor and analyze industry trends and competitor performance to inform strategic decisions.
• Support the annual budgeting process and rolling forecasts.
• Ensure compliance with financial regulations and internal policies.
• Provide financial insights and recommendations to optimize resource allocation and drive profitability.
• Collaborate with various departments to gather financial data and ensure accuracy.
• Stay updated on accounting standards and financial best practices.

• Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA or CFA designation is highly preferred.
• Minimum of 6 years of experience in financial analysis, corporate finance, or investment banking.
• Proficiency in financial modeling, valuation techniques, and statistical analysis.
• Advanced skills in Microsoft Excel, PowerPoint, and financial management software (e.g., SAP, Oracle, Hyperion).
• Strong understanding of accounting principles and financial reporting standards.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional communication and presentation skills, with the ability to convey complex financial information clearly.
• Ability to work independently and manage multiple projects in a dynamic environment.
• Strong attention to detail and commitment to accuracy.
• Experience in a hybrid work environment, balancing remote and in-office responsibilities.