Operational Financial Specialist

6 days ago

Karachi, Sindh, Pakistan beBeeOperations Full time
Job Overview

We are seeking a skilled Operations Specialist to support operational functions, portfolio operations, fund administration, and investment analysis.

  • Portfolio Management: Assist in managing accounts, processing transactions, performing reconciliations, and tracking activities to ensure seamless operations.
  • Trading and Allocation: Assist in trading and client allocations for our SMAs and funds on different exchanges.
  • Fund Administration: Collaborate with the administrator to ensure accurate and transparent reporting of investor accounts, fostering trust and clarity.
  • Investment Analysis: Conduct research, due diligence, and financial modeling on investment opportunities to support the investment team in making informed decisions.
  • Compliance and Internal Controls: Provide assistance in ensuring compliance with regulatory requirements and internal policies, contributing to firm-wide policy development.
  • Audit and Tax Support: Assist with year-end audits and tax processes, ensuring proper oversight and adherence to requirements.
  • Financial Record Keeping: Maintain accurate financial records for investment funds, regularly auditing financial statements to ensure consistency and correctness.
Requirements
  • Bachelor's degree in finance, accounting, or a related field, with 0-2 years of experience.
  • Strong analytical and research skills with the ability to perform thorough due diligence.
  • Familiarity with compliance, audit, and tax principles.
  • Excellent communication and interpersonal skills.
  • Proficiency in relevant software applications, including Microsoft Office Suite.
  • Ability to thrive in a fast-paced, dynamic environment.
Why Join Us?

This role offers the opportunity to gain valuable experience in finance, operations, and compliance within the investment management industry. Contribute to our mission of delivering exceptional investment services while developing professionally in a collaborative, growth-oriented environment.

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