Alternative Investments Finance Professional

6 days ago

Karachi, Sindh, Pakistan beBeeFinance Full time
Job Description

Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We're on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience.

We're looking for a highly skilled finance professional who can navigate complex financial systems, manage external vendor relationships, and lead budgeting and forecasting processes. The ideal candidate will have a strong command of budgeting, financial reporting, and vendor management, as well as excellent communication and coordination skills.

Key Responsibilities:

  • Manage finance and compliance operations for Lumida's global activities
  • Lead budgeting, forecasting, and monthly reconciliation processes
  • Prepare and support tax filings, financial reports, and assist with regulatory compliance and audit prep
  • Partner with leadership to refine processes across finance, legal compliance, and audit readiness
  • Stay up to date on regulatory obligations and support internal stakeholders with documentation and filings as needed

Requirements

To succeed in this role, you'll need:

  • 3–5 years of experience in finance, audit, or compliance roles
  • Strong command of budgeting, financial reporting, and vendor management
  • Solid working knowledge of Google Sheets, Airtable, and financial systems
  • Excellent communication and coordination skills—both written and verbal
  • High attention to detail, and a bias for action and accountability

What We Offer

We're proud to offer a dynamic work environment that fosters growth, learning, and collaboration. As a member of our team, you can expect:

  • Competitive salary and equity upside
  • Comprehensive benefits package
  • Ongoing training and development opportunities
  • A collaborative culture that values diverse perspectives

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