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Accounts and Portfolio Analyst

2 weeks ago

Doha, Qatar Al Sulaiman Security Systems & Services Full time

**Job Title: Accounts and Portfolio Analyst - CEO Office**

**Job Summary**:
**Key Responsibilities**:

- Prepare a weekly MIS report summarizing the CEO and family’s personal portfolio, including:

- Mutual Funds, Equities, Fixed Deposits
- Cash and Bank Balances
- Real Estate Investments and Rental Income
- Track and record rental income and utility payments for properties.
- Monitor bank accounts and assist with fund transfers upon approval.
- Maintain organized records of all transactions (digital and physical).
- Post credit card and online payment transactions into the accounting system.
- Perform weekly and monthly bank reconciliations.
- File and manage supporting documents for all payments.
- Handle original property and investment documents with confidentiality.
- Coordinate with bank relationship managers regarding investments.
- Schedule and attend portfolio review meetings with banks and the CEO.
- Liaise with the main accounts department for transaction updates.
- Communicate with real estate agents for rent collection and property matters.
- Assist with travel bookings (air tickets, hotels) as needed.
- Ensure compliance with TDS and GST regulations related to rental income and personal financial transactions.
- **Education**: Bachelor’s degree in Commerce, Accounting, or a related field.
- **Experience**:3 to 5 years of experience in accounting, banking, or finance-related roles.
- **Skills Required**:

- Basic understanding of stock markets, mutual funds, and real estate.
- Proficiency in MS Excel and basic accounting software.
- Good organizational and communication skills.
- Ability to maintain confidentiality and handle sensitive information.
- **Preferred Attributes**:

- Prior experience in handling personal or family accounts is an added advantage.
- Should be trustworthy, discreet, and proactive in managing responsibilities.

**Job Types**: Full-time, Permanent

Pay: QAR3,000.00 - QAR4,000.00 per month