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Relationship Manager & Financial Analyst

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Waystone

6d ago

  • Job
    Full-time
    Mid Level
  • Consulting
    Banking & Finance
  • Dubai
  • Quick Apply

AI generated summary

  • You need a Bachelor's in finance or related field, 3 years' experience, analytical skills, SCA qualifications, and proficiency in MS Office. Strong communication and compliance knowledge are essential.
  • You will manage client relationships, perform financial analysis, analyze distribution channels, prepare reports, ensure regulatory compliance, support investment strategies, and collaborate with cross-functional teams.

Requirements

  • Education:
  • Bachelor’s degree in Economics, Finance, Risk Management Accounting, Business Administration, or a related field. Advanced degree or professional certification.
  • Experience:
  • 3 years’ experience in financial analysis, fund distribution, investment management, or a related area.
  • Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
  • Experience with risk assessment tools and methodologies.
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and financial software.
  • Strong attention to detail and organisational skills.
  • Excellent communication and interpersonal skills.
  • Strong understanding of financial regulations and compliance requirements.
  • SCA Qualifications Requirements (CISI)
  • The qualifications below must be obtained to be approved by the SCA as the Financial Analyst. The governing body that oversees the professional qualifications is the Chartered Institute for Securities and Investment (CISI).
  • Exams Required for SCA Licence
  • UAE Financial Rules and Regulations
  • International Certificate in Wealth and Investment Management (Level 3)
  • Continuous Professional Development
  • Derivatives
  • Risk in Financial Services

Responsibilities

  • Launch and ongoing management of client relationships and ongoing governance of funds with Investment Managers, distributors and across the different service providers, including the Fund Administrator, Custodian, Auditors and Legal Advisors.
  • Identification and management of the relationship to ensure they remain operationally efficient and financially profitable. Includes ongoing interaction with internal teams, and external parties to manage ongoing deliverables, ad hoc matters and project related items.
  • Ensure current knowledge of regulations and updates as and when they are circulated by reading and implementing processes to adhere to changing regulations.
  • Conduct in-depth financial analysis of fund performance, including returns, risk metrics, and market trends.
  • Analyse distribution channels and performance metrics to identify opportunities for improvement.
  • Prepare research reports for management and clients upon request.
  • Comply with the professional code of ethics.
  • Comply with the standard disclaimer and disclosure principles.
  • Assist in the development and execution of fund distribution strategies to optimise asset raising and meet client needs.
  • Support the investment management team in evaluating potential investment opportunities and conducting due diligence.
  • Work closely with cross-functional teams, including marketing, sales, and compliance, to support fund distribution initiatives.
  • Present analytical findings and recommendations to senior management and stakeholders.
  • Carry out economic and financial research, studies, and analyses on behalf of clients and/or publish them to the public through any means of publication and communication.

FAQs

What is the primary role of the Relationship Manager & Financial Analyst?

The primary role involves proactively managing and supporting clients and funds from a commercial and governance perspective, analyzing market trends, evaluating investment opportunities, and collaborating with internal and external parties to optimize fund distribution strategies.

What qualifications are required for this position?

A Bachelor’s degree in Economics, Finance, Risk Management, Accounting, Business Administration, or a related field is required. An advanced degree or professional certification is preferred.

How much experience is necessary for this role?

A minimum of 3 years of experience in financial analysis, fund distribution, investment management, or a related area is required.

What are some essential skills needed for this position?

Strong analytical and problem-solving skills, proficiency in Microsoft Office Suite, attention to detail, excellent communication and interpersonal skills, and a solid understanding of financial regulations and compliance requirements are essential.

What certifications are required to be approved by the SCA as a Financial Analyst?

The required exams for SCA License include the UAE Financial Rules and Regulations and the International Certificate in Wealth and Investment Management (Level 3).

Is there a focus on continuous professional development in this role?

Yes, continuous professional development is encouraged, including learning opportunities such as Derivatives and Risk in Financial Services.

Will I be working with external parties in this role?

Yes, the role involves ongoing interaction with internal teams and external parties, including Investment Managers, distributors, Fund Administrators, Custodians, Auditors, and Legal Advisors.

What type of analysis will I be conducting in this role?

You will conduct in-depth financial analysis of fund performance, including returns, risk metrics, market trends, and the analysis of distribution channels and performance metrics.

What are some of the key duties in managing client relationships?

Key duties include launching and managing client relationships, ensuring operational efficiency, managing financial performance, and adhering to regulatory requirements.

Will there be opportunities to present recommendations to senior management?

Yes, you will be responsible for presenting analytical findings and recommendations to senior management and stakeholders.

Waystone

Providing certainty in your world

Finance
Industry
1001-5000
Employees
2000
Founded Year

Mission & Purpose

Waystone is a leading global provider of institutional governance, administration, risk and compliance services to the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.