Investment & Wealth Manager — Berkana

Location: Abu Dhabi, UAEEmployment Type: Full-timeSeniority: Mid-Senior / SeniorAbout BerkanaBerkana is an invitation-only investment community of 100 women who are principals of single-family offices, predominantly ultra-high-net-worth investors.Berkana brings together women deploying capital with purpose, precision, and long-term vision. Our investment interests span venture capital, private equity, deep tech, AI, real assets, and impact-aligned opportunities across sectors including healthcare, energy, food systems, housing, water, and the circular economy.We are building a global platform connecting exceptional women investors with high-quality investment opportunities, investment intelligence, family offices, funds, founders, and strategic relationships across the GCC and international markets.About the RoleWe are looking for an Investment & Wealth Manager to join Berkana and work closely with our UHNW single-family-office principals.This is an investment-focused role, rather than a traditional wealth-management or sales position.The successful candidate will develop a deep understanding of our members' investment strategies, portfolios, capital allocation preferences, areas of interest, and investment mandates. They will then work with the Berkana team to identify relevant opportunities, assess their fit for individual members, and facilitate high-quality investment connections.The role sits at the intersection of private wealth, family offices, investment analysis, private markets, and investor relationships.Key ResponsibilitiesMember Investment IntelligenceDevelop a detailed understanding of Berkana members' investment strategies and capital allocation preferences.Build and maintain investment profiles covering asset classes, sectors, geographies, ticket sizes, risk appetite, investment horizon, and liquidity preferences.Understand what each principal is actively looking to invest in and where they have existing exposure.Maintain a high level of confidentiality and discretion when handling UHNW investor information.Investment OpportunitiesReview and analyse investment opportunities relevant to Berkana members.Evaluate opportunities across VC, PE, private credit, real estate, deep tech, AI, impact, and other private-market strategies.Prepare concise investment briefs and opportunity summaries.Identify which Berkana members may be relevant for specific opportunities.Coordinate introductions between members and founders, fund managers, family offices, and other investment counterparties.Support members during initial evaluation and diligence processes.Identify potential co-investment and syndication opportunities between Berkana members.Investment Research & IntelligenceResearch investment themes, sectors, funds, managers, and emerging opportunities.Track developments across global private markets.Develop investment insights and intelligence for the Berkana community.Build and maintain a high-quality database of investment managers, funds, companies, family offices, and investment opportunities.Identify emerging investment themes that may be particularly relevant to UHNW women and family offices.Family Office & Investment NetworkDevelop relationships with family offices, private equity and venture capital funds, private banks, asset managers, founders, investment professionals, and other relevant counterparties.Source high-quality investment opportunities for the Berkana ecosystem.Represent Berkana at selected investment meetings, private dinners, family-office gatherings, conferences, and roundtables.Develop a strong understanding of the GCC and international family-office ecosystem.Support for Berkana's GrowthThe primary focus of this role is investment, but the successful candidate will also support the development of Berkana's platform by:Identifying potential UHNW women and family offices who could be relevant to Berkana.Supporting strategic relationships with investment institutions and family offices.Identifying potential partnerships and co-investment opportunities.Contributing investment expertise to Berkana's events, roundtables, and member programming.The Ideal CandidateWe are looking for someone who understands how sophisticated capital is allocated.You may currently be working as a:Investment ManagerFamily Office Investment ManagerPrivate BankerWealth ManagerInvestment AdvisorPrivate Markets Investment ProfessionalPrivate Equity Associate / VPVenture Capital Associate / VPFamily Office AdvisorInvestment Analyst / AssociateAsset Management professionalRequirements5+ years of relevant experience in investment management, family office, private banking, wealth management, VC, PE, private markets, or investment advisory.Strong understanding of investment analysis and capital allocation.Strong knowledge of private markets and alternative investments.Experience working with UHNW individuals, family offices, institutional investors, or sophisticated private investors.Ability to analyse investment opportunities and communicate investment theses clearly.Strong financial and analytical skills.Excellent research and due-diligence capabilities.Strong understanding of portfolio construction and asset allocation.Excellent communication and relationship-management skills.High level of discretion and professionalism.Strong English communication skills.Existing relationships within the family-office or investment ecosystem are highly desirable.GCC experience is highly desirable.What We Are Looking For Beyond the CVWe are particularly interested in candidates who can think like an investor and communicate like a trusted adviser.You should be comfortable sitting with a single-family-office principal and discussing:“What are you investing in?”“What are you looking for?“What is missing from your portfolio?”“What opportunities are you interested in?”“What would make you invest?”You should then be able to translate that understanding into relevant investment opportunities and meaningful connections.Success in This RoleThe successful candidate will become a trusted investment resource for Berkana's members and will help build the investment intelligence and infrastructure behind the Berkana platform.Key measures of success will include:Quality of member investment profiles and intelligence.Quality and relevance of investment opportunities sourced.Number and quality of investment relationships developed.Investment opportunities successfully matched with members.Co-investment and syndication opportunities generated.Quality of investment research and insights provided to members.Strength of the family-office and private-markets network developed.Why BerkanaThis is an opportunity to work directly within a growing global network of UHNW women investors and family-office principals, with exposure to venture capital, private equity, deep tech, AI, impact investing, and private markets.Berkana's broader mission is to strengthen the role of women as capital allocators and connect their capital with opportunities capable of shaping both financial outcomes and the future they want to build.To Apply: Please submit your CV and a short note outlining your experience working with UHNW individuals, family offices, investments, and private markets.CompensationUSD 10,000–15,000 monthly base salary, depending on experience and seniority, plus:Performance-based annual bonus linked to investment activity, member engagement, quality of opportunities sourced, and contribution to Berkana's investment platform; andPotential participation in the economics of qualifying investment transactions, subject to the structure of each transaction and applicable agreements.