Portfolio Associate – Wealth Management

Mensa Investments is seeking a Portfolio Associate – Wealth Management to join our team in the Dubai International Financial Centre (DIFC).We are looking for a finance professional with a strong academic foundation in investments and financial markets, preferably a CFA Charterholder, CFA candidate, or professional with a strong postgraduate qualification in Finance, Investment Management or a related discipline.The successful candidate will work closely with our Investment Advisory and Relationship Management teams across portfolio analysis, investment research, transaction execution, portfolio monitoring, reporting and client servicing.Key ResponsibilitiesSupport portfolio analysis, monitoring and periodic investment reviews.Analyse investment opportunities across fixed income, equities, funds, structured products and deposits.Assist Investment Advisors and Relationship Managers in preparing investment proposals, portfolio reviews and client presentations.Conduct investment and product research and support due diligence on new investment opportunities.Monitor client portfolios for maturities, corporate actions, cash positions, asset allocation and relevant investment opportunities.Coordinate trade execution, settlement and transaction follow-ups with custodian and private banks.Maintain accurate trade blotters, transaction records and portfolio information.Prepare portfolio reports, performance summaries and other client-facing investment materials.Liaise with private banks, custodians, asset managers and other financial counterparties.Support client onboarding and ongoing KYC/CDD documentation.Ensure accuracy, timely execution and adherence to internal policies and applicable regulatory requirements.Provide high-quality operational and investment support to the Portfolio Management and Relationship Management teams.These responsibilities are aligned with the Portfolio Associate mandate in Mensa's existing employment structure, including portfolio operations, transaction execution, reporting, monitoring and investment due diligence.Candidate ProfileCFA Charterholder or CFA Level II/III candidate strongly preferred.Alternatively, a Master's degree in Finance, Investment Management, Financial Economics or a closely related discipline from a reputable institution.3–7 years of relevant professional experience in wealth management, private banking, asset management, investment advisory, family office or portfolio management.Strong understanding of fixed income, equities, mutual funds, ETFs, structured products and other investment instruments.Strong analytical, financial and investment-research capabilities.Advanced proficiency in Microsoft Excel; Bloomberg or similar financial-information platform experience is an advantage.Experience dealing with private banks, custodian banks and investment transaction processes is preferred.Excellent attention to detail with the ability to handle multiple transactions and deadlines accurately.Strong written and verbal communication skills.Proactive, responsive and capable of taking ownership of responsibilities.Good understanding of KYC, CDD and AML requirements.UAE/DIFC experience is preferred, but exceptional candidates with strong investment credentials will also be considered.What We ValueWe are looking for someone who combines strong investment knowledge with excellent execution, attention to detail and a high level of ownership.This role offers exposure to HNW client portfolios, global financial markets, leading international private banks, investment products and portfolio advisory within a growing DIFC-regulated wealth management firm.

Location: DIFC, Dubai, UAEEmployment Type: Full-time, On-siteInterested candidates are invited to apply through LinkedIn with their CV, mentioning their CFA status/level or highest finance qualification, relevant investment experience, current location and notice period.