QUALIFICATIONS:

• Bachelor’s degree in Finance, Accounting, Economics, or Business.
• 3–5 years of relevant experience in investment operations, fund administration, or back-office functions.
• Familiarity with CMA regulations, securities market infrastructure, and fund accounting.
• Working knowledge of SWIFT, Bloomberg, or financial reconciliation tools is a plus.

PREFERRED SKILLS:

• Meticulous attention to detail and strong numerical accuracy.
• Strong organizational and multitasking abilities.
• Team player with excellent communication and collaboration skills.
• Proficiency in Excel, Word, and basic reporting tools.

ROLE OVERVIEW:

The Operations Officer is responsible for overseeing the end-to-end back-office operations including trade settlements, reconciliations, reporting, and documentation. This role ensures the accurate and timely execution of financial transactions and supports regulatory compliance and operational efficiency.
Business Industry: Asset Management & Corporate Finance Advisory
Location: Riyadh, Saudi Arabia
Reports to: Operations Manager

KEY RESPONSIBILITIES:

• Process and settle all investment trades (equities, fixed income, sukuks, funds, etc.) in a timely and accurate manner.
• Monitor and reconcile daily cash, security positions, and client accounts.
• Manage corporate actions, dividend processing, and custody instructions.
• Maintain and update all client onboarding documents including KYC, agreements, and AML files.
• Coordinate with brokers, custodians, administrators, and internal teams to resolve discrepancies or settlement issues.
• Prepare NAV reports, investor statements, and portfolio summaries as needed.
• Ensure operational adherence to CMA rules, internal audit controls, and Shariah compliance standards.
• Support the launch and onboarding of new investment products, funds, or client accounts.
• Assist in implementing new systems or improving operational workflows to reduce manual effort and increase accuracy.
• Maintain proper archiving and digital documentation of all transactional and operational records.
• Support business continuity planning (BCP) by ensuring accurate backup of operational data.