Portfolio Analyst - Operations

Overview

This Portfolio Coordinator role sits within a global portfolio operations team managing over USD 385 billion in assets across more than 50 countries. The position supports the day-to-day operational management of investment portfolios, acting as a central coordination point across capital activity, compliance, reporting, and vendor administration.

Based in Abu Dhabi, this is a fixed-term contract position with hybrid working arrangements permitting up to five remote days per month.

Key Responsibilities

• Coordinate and process capital calls, ensuring timely execution and clear communication with relevant stakeholders.
• Manage KYC procedures, bank account onboarding, and associated compliance documentation.
• Maintain accurate records across investments, funds, and portfolios, including contracts, correspondence, valuation support documents, and reports.
• Support the setup of new investments, including vendor onboarding, project creation, and system administration tasks.
• Process invoices, raise purchase requisitions, and assist with accounts receivable activities.
• Coordinate reporting from fund managers and portfolio companies, and maintain portfolio performance databases.
• Manage subscriptions to investment platforms, research tools, and market data providers.
• Track deliverables, timelines, and action items to support efficient portfolio operations.
• Serve as a primary point of contact for internal teams and external partners on operational matters.
  
  

Skills & Experience

• Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline.
• Prior experience in investment operations, portfolio administration, or finance operations.
• Working knowledge of capital calls, portfolio reporting, KYC processes, and banking operations.
• Strong organisational and coordination skills with the ability to manage multiple priorities simultaneously.
• High attention to detail and a structured approach to documentation and record-keeping.
• Advanced proficiency in Microsoft Excel; experience with Oracle or a comparable ERP system is preferred.
• Effective communicator with the ability to work across multiple internal teams and external partners.
  
  

Why This Role Stands Out

• Exposure to a globally diversified investment portfolio spanning 50+ countries and multiple asset classes.
• Market-competitive compensation including performance-related pay.
• Hybrid working model with up to five remote days per month.
• Wellness benefits designed to support both professional and personal wellbeing.
• A structured environment for professional development through learning and hands-on experience.
• A collaborative culture underpinned by values of accountability, integrity, inspiration, and partnership.
  
  

Application Process

Candidates who meet the requirements above are encouraged to apply. This is a fixed-term contract role based in Abu Dhabi. Shortlisted applicants will be contacted directly to discuss the opportunity in further detail.

About Senna

Senna is a careers platform for professionals pursuing opportunities in private equity. The platform brings together relevant roles, market context, and hiring signals to help candidates navigate the market with greater clarity. For more information, visit joinsenna.com.

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