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Bookkeeping Portfolio Manager

Accurate Group · Koweït

جديد
Onsite 🇬🇧 English
Excel Financial systems Spreadsheet software

وصف الوظيفة

About the role

Sakan.com is seeking a full‑time Bookkeeping Portfolio Manager to join its Kuwait City office. You will be responsible for maintaining accurate financial records for a portfolio of real‑estate and investment accounts, supporting internal stakeholders and clients with timely reporting.

Key responsibilities

  • Maintain general ledgers and ensure accurate posting of all transactions.
  • Track cash flows, reconcile bank and brokerage statements, and record trading activity.
  • Prepare periodic portfolio performance and financial reports for management and clients.
  • Coordinate with investment, trading, and operations teams to ensure data consistency.
  • Support budgeting, forecasting, and compliance activities.
  • Identify process improvements and strengthen internal controls.

Required profile

  • Strong analytical ability to interpret financial data and produce clear reports.
  • Solid understanding of finance and accounting principles, including ledger management and reconciliations.
  • Experience in portfolio management, asset allocation, and performance tracking.
  • Familiarity with trading processes and related cash movements.
  • Bachelor’s degree in Accounting, Finance, or a related field; certifications such as CMA, CPA, or CFA are a plus.
  • Prior experience in real‑estate, investment management, or financial services is preferred.
  • Ability to work on‑site in Kuwait City and meet local work‑authorization requirements.

Required skills

  • Microsoft Excel
  • Accounting software
  • Financial systems and data tools
  • Spreadsheet software

Questions fréquentes

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Accurate Group

Koweït