40 Wealth Management jobs in Riyadh

OUR IMPACT

Private Wealth Management (PWM)secures, develops and manages relationships with high-net-worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.

Job Description

OUR IMPACT

Private Wealth Management (PWM)secures, develops and manages relationships with high-net-worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.

YOUR IMPACT

Client Service Professionals (CSPs) Provide Client Service Management Support To Our Clients And Operational Support To Sales Teams In The Implementation Of New Client Accounts, Ongoing Account Maintenance, Liquidity Management, Trade Entry, And Monitoring Portfolio Holdings While Gaining a Broad-based Understanding Of The Asset Management Business. How You Will Fulfil Your Potential

• Leverage your operational background and experience to contribute to a growing business
• Plan and manage new account on boarding process
• Work closely with Private Wealth Advisors to support their PWM clients
• Manage cash balances and private banking services in accounts
• Serve as a key liaison to other areas supporting the PWM Business
• Provide overview of client reporting and web capabilities to potential new clients
• Execute, process and reconcile trading and other investment related transactions
• Manage advisory business implementation and re-balancing
• Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
• Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation
• Relay GS research and market views to Private Wealth Advisors
• Work in conjunction with various product groups within Investment Management to respond to client needs
  
  

• Bachelor’s degree
• Fluent English is necessary for this role
• Prior experience working in a relevant field required
• Highly organized with exceptional attention to detail and follow-through
• Strong ability to manage multiple projects with competing deadlines
• Team player with positive attitude and strong work ethic
• Strong communication skills (written and verbal)
• Ability to work in a fast-paced environmentand to be commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
• Integrity, ethical standards and sound judgment
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

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Join to apply for the Support Specialist – Eagle Platform (Portfolio Management) role at Natobotics

Join to apply for the Support Specialist – Eagle Platform (Portfolio Management) role at Natobotics

Job Title: Support Specialist – Eagle Platform (Portfolio Management)

Location: Riyadh, Saudi Arabia

Industry: Banking / Investment Management / FinTech

Experience Required: 5+ years

About The Role

We are seeking a highly skilled Support Specialist with hands-on experience working on BNY Mellon’s Eagle Investment Systems , particularly the Eagle STAR, PACE, and ACCESS modules used for portfolio accounting, data management, and performance reporting . The ideal candidate will have supported the platform in banking or asset management environments, preferably with experience at Bank of America , BNY Mellon , or institutions using Eagle for middle- and back-office operations .

Key Responsibilities

• Provide day-to-day technical and functional support for the Eagle Platform including STAR, PACE, and Performance modules
• Troubleshoot and resolve user issues related to portfolio accounting, performance calculation, and reporting
• Act as a liaison between business users and technical teams for change requests, data corrections, and custom reports
• Monitor batch jobs, data feeds (security, pricing, transaction data), and system interfaces
• Work closely with front-office, middle-office, and operations teams to ensure accurate data processing and reporting
• Manage SLA-driven incident resolution and maintain support documentation
• Support data migrations, upgrades, and new release rollouts of Eagle components
• Engage in root cause analysis and implement preventive measures
  
  

• 5+ years of experience in financial systems support, with a strong focus on Eagle Investment Systems
• Strong knowledge of portfolio management processes, NAV calculations, and financial instruments (equities, fixed income, derivatives)
• Prior work experience in Bank of America, BNY Mellon, or with asset managers using Eagle is highly preferred
• Proficient in SQL, ETL tools, and understanding of data architecture in financial environments
• Familiarity with upstream/downstream systems such as Bloomberg, Aladdin, or CRD is a plus
• Strong analytical skills and attention to detail
• Excellent communication skills in English (Arabic is a plus)
  
  

• Bachelor’s degree in Computer Science, Finance, or related field
• ITIL Foundation or similar certification in service management
• Prior experience working in a banking or asset management firm in the GCC is a bonus
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Other
• Industries IT Services and IT Consulting

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Get notified about new Support Specialist jobs in Riyadh, Riyadh, Saudi Arabia .

Riyadh, Riyadh, Saudi Arabia SAR30,000.00-SAR50,000.00 1 month ago

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Experience Required: 5+ years

About the Role:

We are seeking a highly skilled Support Specialist with hands-on experience working on BNY Mellon’s Eagle Investment Systems , particularly the Eagle STAR, PACE, and ACCESS modules used for portfolio accounting, data management, and performance reporting . The ideal candidate will have supported the platform in banking or asset management environments, preferably with experience at Bank of America , BNY Mellon , or institutions using Eagle for middle- and back-office operations .

Key Responsibilities:

• Provide day-to-day technical and functional support for the Eagle Platform including STAR, PACE, and Performance modules
• Troubleshoot and resolve user issues related to portfolio accounting, performance calculation, and reporting
• Act as a liaison between business users and technical teams for change requests, data corrections, and custom reports
• Monitor batch jobs, data feeds (security, pricing, transaction data), and system interfaces
• Work closely with front-office, middle-office, and operations teams to ensure accurate data processing and reporting
• Manage SLA-driven incident resolution and maintain support documentation
• Support data migrations, upgrades, and new release rollouts of Eagle components
• Engage in root cause analysis and implement preventive measures

Required Skills and Experience:

• 5+ years of experience in financial systems support, with a strong focus on Eagle Investment Systems
• Strong knowledge of portfolio management processes , NAV calculations , and financial instruments (equities, fixed income, derivatives)
• Prior work experience in Bank of America , BNY Mellon , or with asset managers using Eagle is highly preferred
• Proficient in SQL , ETL tools , and understanding of data architecture in financial environments
• Familiarity with upstream/downstream systems such as Bloomberg, Aladdin, or CRD is a plus
• Strong analytical skills and attention to detail
• Excellent communication skills in English (Arabic is a plus)

Preferred Qualifications:

• Bachelor’s degree in Computer Science, Finance, or related field
• ITIL Foundation or similar certification in service management
• Prior experience working in a banking or asset management firm in the GCC is a bonus

Compensation:

Competitive salary aligned with market standards in Riyadh, based on experience and skill set. Visa sponsorship available for exceptional candidates.

About our client

Our client is a leading private equity fund based in Saudi Arabia, with an outstanding track record in private equity transactions globally. They are hiring a portfolio management and investment professional for their team that focuses on metals and industrials sectors in the GCC region.

The team manages a large, successful portfolio which is growing. This role will offer you the opportunity to work across a varied range of projects, and to gain a great deal of exposure to senior stakeholders, including the senior management teams of portfolio companies.

Whilst this role is focused on portfolio strategy and improvement, it sits within the investment team, and there will also be some exposure to working on new acquisitions and disposals.
What the job involves

• Working with portfolio companies and their senior management teams on a range of strategy and operational improvement projects
• Originating, evaluating and screening investment opportunities
• The planning, analysis and implementation of large capex projects

• Prior strategy consulting experience is required for this role
• Experience in metals/mining/industrials is a must, specific exposure to steel is also essential
• You should have a degree and / or MBA from a top-tier university
• A strong work ethic and ability to adapt to the needs of the team is imperative

Company Industry

• Consulting
• Management Consulting
• Advisory Services

Department / Functional Area

Keywords

• VP
• Metals & Industrials

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Type: Full-time / Contract

Experience Required: 5+ years

About the Role:

We are seeking a highly skilled Support Specialist with hands-on experience working on BNY Mellon’s Eagle Investment Systems , particularly the Eagle STAR, PACE, and ACCESS modules used for portfolio accounting, data management, and performance reporting . The ideal candidate will have supported the platform in banking or asset management environments, preferably with experience at Bank of America , BNY Mellon , or institutions using Eagle for middle- and back-office operations .

Key Responsibilities:

• Provide day-to-day technical and functional support for the Eagle Platform including STAR, PACE, and Performance modules
• Troubleshoot and resolve user issues related to portfolio accounting, performance calculation, and reporting
• Act as a liaison between business users and technical teams for change requests, data corrections, and custom reports
• Monitor batch jobs, data feeds (security, pricing, transaction data), and system interfaces
• Work closely with front-office, middle-office, and operations teams to ensure accurate data processing and reporting
• Manage SLA-driven incident resolution and maintain support documentation
• Support data migrations, upgrades, and new release rollouts of Eagle components
• Engage in root cause analysis and implement preventive measures

Required Skills and Experience:

• 5+ years of experience in financial systems support, with a strong focus on Eagle Investment Systems
• Strong knowledge of portfolio management processes , NAV calculations , and financial instruments (equities, fixed income, derivatives)
• Prior work experience in Bank of America , BNY Mellon , or with asset managers using Eagle is highly preferred
• Proficient in SQL , ETL tools , and understanding of data architecture in financial environments
• Familiarity with upstream/downstream systems such as Bloomberg, Aladdin, or CRD is a plus
• Strong analytical skills and attention to detail
• Excellent communication skills in English (Arabic is a plus)

Preferred Qualifications:

• Bachelor’s degree in Computer Science, Finance, or related field
• ITIL Foundation or similar certification in service management
• Prior experience working in a banking or asset management firm in the GCC is a bonus

• 10+ years of experience in IT strategy, portfolio management, or enterprise architecture, ideally in banking
• Proven experience with portfolio tools (e.g., Clarity, ServiceNow, or similar)
• Experience in monitoring portfolio performance, risks, and ROI, with regular updates to senior leadership
• Excellent stakeholder management and strategic planning skills
• Fluency in Arabic & English languages

• Bachelor’s or Master’s degree in Information Technology, Computer Science, or related field
• PMP, MoP, or TOGAF certification is a plus

Arthur Lawrence is a management and technology consulting firm providing enterprise-wide business transformation and business applications implementation services. Our technical expertise and experience working with top companies help organizations develop winning strategies and cost-effective solutions.

We are an UN Women Empowerment Principal Signatory and certified by the National Minority Supplier Development Council.

• Winner of Entrepreneur 360 Award (2019)
• IAOP Award; Ranked in top 100 internationally
• Ranked within the Inc 5000 twice in 2016 and 2017 as one of America's fastest-growing companies
• Named one of the top ten fastest-growing businesses in Houston in 2016
• Ranked 25th in the HBJ Fast 100 Private Companies Award in 2017

We rely on seven core values: Education, Integrity, Value Creation, Collaboration, Best Client, Best People, and Stewardship. Adherence to these values has enabled us to achieve success beyond expectations.

• 10+ years of experience in IT strategy, portfolio management, or enterprise architecture, ideally in banking
• Proven experience with portfolio tools (e.g., Clarity, ServiceNow, or similar)
• Experience in monitoring portfolio performance, risks, and ROI, with regular updates to senior leadership
• Excellent stakeholder management and strategic planning skills
• Fluency in Arabic & English languages

• Bachelor’s or Master’s degree in Information Technology, Computer Science, or related field
• PMP, MoP, or TOGAF certification is a plus

Arthur Lawrence is a management and technology consulting firm providing enterprise-wide business transformation and business applications implementation services. Our technical expertise and experience working with top companies help organizations develop winning strategies and cost-effective solutions.

We are an UN Women Empowerment Principal Signatory and certified by the National Minority Supplier Development Council.

• Winner of Entrepreneur 360 Award (2019)
• IAOP Award; Ranked in top 100 internationally
• Ranked within the Inc 5000 twice in 2016 and 2017 as one of America's fastest-growing companies
• Named one of the top ten fastest-growing businesses in Houston in 2016
• Ranked 25th in the HBJ Fast 100 Private Companies Award in 2017

We rely on seven core values: Education, Integrity, Value Creation, Collaboration, Best Client, Best People, and Stewardship. Adherence to these values has enabled us to achieve success beyond expectations.

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Sub Department: Finance and Accounting - Financial Planning & Repo

Number of Openings: 1

The Financial Planning Analyst supports the budgeting, forecasting, and financial reporting processes. The role ensures accurate cost allocation and billing, conducts financial analyses to provide actionable insights, and collaborates with stakeholders to promote financial efficiency and transparency.

Budgeting, Forecasting & Reporting:

• Support the annual and quarterly budgeting and forecasting processes.
• Assist in consolidating inputs across SSC sub-functions in line with corporate objectives.
• Analyze budget assumptions, financial risks, and trends to improve forecast accuracy.
• Prepare monthly and quarterly financial reports, including dashboards and KPIs.
• Conduct variance analysis between actuals, budgets, and forecasts.
• Deliver financial insights to inform planning, prioritization, and performance discussions.

Skills and abilities:

• Support the execution of the end-to-end shared services billing and cost recovery process.
• Contribute to ensuring accuracy and transparency in intercompany settlements in line with SLAs.
• Assist in reconciling intercompany accounts and resolving financial discrepancies.

Business Support & Process Improvement:

• Support business case reviews, including ROI, IRR, NPV, and payback analysis.
• Collaborate with stakeholders to align financial planning strategies.
• Drive improvements in financial systems, automation, and reporting tools (e.g., SAP, Power BI).

University degree in accounting, finance, business administration or related field or advanced professional qualifications in accountancy.

Minimum 5 years of relevant experience in financial planning, budgeting, and reporting.

Copyright 2021. All Rights Reserved by OSHCO

Select how often (in days) to receive an alert: Create Alert

Sub Department: Finance and Accounting - Financial Planning & Repo

Number of Openings: 1

The Financial Planning Analyst supports the budgeting, forecasting, and financial reporting processes. The role ensures accurate cost allocation and billing, conducts financial analyses to provide actionable insights, and collaborates with stakeholders to promote financial efficiency and transparency.

Budgeting, Forecasting & Reporting:

• Support the annual and quarterly budgeting and forecasting processes.
• Assist in consolidating inputs across SSC sub-functions in line with corporate objectives.
• Analyze budget assumptions, financial risks, and trends to improve forecast accuracy.
• Prepare monthly and quarterly financial reports, including dashboards and KPIs.
• Conduct variance analysis between actuals, budgets, and forecasts.
• Deliver financial insights to inform planning, prioritization, and performance discussions.

Skills and abilities:

• Support the execution of the end-to-end shared services billing and cost recovery process.
• Contribute to ensuring accuracy and transparency in intercompany settlements in line with SLAs.
• Assist in reconciling intercompany accounts and resolving financial discrepancies.

Business Support & Process Improvement:

• Support business case reviews, including ROI, IRR, NPV, and payback analysis.
• Collaborate with stakeholders to align financial planning strategies.
• Drive improvements in financial systems, automation, and reporting tools (e.g., SAP, Power BI).

University degree in accounting, finance, business administration or related field or advanced professional qualifications in accountancy.

Minimum 5 years of relevant experience in financial planning, budgeting, and reporting.

Copyright 2021. All Rights Reserved by OSHCO