Portfolio Coordinator (Fixed Term Contract)

About Us

Job Purpose

• The Portfolio Coordinator supports the operational management of investment portfolios by coordinating capital calls, portfolio reporting, banking and KYC processes, vendor and project setup, compliance activities, and investment documentation.

Key Responsibilities

• Coordinate and process capital calls, ensuring timely execution and stakeholder communication.
• Manage KYC, bank account onboarding, and compliance-related documentation and processes.
• Maintain investment, fund, and portfolio records, including contracts, reports, correspondence, and valuation support documents.
• Support project and vendor setup for new investments, including CAS creation and system administration.
• Process invoices, raise purchase requisitions, and support 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 key point of contact for internal and external stakeholders on operational matters.
• What will you bring:

Key Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Experience in investment operations, portfolio administration, finance operations
• Understanding of capital calls, portfolio reporting, KYC, banking processes, and investment operations.
• Strong organizational, coordination, and stakeholder management skills.
• Excellent attention to detail and ability to manage multiple priorities.
• Advanced proficiency in Microsoft Excel; experience with Oracle or similar ERP systems is preferred.
• Strong communication skills and ability to work effectively across multiple teams and external partn
• What we offer:
• A superior platform to grow your career including:
• A role that has social and financial impact.
• Great working environment with talented and like-minded colleagues.
• Market leading pay and benefits including performance pay.
• Hybrid working and wellness benefits to help you live your best work and private life.
• Opportunity to grow and develop through learning and experience.
• Excellent work culture enabled by our values of Accountability, Inspiration, Integrity & Partnership.

• Location: Abu Dhabi

• Flexible Working: Remote working up to 5 days a month
• Role is a fixed term contract role augmented to Mubadala Investment Company