Investment & Financial Analyst (Graduate / CFA Candidate)
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Key skills for this role
About the Role
Levels FZ LLC is hiring an Investment & Financial Analyst to own the financial model, partner economics, and investor materials for a UAE finance advisory group.
Key Skills for This Role
Responsibilities
- Own the 5 year financial model: maintain and evolve the group model (revenue builds, partner economics, geo expansion, P&L, cash flow); update actuals monthly and reforecast quarterly
- Track partnership economics: measure referral revenue, bundle performance, and client lifetime value per revenue branch
- Build investor materials: data rooms, one pagers, deck financials, and diligence ready schedules
- Research the market: investor mapping, competitor benchmarking, fee benchmarking, and regulatory driven demand analysis
- Report a weekly KPI pack for the founder: booked assessments, retainer MRR, pipeline conversion, partner referral flows, unit economics
Requirements
- Fresh graduate (Business/Economics/Finance) or early career candidate
- CFA Level I candidate or passed strongly preferred
- Advanced Excel is non negotiable: can build a three statement model with clean assumptions, no hardcodes, and zero errors
- Clear written communication
- Curious, rigorous, and honest with numbers
- Based in Dubai
Full Job Posting
The one line version
- You will own the numbers behind a UAE finance advisory group as it scales from Dubai to the UK and US — the financial model, the partner economics, the investor materials — working directly with the founder, not buried three layers down.
About us
- Infoaccts is a UAE licensed financial advisory firm (Dubai · Sharjah · Goa) that acts as the embedded finance function for SMEs — accounting, tax, financial management and outsourced CFO advisory.
- The group also includes NeuroXledger, a pre seed HI×AI financial intelligence platform.
What you'll do
- Own the 5 year financial model. Maintain and evolve the group model (revenue builds, partner economics, geo expansion, P&L, cash flow); update actuals monthly and reforecast quarterly.
- Track partnership economics. Measure referral revenue, bundle performance, and client lifetime value per revenue branch (setup, banking, audit, software, legal, fintech); recommend pricing changes with evidence.
- Build investor materials. Data rooms, one pagers, deck financials, and diligence ready schedules for our seed pipeline of operator angels and family offices.
- Research the market. Investor mapping, competitor benchmarking (UAE, UK, US), fee benchmarking, and regulatory driven demand analysis (UAE e invoicing, Corporate Tax, UK Making Tax Digital).
- Report what matters. A weekly KPI pack for the founder: booked assessments, retainer MRR, pipeline conversion, partner referral flows, unit economics.
Who we're looking for
- Fresh graduate (Business/ economics / finance) or early career candidate; CFA Level I candidate or passed strongly preferred.
- Advanced Excel is non negotiable: you can build a three statement model with clean assumptions, no hardcodes in formulas, and zero errors. Bonus: Google Sheets automation, Power BI, or Python/SQL.
- You write clearly. A model nobody can read is a model nobody trusts.
- Curious, rigorous, and honest with numbers — you flag what's wrong even when it's inconvenient.
- Based in Dubai.
What you get
- Direct founder mentorship across UAE, India, UK and US market building — the kind of exposure analysts at large firms wait five years for.
- A defined growth path: Analyst → Senior Analyst → Investor Relations lead as we scale.
- Competitive market salary + performance bonus (share expectations with your application).
How to apply
- Infoaccts is an equal opportunity employer. We hire for rigor, honesty and curiosity.
Pay
- AED 1,000.00 per month
Work Location
- In person
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