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Investment & Financial Analyst (Graduate / CFA Candidate)

Levels FZ LLC 🇦🇪 Dubai, United Arab Emirates Posted 59 days ago
Full-timeFinance Sponsors visas
Investment & Financial Analyst (Graduate / CFA Candidate) Infoaccts - Copper & Capital Holdings Location: Dubai (on-site/hybrid, ) — reporting directly to the Founder & Managing Director (Dubai) Type: Full-time · Entry level · Immediate start 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 — and is building an ecosystem of partnerships across business setup, banking, legal, audit, ERP and fintech. The group also includes NeuroXledger, a pre-seed HI×AI financial intelligence platform. We believe in Human First Finance: human intelligence multiplied by AI, never replaced by it. 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 / finan

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