Investment & Financial Analyst (Graduate / CFA Candidate)

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 / 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: AED1,000.00 per month

Work Location: In person