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27 Aug 2023

Full-Time PE Associate – Al-Ṭūr

Glocap – Posted by JobsTeam Al-Ṭūr, Janūb Sīnāʾ, Egypt

Job Description

An Investment Associate is needed to expand our group. Candidates who wish to actually advance their careers and work for a fast-expanding firm should apply for this position, which offers countless prospects. This job will primarily support the firm advisors with workflow management while providing clients with a great experience. By ensuring that all client needs are met, responding to client inquiries, preparing advisors for client review meetings, and handling other problems and duties as required, this job will support client relationships. The applicant should be proficient in technology and meticulous in every tasks.

Job Title : PE Associate
Location : Al-Ṭūr, Janūb Sīnāʾ, Egypt
Salary : $ 33.18 per hour.
Company : Glocap
Job Type : Full-Time


  • Provide front desk service, such as welcoming customers and guests, politely answering phones, and taking detailed messages when necessary; ensure that all customer demands are addressed promptly and accurately.
  • Assist in leading transaction teams with duties including locating new investment opportunities, performing due diligence, and producing investment memoranda for fund investments and co-investments.
  • Review and respond to all electronic correspondence; promptly address issues and concerns with professionalism and attention to resolution.
  • Produce client forms, reports, and communication per the firm’s Advisor’s instructions, as well as manage existing customer files.
  • Traders utilize this method to handle the purchase and sale of equities and fixed-income securities.
  • Make and manage client files to adhere to regulatory and compliance standards, and prepare reports and databases for file and record keeping.
  • Client records should be shredded on a regular basis to ensure proper disposal of old or superfluous data.
  • oversee the upkeep of all office supplies to guarantee that the practice’s equipment is in proper working order; notify the facilities manager of any problems. Maintain office supplies, making sure that needs like things for the break room are available at all times.
  • Keep your contact database up-to-date so you can use it for reporting, scheduling, and monitoring your costs and marketing efforts.
  • Create and cancel accounts, grant power of attorney and trading authorization as necessary, link life insurance and annuity accounts, finish client registrations, and promptly respond to and carry out client service requests.


  • Though a Bachelor’s Degree is preferred, candidates with relevant job experience and/or college credits earned will also be considered.
  • a track record of success in client management or customer service. This would entail locating client concerns or issues, offering, and starting efficient remedies.
  • 1-2 years of experience in finance or a closely connected discipline, such as billing, accounting, buying, mathematics, etc.
  • Familiarity with Redtail, Orion, Morningstar, MoneyGuidePro, and Wells Fargo Advisors is highly desired.
  • Ability to work autonomously and efficiently despite tight deadlines and a high volume of competing demands.

How to Apply

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Job Types: Full-Time. Salaries: Less than 20,000.

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