Wahed

Artificial Intelligence

• Enhance Customer & Marketing Operations
• Automate Core Business Operations
• Develop and maintain automated scripts and workflows for routine data tasks, including compliance reporting, internal client reporting, and daily reconciliations (fees, client holdings, transactions).
• Build and manage dashboards that provide a single source of truth for regional KPIs, empowering leadership with actionable, real-time insights.

AI and Automation Associate – Risk/Compliance

Financial Planning and Analysis

• Develop and maintain financial models for forecasting, budgeting, and reporting.
• Prepare monthly, quarterly, and annual financial reports and analysis.
• Prepare actual vs. target budget reports on a regular basis.
• Oversee and manage all aspects of fundamental financial planning and analysis, such as planning, spending, predicting, report generation, and other tasks.
• Support budgeting and forecasting processes, including variance analysis and cost control.
• Collaborate with cross-functional teams to provide financial support and analysis for business decisions.
• Work with various business units to forecast income and expenses for the next few years.
• Participate in the development of financial policies, procedures, and best practices.
• Assist investors with their queries and provide timely and accurate information.
• Research potential business expansion opportunities and present findings to senior management.
• Identify and comprehend business issues; propose and carry out solutions.
• Support other ad-hoc projects, reporting, and financial analysis.
• Build and manage dashboards that provide a single source of truth for regional KPIs, empowering leadership with actionable, real-time insights.
• Identify and eliminate points of friction in our financial and operational processes, creating a smoother and more efficient experience for our clients without compromising rigors.
• Develop and deploy automated workflows and scripts to streamline financial and business operations, including budgeting, forecasting, reporting, and reconciliations.

Financial Analyst, FP&A

• Automate Core Business Operations: Develop and maintain automated scripts and workflows for routine data tasks, including compliance reporting, internal client reporting, and daily reconciliations (fees, client holdings, transactions).
• Build and manage dashboards that provide a single source of truth for regional KPIs, empowering leadership with actionable, real-time insights.
• Identify and eliminate points of friction in our financial and operational processes, creating a smoother and more efficient experience for our clients without compromising rigors.
• Financial Planning & Analysis: Develop and deploy automated workflows and scripts to streamline financial and business operations, including budgeting, forecasting, reporting, and reconciliations.
• Prepare and automate monthly, quarterly, and annual financial reports, ensuring accuracy and timeliness in actual vs. target performance tracking.
• Support budgeting and cost-control processes, integrating AI tools for predictive analytics and real-time variance detection.
• Collaborate with cross-functional teams to provide financial insights that guide business and investment decisions.
• Research, analyze, and model potential business expansion or optimization opportunities using AI-enhanced financial modeling.

AI and Automation Associate, Finance

Human Resources

• Curate, edit, and publish engaging content for the company intranet, ensuring all pages reflect updated and accurate information.
• Collaborate with various departments to review, standardize, and update their policies, procedures, and templates in a clear, employee-friendly format.
• Redesign and structure the internal communication page to improve navigation, design aesthetics, and employee engagement.
• Design infographics, creative visuals, and layouts to simplify complex policies or updates using design tools.
• Partner with HR, IT, and department leads to gather inputs, identify content gaps, and suggest creative ideas for improved knowledge sharing.
• Support the rollout of the new internal communication framework, ensuring consistency and alignment with brand tone and company values.

HR Intern

• Enhance Customer & Marketing Operations
• Analyze customer experience (CX) ticket data to identify recurring pain points and develop automated solutions to improve response quality and speed.
• Automate the aggregation and review of marketing metrics, competitor campaign analysis, and content topic research to improve team productivity and campaign effectiveness.
• Automate Core Business Operations
• Develop and maintain automated scripts and workflows for routine data tasks, including compliance reporting, internal client reporting, and daily reconciliations (fees, client holdings, transactions).
• Build and manage dashboards that provide a single source of truth for regional KPIs, empowering leadership with actionable, real-time insights.
• Design and implement automated workflows for reviewing compliance alerts and streamlining KYC/AML decisioning, reducing manual effort and improving accuracy.
• Identify and eliminate points of friction in our compliance processes, creating a smoother and more efficient experience for our clients without compromising rigor.

AI and Automation Operations Associate

Analyst

• Design, implement, and manage OKRs across all departments and develop company-wide strategy.
• Build dashboards and define key metrics as the company's single source of truth.
• Record, track, and report on strategic initiatives linked to OKRs and identify leading indicators.
• Prepare for and facilitate strategy meetings with senior leadership and work closely with the CEO.
• Ensure strategic information is organized, accessible, and actionable for decision-making.
• Create clear, concise presentations on company performance for the Board and leadership team.
• Translate complex data into actionable insights and strategic narratives.

Strategy Analyst

• Design, implement, and manage OKRs across all departments to align high-level vision with measurable outcomes
• Build dashboards and define key metrics to serve as the company's single source of truth
• Record, track, and report on strategic initiatives linked to OKRs
• Identify leading indicators to measure performance and recommend course corrections
• Work closely with the CEO, preparing for and facilitating strategy meetings with senior leadership
• Ensure strategic information is organized, accessible, and actionable
• Create clear, concise, and compelling presentations on company performance for the Board of Directors and leadership team
• Translate complex data into actionable insights and strategic narratives

• Develop and oversee company-wide strategy, including designing, implementing, and managing OKRs across all departments.
• Build dashboards and define key metrics to serve as the company's single source of truth.
• Record, track, and report on strategic initiatives linked to OKRs and identify leading indicators to measure performance and recommend course corrections.
• Work closely with the CEO, preparing for and facilitating strategy meetings with senior leadership and ensuring strategic information is organized, accessible, and actionable.
• Create clear, concise, and compelling presentations on company performance for the Board of Directors and leadership team.
• Translate complex data into actionable insights and strategic narratives.

Backend Engineer

• Work closely with product managers and engineers to build backend solutions
• Swiftly tackle defects and solve them for good, reducing tech debt along the way
• Proactively make improvements to the backend architecture in terms of robustness, security and performance
• Leverage APIs for integrations with other platforms
• Contribute to automated testing efforts and increasing test coverage

Full-stack Engineer

• Work closely with product managers and engineers to build complete automation solutions from backend to frontend
• Swiftly tackle defects and solve them for good, reducing tech debt along the way
• Proactively make improvements to the infrastructure in terms of robustness, security and performance
• Leverage APIs for integrations with other platforms
• Contribute to automated testing efforts and increasing test coverage
• Write technical documentation and runbooks
• Processing large data sets and deriving analytical data

Senior Full Stack Engineer

Product Manager

• Own and drive product initiatives within our digital banking roadmap from ideation to launch.
• Collaborate with engineering and design teams to translate product requirements into well-scoped user stories and deliverables.
• Conduct customer research, competitor analysis, and data-driven validation to inform product decisions.
• Balance compliance and regulatory requirements with usability and customer experience.
• Partner with business stakeholders to align features with commercial goals.
• Track KPIs and measure product success, iterating quickly to improve adoption and engagement.
• Support integration with third-party providers (payments, KYC, core banking, etc.) where needed.
• Participate in regular product reviews and contribute to refining the long-term product vision.