Investment Analyst

Explore more jobs; Kuwait; On-site; KWD 8,000 - 12,000; Full time

Benefits offered by this job

Global exposure to investments

Competitive compensation

Job summary

Oryx Ltd. is seeking an Investment Analyst in Kuwait to join our family office framework. The role supports investment activity across the full deal cycle—from sourcing and due diligence to execution, monitoring, and exit—across real estate, private equity, public markets and alternatives.

You will build rigorous financial models, prepare memoranda with clear risk‑return framing, and surface insights for senior decision‑makers. Strong English communication and discretion are essential.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business Administration or a related field.
• 1–3 years in investment, finance, advisory, or related role; strong internships welcome.
• Proficient in financial modeling and valuation techniques (DCF, IRR, NPV, comps).
• Strong command of Excel and PowerPoint; familiarity with Bloomberg, PitchBook or Capital IQ.

Responsibilities

• Build financial models and valuation analyses across DCF, IRR, NPV and comps.
• Prepare investment memoranda with risk‑return framing and recommendations.
• Coordinate due diligence across commercial, financial and legal assessments.
• Monitor portfolio performance and support deal execution from sourcing to exit.

Skills

Financial modeling

Valuation techniques

Excel

PowerPoint

English communication

Education

Bachelor's degree

Tools

Bloomberg

PitchBook

Capital IQ

Job description

Investment Analyst Company: Oryx Ltd. Employment: Full-time Reports to: Managing Partner and Portfolio Manager Department: Investment Location: Kuwait About Oryx Ltd. Oryx Ltd. is a family office with a global investment mandate spanning private equity, venture capital, public markets, real estate, and alternative investments. The group’s primary focus is the USA and the GCC, with additional exposure across the UK, Europe, and select global markets. It operates through specialist subsidiaries and takes a principal-led, long‑term approach to building and managing assets. The Role Reporting directly to the Managing Partner and Portfolio Manager, the Investment Analyst supports investment activity across the full deal cycle — sourcing, due diligence, execution, monitoring, and exit — for opportunities spanning real estate, private equity, public markets, and alternatives. The mandate is global, with primary focus on the USA and the GCC and selective exposure across the UK, Europe, and Asia. You will work across asset classes and jurisdictions, building the analytical and financial discipline that supports principal investment decisions. The role demands strong analytical capability, the discipline to produce rigorous financial models and memoranda, and the judgment to evaluate opportunities on both absolute merit and against the firm’s existing portfolio. Success looks like a well‑maintained deal pipeline, investment‑grade memoranda, accurate portfolio monitoring, and the ability to surface insights to the Managing Partner clearly framed for decision‑making.

Key Responsibilities

• Investment Analysis & Evaluation
  • Build financial models and valuation analyses across DCF, IRR, NPV, and comparable company methods
  • Prepare investment memoranda with clear risk‑return framing, geographic context, and a recommendation for the Managing Partner
  • Evaluate offering memoranda, pitchbooks, business plans, and related transaction documentation
  • Analyze company and asset performance on both an absolute and relative basis
  • Synthesize publicly available data on deals, sectors, and real estate assets to support investment views
• Transaction Execution & Due Diligence
  • Support new investment execution across asset classes — direct real estate, private equity, public markets, and alternatives
  • Coordinate due diligence workstreams including commercial, financial, and legal assessments
  • Manage interaction with external advisors, intermediaries, and co‑investment partners through transaction close
  • Handle investment documentation including subscription documents and private placement memoranda
• Market Research & Strategic Insights
  • Monitor macroeconomic and geopolitical developments across the US, GCC, UK, and Europe; assess portfolio implications
  • Track financial market activity to inform positioning across local and global markets
  • Maintain internal research databases and a structured deal pipeline
  • Stay current on regulatory developments affecting the firm’s investment landscape
• Portfolio Monitoring & Performance
  • Monitor portfolio positions across geographies and asset classes; produce regular performance reports
  • Support compliance tracking, documentation, and risk monitoring across active and historical investments
  • Recommend optimization strategies as portfolio composition and market conditions evolve

What We Offer

• A global investment mandate across asset classes and jurisdictions
• Exposure to principal investment decisions at a family office — not advisory work
• Competitive compensation commensurate with experience

Essential

• Education: Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field
• Experience: 1–3 years in investment, finance, advisory, or a related role; strong recent graduates with relevant internships will also be considered
• Financial modeling: Solid proficiency in financial modeling and valuation techniques including DCF, IRR, NPV, and comparable company analysis
• Tools: Strong command of Excel and PowerPoint; working familiarity with at least one of Bloomberg, PitchBook, or Capital IQ
• Communication: Strong written and verbal English; able to prepare and present investment memoranda and reports to senior stakeholders
• Discretion: Proven ability to handle highly confidential financial and investment information with absolute discretion

Preferred — aptitude matters more than credentials

• CFA Level I or II passed, or active progress toward the CFA
• MBA from a recognized institution
• Familiarity with real estate investment structures, joint ventures, and waterfall economics
• Exposure to GCC markets — Kuwait CMA and Boursa Kuwait; UAE (ADGM/DIFC, DFM/ADX); Saudi (PIF ecosystem, Vision 2030)
• Familiarity with Islamic finance structures — Murabaha, Ijara, Sukuk, Diminishing Musharaka
• Arabic language skills are a strong advantage for GCC‑facing work