Investment Analyst

Abdulla Fouad Group; Al Ahsa Governorate; On-site; SAR 200,000 - 300,000; Full time

Job summary

A leading company in Saudi Arabia is seeking an Investment Analyst responsible for developing analytical reports, conducting market research, and performing detailed financial analysis of portfolio investments. The ideal candidate will have a strong background in finance with excellent analytical and problem-solving skills, aiming to optimize investment performance and foster further growth. This role is key to collaborating with the finance division and participating in M&A activities.

Qualifications

• 3+ years of investment banking, private equity, or financial analysis experience.
• Bachelor’s degree in Finance, Statistics, or Accounting required.
• CFA / MBA in Finance or equivalent is a plus.

Responsibilities

• Develop analytical reports for monitoring investments.
• Conduct analysis and reporting for portfolio investments.
• Support management with market research and financial modeling.

Skills

Analytical skills

Problem-solving skills

Communication skills

Team Player

Education

Bachelor’s degree in Finance

CFA / MBA in Finance

Tools

MS Word

Excel

PowerPoint

Job description

Job Title: Investment Analyst

Reports To: Senior Manager – Mergers & Acquisitions

Roles & Responsibilities

• Develop various analytical reports on a monthly and quarterly basis to closely monitor the investments.
• Develop briefing documents with supporting analysis for investee companies.
• Develop financial models and financial platforms.
• Monitor performance and progress of portfolio investments to evaluate the ongoing viability of non-listed investments.
• Support management with market research and competitive analysis.
• Conduct accurate and insightful analysis.
• Calculate returns (IRR, ROIC, and NAV) at regular intervals.
• Provide weekly public equities portfolio reporting.
• Analyze regularly the financial and operational performance of investee companies and prepare summarizing reports.
• Highlight red flags in a timely manner.
• Analyze rationale for continuing portfolio investments, weighing opportunities for further investment or divestment.
• Research strategies for investments, including exit strategies.
• Fully participate in budgeting and forecasting processes.
• Assist M&A activities.
• Screen new investment opportunities.
• Take initiative to identify and develop analytical tools for various areas of the investments.
• Collaborate with the finance division in relation to investments.
• Assist in regulatory/mandatory requirements of portfolio companies.
• Perform related ad-hoc tasks.

Accountability

• Conduct accurate and insightful analysis and research on portfolio companies.
• Ensure accurate and timely reporting.

Qualifications & Skills

• 3+ years of investment banking, private equity, or financial analysis experience.
• Bachelor’s degree in Finance, Statistics, or Accounting is required.
• CFA / MBA in Finance or equivalent is a plus.
• Strong analytical and problem-solving skills.
• Good team player.
• Strong oral and written communication skills.
• Proficient in MS Word, Excel, and PowerPoint.