Investment analyst

Impact46; Riyadh; On-site; SAR 200,000 - 300,000; Full time

Job summary

A leading investment firm in Saudi Arabia is seeking an Investment Analyst to support deal sourcing, financial analysis, and due diligence across various investment strategies. The ideal candidate will have a Bachelor's in Finance or Accounting and 0–3 years of relevant experience, with opportunities for fresh graduates with strong internships. Responsibilities include financial modeling, supporting investment committee materials, and portfolio monitoring. This role offers significant growth potential in a dynamic environment.

Qualifications

• 0–3 years in investment banking, private equity/credit, equity research, consulting, or FP&A.
• High-performing fresh graduates with strong internships may be considered.
• Certifications like CME1, CME4 are a plus.

Responsibilities

• Track target sectors and maintain the deal pipeline CRM.
• Build and maintain financial models and perform valuations.
• Support commercial, financial, legal, and operational due diligence.

Skills

Financial modeling

Investment analysis

Due diligence

Market research

Education

Bachelor’s in Finance, Accounting, or related

Job description

The Investment Analyst supports deal sourcing, financial analysis, due diligence, investment committee preparation, and portfolio monitoring across Impact Capital’s strategies (e.g., private equity, private credit, venture, and/or public markets as per mandate). The role combines rigorous modeling with market/sector research to help originate high‑quality opportunities and improve portfolio returns while maintaining disciplined risk management.

Deal Sourcing & Screening

• Track target sectors, build lists of potential targets (companies/funds), and maintain the deal pipeline CRM.
• Conduct initial screens (market size, unit economics, competitive positioning, valuation sanity checks).
• Coordinate NDAs, data‑room access, and management intro calls.

Financial Modeling & Valuation

• Build and maintain three‑statement models, DCF/LBO/comps, returns analyses (IRR/MOIC), and downside cases.
• Perform trading and transaction comps, precedent analysis, and benchmarking.
• Stress‑test assumptions;document model logic for transparency and reproducibility.

Due Diligence

• Support commercial,financial, legal, tax, and operational diligence; coordinate Q&A and data requests.
• Analyze cohorts, retention,CAC/LTV, margin bridges, working capital cycles, covenant headroom (credit).
• Summarize findings and red flags with clear implications and mitigants.

Investment Committee (IC) Materials

• Draft teasers, one‑pagers,and full IC memos with thesis, valuation, returns, risks, and sensitivities.
• Prepare slides and talking points; maintain an audit trail of sources and assumptions.

Portfolio Monitoring & Value Creation

• Update monthly/quarterly dashboards: KPI trends, covenant reporting (if credit), and variance analysis.
• Assist with initiatives (pricing, go‑to‑market, ops improvements) and track value‑creation workstreams.
• Support exit preparation (data‑books, vendor DD, buyer lists) when relevant.

Research & Insights

• Produce sector briefs (TAM/SAM/SOM, regulatory, supply chain, competitive moats).
• Track macro indicators (rates, FX, commodities) and their impact on pipeline and portfolio.
• Maintain a knowledge base of sources, reports, and playbooks.

Qualifications

• Education: Bachelor’s in Finance, Accounting, or related.
• Experience: 0–3 years in investment banking, private equity/credit, equity research, consulting, or FP&A with heavy modeling. High‑performing fresh graduates may be considered with strong internships.
• Certifications (nice to have): CME1, CME4