Investment Associate

Wisayah Investment Company; Al Khobar; On-site; SAR 180,000 - 360,000; Full time

Job summary

Wisayah Investment Company in Saudi Arabia seeks an Investment Associate to support sourcing, evaluating, executing, and monitoring fund, co-investment, and direct opportunities across GCC real assets and global agriculture strategies. Strong analytical, valuation, due diligence, and stakeholder management skills are essential.

The role involves financial modelling, portfolio reviews, and interaction with senior stakeholders, advisors, and management teams.

Qualifications

• Solid background in finance with advanced modelling capabilities.
• Experience in asset management, private equity, or real assets preferred.
• Fluency in Arabic and English required.

Responsibilities

• Conduct qualitative and quantitative due diligence on fund, co-investment, and direct investment opportunities.
• Perform financial modelling, valuation analysis, comparable company analysis, and sensitivity testing to support investment decision-making.
• Source, screen, and evaluate investment opportunities through engagement with different investment stakeholders.
• Prepare investment teasers, investment memoranda, portfolio reviews, and Investment Committee materials.
• Review financial statements, business plans, operating metrics, and market data to assess investment opportunities and risks.
• Participate in commercial, financial, legal, and operational due diligence processes.
• Support transaction execution activities.
• Monitor portfolio investments and prepare performance, valuation, and risk assessment reports.
• Conduct researches across related investment sectors.
• Build and maintain relationships with different investment stakeholders.
• Participate in management meetings, site visits, conferences, advisory boards, and investor meetings.
• Support special projects, strategic analyses, and ad hoc assignments as directed by the Head of the Department.

Skills

Financial modelling

Valuation

Investment analysis

Due diligence

Stakeholder management

Arabic-English fluency

Education

Bachelor's or Master's in Finance/Economics/Accounting

Job description

About the Role

The Investment Associate supports the department Head in sourcing, evaluating, executing, and monitoring fund, co-investment, and direct investment opportunities across GCC real assets and global agriculture strategies. The role requires strong analytical, valuation, due diligence, and stakeholder management capabilities, with exposure to both regional direct investments and global manager selection activities.

Responsibilities

• Conduct qualitative and quantitative due diligence on fund, co-investment, and direct investment opportunities.


• Perform financial modelling, valuation analysis, comparable company analysis, and sensitivity testing to support investment decision-making.


• Source, screen, and evaluate investment opportunities through engagement with different investment stakeholders.


• Prepare investment teasers, investment memoranda, portfolio reviews, and Investment Committee materials.


• Review financial statements, business plans, operating metrics, and market data to assess investment opportunities and risks.


• Participate in commercial, financial, legal, and operational due diligence processes.


• Support transaction execution activities.


• Monitor portfolio investments and prepare performance, valuation, and risk assessment reports.


• Conduct researches across related investment sectors.


• Build and maintain relationships with different investment stakeholders.


• Participate in management meetings, site visits, conferences, advisory boards, and investor meetings.


• Support special projects, strategic analyses, and ad hoc assignments as directed by the Head of the Department.

Qualifications

• Bachelor's Degree or Master's Degree in Finance, Economics, Accounting, or a related discipline.

Required Skills

• Strong financial modelling, valuation, and investment analysis capabilities.


• Strong communication and interpersonal skills with the ability to engage effectively with senior stakeholders, counterparties and advisors.


• Ability to conduct industry research and develop investment insights to support decision-making.


• Minimum 5 years of relevant experience in asset management, private equity, real estate, infrastructure, investment banking, transaction advisory, corporate development, or related fields.


• Fluency in Arabic and English (reading, writing, and speaking) is required.

Preferred Skills

• Experience in private markets, alternative investments, and/or real assets is preferred.


• Prior experience within the investment management or financial services industry, such as a pension fund, endowment, family office, asset manager, or investment firm, is strongly preferred.


• Professional qualifications such as CFA, CAIA, or equivalent are considered an advantage.