Investment Manager

Derayah Financial; Riyadh; On-site; SAR 360,000 - 600,000; Full time

Job summary

Derayah Financial seeks an experienced Investment Manager to join our Alternative Investments team, focusing on PE transactions and due diligence. The successful candidate will identify, evaluate, and select opportunities, conduct comprehensive due diligence, and manage PE funds.

You will lead the due diligence process, build financial models, and present recommendations to the Investment Committee, collaborating with the investment team and fund managers to optimize portfolio value.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field; CFA/CAIA preferred.
• 7+ years in private equity, advisory or M&A with proven success.
• Strong financial modeling, valuation and investment research skills.

Responsibilities

• Lead due diligence for potential private equity investments including market and management assessment.
• Develop sophisticated financial models and scenario analyses to forecast returns.
• Review legal agreements, fund terms, and regulatory requirements.
• Prepare investment memoranda and present to the Investment Committee.
• Monitor portfolio performance and provide regular reports to senior management.
• Collaborate with investment team to identify trends and develop investment theses.

Skills

Private equity

M&A

Financial modeling

Valuation

Portfolio management

Communication

Excel

PowerPoint

Education

Bachelor's degree in Finance, Economics, or Business

CFA or CAIA (preferred)

Tools

Microsoft Excel

PowerPoint

Job description

We are seeking an experienced and driven Investment Manager to join our Alternative Investments team, focusing on PE transactions and investment due diligence. The successful candidate will play a pivotal role in identifying, evaluating, and selecting investment opportunities, conducting comprehensive due diligence, and managing a number of PE funds.

Duties and responsibilities

• Lead the due diligence process for potential private equity investments, encompassing:
• In-depth assessment of market dynamics, competitive positioning, management team capabilities and potential risks.
• Advanced financial modeling and scenario analysis to evaluate historical performance, projected returns, downside scenarios and valuation range.
• Review and negotiation of legal agreements, fund terms, and regulatory compliance requirements.
• Drive the investment decision-making process by preparing detailed investment memoranda, presentations, and recommendations for the Investment Committee, providing critical insights and recommendations based on rigorous analysis and assessment.
• Develop and maintain sophisticated financial models to forecast fund performance, track investment metrics, and conduct sensitivity analysis, enabling informed investment decisions and proactive portfolio management.
• Actively monitor and evaluate existing portfolio investments, tracking fund performance, market trends, and manager updates, and providing regular reports and recommendations to senior management to optimize portfolio performance and mitigate risks.
• Collaborate closely with the broader investment team to identify emerging investment trends, develorp investment thesis, and contribute to the formulation and execution of PE funds.
• Cultivate and nurture relationships with fund managers, industry experts, and key stakeholders to stay abreast of market developments, identify unique investment opportunities, and enhance the firm's reputation and network within the private markets community.
• Represent the firm in meetings, conference calls, industry forums, and networking events, leveraging expertise and insights to foster relationships and drive investment initiatives.

Qualifications & Skills

• Bachelor's degree in Finance, Economics, Business, or related field required; advanced degree (CFA, CAIA or equivalent) preferred.
• 7+ years of experience in private equity, advisory or M&A, demonstrating a track record of success.
• Advanced proficiency in quantitative and qualitative analysis, with demonstrated expertise in financial modeling, valuation techniques, and investment research.
• Comprehensive understanding of private equity fund structures, strategies, and industry dynamics, coupled with a keen ability to identify and evaluate investment opportunities.
• Exceptional communication skills, with the ability to articulate complex investment concepts clearly and persuasively to diverse audiences.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities and meet deadlines in a fast-paced, dynamic setting.
• Proficiency in Microsoft Excel, PowerPoint, and other financial analysis tools.