Investment Specialist Assistant (Female)

sraco; Saudi Arabia; On-site; SAR 200,000 - 300,000; Full time

Job summary

A leading company in Saudi Arabia is looking for a dedicated Investment Specialist Assistant to support their investment specialists across diverse markets. The role requires excellent organization skills, confidentiality, and professionalism, along with proficiency in finance-related tools.

Qualifications

• Bachelor’s degree in finance, economics, or a related field is essential.
• Proficiency in Microsoft Office and Google Sheets is necessary.
• Strong organizational skills and ability to manage multiple tasks effectively.

Responsibilities

• Maintain and update Excel spreadsheets for investment portfolios.
• Prepare reports and presentations for client meetings.
• Track investment performance and prepare performance reports.

Skills

Organizational skills

Written communication

Verbal communication

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Tools

Microsoft Office

Google Sheets

Job description

We are in search of a dedicated and detail-oriented Investment Specialist

Assistant to join our team and play a crucial role in supporting our investment

specialists across a diverse range of markets, including real estate, public

markets, and private markets both locally in Saudi Arabia and internationally. This

position offers a unique opportunity for exposure to a wide array of investment

opportunities while requiring a high level of organization, confidentiality, and

professionalism.

Key Responsibilities:

Maintain and update various Excel spreadsheets to manage investment

portfolios across real estate, public markets, and private markets.

Stay informed about market trends and developments in local and

international markets to provide valuable insights to the investment team.

Prepare comprehensive reports and presentations for client meetings,

leveraging Excel and other tools for effective data presentation.

Coordinate meetings with clients, company management, and

stakeholders, managing calendars efficiently.

Draft professional emails, letters, and communication materials while

maintaining the confidentiality of sensitive information.

Keep databases and records meticulously organized to ensure easy

access to investment data.

Track investment performance across different markets, monitor portfolio

growth, and prepare detailed performance reports for review.

Qualifications:

Bachelor’s degree in finance, Economics, or a related field.

Proficiency in Google Sheets and Microsoft Office suite.

Strong organizational skills with the ability to manage multiple tasks

effectively.

Excellent written and verbal communication skills both English and Arabic.

Prior experience in investment management or financial services is a plus.

Skills

We are in search of a dedicated and detail-oriented Investment Specialist

Assistant to join our team and play a crucial role in supporting our investment

specialists across a diverse range of markets, including real estate, public

markets, and private markets both locally in Saudi Arabia and internationally. This

position offers a unique opportunity for exposure to a wide array of investment

opportunities while requiring a high level of organization, confidentiality, and

professionalism.

Key Responsibilities:

Maintain and update various Excel spreadsheets to manage investment

portfolios across real estate, public markets, and private markets.

Stay informed about market trends and developments in local and

international markets to provide valuable insights to the investment team.

Prepare comprehensive reports and presentations for client meetings,

leveraging Excel and other tools for effective data presentation.

Coordinate meetings with clients, company management, and

stakeholders, managing calendars efficiently.

Draft professional emails, letters, and communication materials while

maintaining the confidentiality of sensitive information.

Keep databases and records meticulously organized to ensure easy

access to investment data.

Track investment performance across different markets, monitor portfolio

growth, and prepare detailed performance reports for review.

Qualifications:

Bachelor’s degree in finance, Economics, or a related field.

Proficiency in Google Sheets and Microsoft Office suite.

Strong organizational skills with the ability to manage multiple tasks

effectively.

Excellent written and verbal communication skills both English and Arabic.

Prior experience in investment management or financial services is a plus.