Merge Recruitment Agency in Al Khobar is seeking an experienced investment professional to manage and report on portfolio investments, evaluate new opportunities, and provide consultations to portfolio companies. Candidates must hold an MBA in finance or economics and have passed CFA Level II with a minimum of 5 years' relevant experience. Ideal applicants will demonstrate strong analytical skills and the ability to work effectively in a team environment.
Qualifications
Minimum of 5 years of experience in related field.
Strong analytical skills and ability to evaluate investment opportunities.
Effective communication and management skills.
Responsibilities
Management, follow up and reporting of existing portfolio investments.
Evaluating and assessing potential investment opportunities.
Providing consultation to portfolio companies.
Keeping track of all documentation and updating records.
Assisting portfolio companies with planned projects and M&A activities.
Skills
Strong financial analysis skills
Strong command of computer applications
Team player
Education
MBA in finance, economics or any related field
CFA Level II certification
Job description
Responsibilities
Management, follow up and reporting of existing portfolio investments
Evaluating and assessing potential investment opportunities
Supporting and providing consultation to portfolio Companies
Keeping track of all documentation/Updating Records
Analyze, monitor and assist the portfolio companies in their planned projects, funds, M&A activities
Participate in the development and the management of the assets owned directly by the group
Evaluate new opportunities offered to the group directly, or through asset managers
Qualifications
MBA in finance, economics or any related field (preferred).
Minimum CFA Level II must be Passed
Minimum of 5 years of experience in related field
competencies (Technical, Operational, Managerial, Human & Cultural Requirements):