Senior Investment Analyst

Almojel Trading & Contracting Co.; Riyadh; On-site; SAR 200,000 - 300,000; Full time

Job summary

A prominent trading and contracting firm in Saudi Arabia is seeking an experienced Investment Analyst to optimize investment performance. The successful candidate will conduct thorough financial analysis, analyze market trends, and evaluate investment opportunities. Core responsibilities include managing portfolio performance, delivering timely reports, and assisting in co-investment evaluations. A Bachelor's degree in Finance with 3-5 years of experience in investment management is required. Join a dynamic team committed to professional growth and development.

Qualifications

• Bachelor's degree in Finance or a related field.
• 3-5 years of relevant work experience in investment management.

Responsibilities

• Perform financial analysis and modeling to evaluate investment targets.
• Conduct market research to understand industry dynamics.
• Assist in portfolio management activities.
• Ensure accuracy and timely delivery of reports.
• Assist in the sourcing and evaluation of co-investment opportunities.
• Conduct opportunity screening adhering to investment guidelines.

Job description

The Investment Analyst is responsible for informing strategic decision-making to optimize the organizations investment performance. The Investment Analyst conducts thorough financial research, analyses market trends, and evaluates investment opportunities to provide informed recommendations for portfolio management.

Core Responsibilities

• Financial Analysis: Perform financial analysis and modeling to evaluate the financial health and growth prospects of potential investment targets. Develop and/or maintain dynamic financial models with sensitivity and scenario analysis projecting 5 10-year financial statements.
• Market Research: Conduct market research to understand industry dynamics, market size, growth trends, and the competitive landscape. Stay abreast of industry trends, emerging technologies, and market dynamics within Saudi.
• Portfolio Management: Assist in portfolio management activities, including monitoring the performance of existing investments, conducting regular performance assessments, and identifying opportunities for value creation. Demonstrate a clear and comprehensive understanding of portfolio companies, and the opportunities and challenges associated with them. Stay up to date with all developments within allocated companies.
• Reporting and Analysis: Ensure accuracy and timely delivery of reports and analysis. Produce high-quality qualitative and quantitative analysis.
• Supporting the investment decision-making process: Assist in the sourcing and evaluation of co-investment opportunities. Prepare investment memos and presentations.
• Due Diligence and Deal Closing: Conduct opportunity screening adherent to investment guidelines. Support and contribute to commercial and technical due diligence workstreams of identified opportunities. Assist in the closing process (FDD and LDD), working with internal and external groups such as team members, consultants, attorneys, and partners.

Self-Management Responsibilities

• Identifies the training and development requirements for self and agrees on them with the reporting manager to ensure that the required trainings are arranged and attended.

Keeps abreast of professional developments, new techniques and current issues through continued education and professional growth.

Qualifications

Bachelors degree in Finance or a related field.

Professional Certifications

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CFA

Years of Experience

3-5 years of relevant work experience in investment management.