Senior Investments & Portfolio Strategy Analyst

Merge Recruitment Agency; Al Khobar; On-site; SAR 111,600 - 167,400; Full time

Job summary

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

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.