Investment Officer

Confidential   الرياض - المملكة العربية السعودية   تاريخ النشر:2024/01/16   سجلي الدخول للتقدم


  • Conduct sourcing investments, analysis, and execution of investment opportunities across sectors including due diligence, financial modeling, deal structuring and negotiation, and creation of investment committee materials.
  • Prepare investment research summaries (economic and market trends) by compiling advisory reports to assist investment team in recommending investment decisions on the portfolio.
  • Support the monitoring of the performance of investments portfolios and recommend corrective actions.
  • Assist in presenting periodic updates on the performance of the investments portfolio.
  • Develop and implement financial strategies and plans to achieve the portfolio goals and objectives.
  • Evaluate and manage financial risks and opportunities and develop contingency plans to address these risks.
  • Conduct financial analysis and modeling on direct equity investments to provide insights into company performance, growth, and profitability.
  • Co-manage the coordination and planning of the annual budget and multi-year financial planning process.
  • Collaborate with other senior executives to define strategic business goals and objectives and manage overall business performance.
  • Build and maintain relationships with external stakeholders, such as investors, creditors, and bankers.
  • Establish effective and well-organized investment processes.
  • Write clear and well-informed investment recommendations based on thorough research and analysis.
  • Organize regular investment reports and reviews, including quantitative and qualitative portfolio studies.
  • Attend annual meetings, review quarterly financial statements, and remain up-to-date with any important valuation or policy changes.
  • Compiling financial date into reports for other team members and stake holders.


  • Bachelor’s degree in Finance, or equivalent is required, MBA is preferred.
  • 4+ years of experience in a similar field.
  • Professional Certification related to Finance / Accounting ( e.g.,CFA, CME or CPA) is advantageous.
  • Exposure and interest in private investments.
  • Relevant work experience in (Family Investment office, Investment Banking, Financial Advisory, Private Equity).
  • Strong analytical and financial modeling skills.
  • Ability to conduct market/business research, synthesize data, and clearly communicate insights
  • Good report writing in both Arabic and English as well as strong presentation and communication skills.
  • Advanced Excel knowledge.
المهارات المطلوبة
  • مهارات تحليلية
  • الاتصالات
  • Mathematical skills
  • MS Excel
  • Negotiation and Selling
  • Monitoring & Evaluation
  • Market Research
تفاصيل الوظيفة
  • الموقع الرياض - المملكة العربية السعودية
  • القطاع المحاسبة والمالية
  • نوع الوظيفة دوام كامل
  • الدرجة العلمية بكالوريوس
  • الخبرات 4+
  • الجنسية غير محدد
سجلي الدخول للتقدم

وظائف مماثلة