Investment Officer

The goal is to support Senior Management in supervising investment activities of the Organization and its subsidiaries/portfolio companies’ performance as well as reviewall proposal submitted by the Executive Management of portfolio companies. This role requires expertise in a wide range of activities including data analysis, research, forecasting and projections, presentations, recommendations, portfolio management and periodic reporting.Investment AnalysisConduct thorough investment analysis, including financial modelling, valuations, benchmarking and risk assessment for opportunities of interest in greenfield, brownfield, venture capital, direct and indirect private equity segments and others.Research into economic, industry trends and market developments to help in informed investment decisions and to support investment idea generation.Analyze complex financial models and prepare detailed reports that help senior management make key investment decisions.Conduct investment analysis and provide recommendations in public equities covering trading stocks, pre-IPO, IPOs, rights issues and other equity instruments.Conduct investment analysis and provide recommendations in real estate covering both core / non-core real estate, direct and indirect real estate investments (through fund managers), REITs and other real estate investment instruments.Deal Sourcing & EvaluationSupport Senior Management on deal sourcing and evaluation, prepare memos and presentations for management discussions.Conduct in-depth due-diligence of potential direct and indirect investment opportunities across all asset classes.Prepare / review legal and financial documents e.g. SPA, SHA, MOU’s, distribution agreements etc.Assist in the negotiation and structuring of investment deals, joint venture agreements and other business development and partnership agreements.Provide support in fundraising activities for potential investment opportunities.Portfolio ManagementMonitor and analyze financial statements and performance metrics of portfolio companies and track management KPIs on monthly, quarterly and annual basis.Identify risks in the portfolio companies by monitoring market conditions and suggest mitigation strategies to effectively navigate through challenges and to keep the portfolio companies’ managements informed of the challenges ahead.Education / certificationsBachelor’s or Master’s degree or equivalent in Finance, Accounting or related fieldsRelevant professional qualifications like CFA, CA, ACCA are preferable5+ years of proven working experience as an Investment AnalystSolid understanding of financial set-up, procedures, statistics and economicsExcellent quantitative and qualitative analytical skillsFamiliarity with data analytics tools and financial data providers (e.g. Bloomberg etc).Familiarity and adaptability with cultural environment in Saudi.#J-18808-Ljbffr