Senior Investment Analyst

Kun Investment Holding (KIH) is seeking a Senior Investment Analyst to join its Financial Investments department in Jeddah. Reporting directly to the Investment Director, you will evaluate investment opportunities and monitor the existing investment portfolio through financial analysis, valuation, due diligence, research and reporting. The role requires strong technical finance skills, sound analytical judgment and the ability to deliver accurate, timely and well-documented analysis. Key Responsibilities Investment Analysis and Due Diligence • Screen and analyse investment opportunities against KIH’s investment strategy and criteria. • Build, maintain and update financial models and valuations to support investment decisions. • Conduct investment, operational and quantitative due diligence on investment funds and external managers. • Collect, analyse and verify information from managers, counterparties and external advisors, identifying key risks and issues. • Prepare investment memoranda, analytical reports and presentations for review by the Investment Director. • Research global markets, asset classes, sectors, companies, investment strategies and managers to support investment analysis and the investment pipeline. Portfolio Monitoring and Reporting • Monitor existing investments against approved plans and report material performance deviations. • Prepare periodic portfolio and investment performance reports. • Track investment cash flows and valuations, coordinating with Finance to reconcile investment records. • Update financial models and valuations as new information becomes available. • Maintain complete, accurate and confidential investment records and supporting documentation. Qualifications and Experience • Bachelor’s degree in Finance, Accounting, Economics or a related discipline. • CFA and/or CAIA qualification, or successful completion of one or more levels of either programme. • 5–8 years of relevant experience in finance, with a strong focus on investments. • Hands-on experience in investment analysis, financial modelling, valuation and investment reporting. • Strong written and spoken English and Arabic. Skills and Competencies • Ability to conduct structured investment, operational and quantitative due diligence on funds and external managers. • Strong financial statement analysis and financial modelling skills. • Ability to interpret financial and performance metrics, test assumptions and draw well-supported conclusions. • Advanced proficiency in Microsoft Excel and PowerPoint. • Clear and concise written and verbal communication. • Strong attention to detail, accuracy and professional integrity. • Ability to manage confidential information with discretion. • Ownership of assignments and consistent delivery within agreed deadlines. Show more Show less

Bachelor’s degree in Finance, Accounting, Economics or a related discipline. CFA and/or CAIA qualification, or successful completion of one or more levels of either programme. 5–8 years of relevant experience in finance, with a strong focus on investments. Hands-on experience in investment analysis, financial modelling, valuation and investment reporting. Strong written and spoken English and Arabic.

Investment Analysis and Due Diligence: Screen and analyse investment opportunities against KIH’s investment strategy and criteria. Build, maintain and update financial models and valuations to support investment decisions. Conduct investment, operational and quantitative due diligence on investment funds and external managers. Collect, analyse and verify information from managers, counterparties and external advisors, identifying key risks and issues. Prepare investment memoranda, analytical reports and presentations for review by the Investment Director. Research global markets, asset classes, sectors, companies, investment strategies and managers to support investment analysis and the investment pipeline. Portfolio Monitoring and Reporting: Monitor existing investments against approved plans and report material performance deviations. Prepare periodic portfolio and investment performance reports. Track investment cash flows and valuations, coordinating with Finance to reconcile investment records. Update financial models and valuations as new information becomes available. Maintain complete, accurate and confidential investment records and supporting documentation.