Investment, Senior Manager

Position Summary: We are seeking a high-caliber, analytically rigorous Senior Manager – Investment to drive market research, financial modeling, deal sourcing, valuation, and transaction execution across our institutional investment portfolio. The ideal candidate will combine strong hands-on modeling skills (DCF, LBO, Comps) with experience managing multi-sector assets (Real Estate, Private Equity, Alternatives), conducting high-level due diligence, preparing Board-grade Investment Memorandums, and ensuring strict compliance with Saudi Arabia’s regulatory landscape (CMA, SAMA, ZATCA). Key Responsibilities: 1. Deal Sourcing, Underwriting & Financial Modeling: • Lead end-to-end financial modeling, valuation (DCF, Comparable Analysis, LBO), sensitivity testing, and scenario analysis for prospective investment opportunities. • Manage Highest and Best Use (HBU) studies, feasibility assessments, and Investment Prioritization Plans (IPP) for real estate, industrial, or multi-sector developments. • Source, screen, and qualify potential investment targets (buy-side and sell-side) aligned with the organization's strategic mandates. 2. Transaction Execution & Due Diligence: • Spearhead multi-disciplinary due diligence workstreams (Financial, Commercial, Legal, Technical, Operational, and ESG) alongside external advisors and legal counsels. • Draft, negotiate, and review transaction documentation including Term Sheets, Non-Disclosure Agreements (NDAs), Share Purchase Agreements (SPAs), and Joint Venture (JV) frameworks. • Formulate and present comprehensive, board-ready Investment Memorandums and decision materials for the Investment Committee (IC) and Board of Directors. 3. Portfolio Management & Value Creation: • Monitor and track portfolio performance, assessing IRRs, MOIC, TVPI, and cash flow distributions across asset classes. • Implement post-closing governance, 100-day execution roadmaps, and operational turnaround/value-creation initiatives for portfolio companies. • Act as a representative on portfolio company committees or boards to safeguard institutional interests and direct strategic alignment. 4. Strategic Planning & Team Leadership: • Direct market intelligence research, sector mapping, and macroeconomic analysis to inform strategic asset allocation. • Mentor, manage, and review the output of Investment Associates and Financial Analysts, upholding institutional modeling and reporting standards. Key Requirements & Qualifications: • Education: Bachelor’s degree in Finance, Economics, Business, or Engineering. (Master’s degree / MBA or progress toward CFA / CAIA / FMVA preferred). • Experience: 8–12 years of direct experience in Private Equity, Investment Banking, Real Estate Investment, or corporate development in KSA/GCC. • Track Record: Proven history of executing closed transactions (buy-side/sell-side, PE deals, or large-scale real estate developments) exceeding SAR 500M+. • Technical Proficiency: Expert-level mastery of Excel financial modeling, valuation techniques, investment underwriting, and data analytics (Power BI / Tableau experience is a plus). • Regulatory Compliance: Deep understanding of CMA regulations (OSCO, Merger & Acquisition regulations), KSA Companies Law, and local market practices. • Languages: Full bilingual fluency in Arabic and English (Mandatory).

Education: Bachelor’s degree in Finance, Economics, Business, or Engineering. (Master’s degree / MBA or progress toward CFA / CAIA / FMVA preferred). Experience: 8–12 years of direct experience in Private Equity, Investment Banking, Real Estate Investment, or corporate development in KSA/GCC. Track Record: Proven history of executing closed transactions (buy-side/sell-side, PE deals, or large-scale real estate developments) exceeding SAR 500M+. Technical Proficiency: Expert-level mastery of Excel financial modeling, valuation techniques, investment underwriting, and data analytics (Power BI / Tableau experience is a plus). Regulatory Compliance: Deep understanding of CMA regulations (OSCO, Merger & Acquisition regulations), KSA Companies Law, and local market practices. Languages: Full bilingual fluency in Arabic and English (Mandatory).

Lead end-to-end financial modeling, valuation (DCF, Comparable Analysis, LBO), sensitivity testing, and scenario analysis for prospective investment opportunities. Manage Highest and Best Use (HBU) studies, feasibility assessments, and Investment Prioritization Plans (IPP) for real estate, industrial, or multi-sector developments. Source, screen, and qualify potential investment targets (buy-side and sell-side) aligned with the organization's strategic mandates. Spearhead multi-disciplinary due diligence workstreams (Financial, Commercial, Legal, Technical, Operational, and ESG) alongside external advisors and legal counsels. Draft, negotiate, and review transaction documentation including Term Sheets, Non-Disclosure Agreements (NDAs), Share Purchase Agreements (SPAs), and Joint Venture (JV) frameworks. Formulate and present comprehensive, board-ready Investment Memorandums and decision materials for the Investment Committee (IC) and Board of Directors. Monitor and track portfolio performance, assessing IRRs, MOIC, TVPI, and cash flow distributions across asset classes. Implement post-closing governance, 100-day execution roadmaps, and operational turnaround/value-creation initiatives for portfolio companies. Act as a representative on portfolio company committees or boards to safeguard institutional interests and direct strategic alignment. Direct market intelligence research, sector mapping, and macroeconomic analysis to inform strategic asset allocation. Mentor, manage, and review the output of Investment Associates and Financial Analysts, upholding institutional modeling and reporting standards.