الوصف الوظيفي
The role is for a Sr. Associate in Investment Management & Research at a leading Riyadh-based investment firm, focusing on asset allocation, portfolio management, fund analysis, and manager due diligence for UHNWIs, family offices, and institutional clients. The ideal candidate has 6+ years of global investment experience, strong analytical and communication skills, and preferably holds a CFA, with exposure to client management and global best practices.
Client Details
A prominent Riyadh-based investment firm, this organization manages over SAR 100 billion in assets and is known for its Shariah-compliant investment strategies across public and private markets. It serves a high-profile client base including ultra-high-net-worth individuals, family offices, and institutions, offering services in asset management, advisory, and investment research.
Description
Conduct asset allocation and portfolio management activities.
Perform in-depth fund analysis and lead fund manager selection.
Lead and manage investment due diligence processes independently.
Prepare and present investment recommendations to clients.
Engage in client meetings and relationship management with UHNWIs, family offices, and institutions.
Support business development efforts and identify new investment opportunities.
Collaborate closely with a small, dynamic team on investment research and strategy.
Maintain strong analytical, verbal, and written communication for internal and external reporting.
Apply global investment best practices in a local context.
Contribute to the selection and onboarding of new fund managers aligned with client needs.
Profile
Possesses 6+ years of experience in investment management, ideally from top-tier global firms.
Strong expertise in fund analysis, manager selection, and due diligence processes.
Demonstrates solid knowledge of asset allocation, portfolio construction, and risk analysis.
Holds or is pursuing the CFA charter (preferred).
Has global investment exposure and familiarity with best practices.
Excellent analytical, verbal, and written communication skills.
Comfortable leading client meetings and presenting investment recommendations.
Experience working with UHNWIs, family offices, and institutional investors.
Background in accounting, legal structuring, or tax advisory is a plus.
Exposure to real estate, eco-tourism, or alternative sectors is advantageous.
Arabic language skills preferred but not required.
Brings an expat perspective and international experience.
Job Offer
Opportunity to join a leading Riyadh-based investment firm managing over SAR 100 billion, with direct exposure to global fund managers and elite clients including UHNWIs and institutions.
Be part of a dynamic, collaborative, and growing team with a newly created senior role offering strategic influence and professional growth.
Competitive compensation package, career advancement potential, and the chance to apply global best practices in a high-impact regional market.
