Investment Analyst📣 إعلان

About the Investment Analyst Role

Senna is seeking an Investment Analyst to support its direct investment strategies. This full-time position is based in Riyadh and requires 0-1 years of experience. The role focuses on monitoring, evaluating, and analyzing the performance of portfolio companies to ensure alignment with strategic objectives.

Core Responsibilities

The Investment Analyst will contribute to delivering strategic guidance, identifying operational efficiencies, and tracking commercial value creation. This includes coordinating monetisation opportunities such as IPOs, mergers and acquisitions, and other value-realisation events.

Investment Management Support

• Assist in reviewing, assessing, and monitoring the day-to-day performance, profitability, and operational efficiency of portfolio companies.
• Provide research, data analysis, and financial modelling to support strategic recommendations on market positioning, growth opportunities, and cost-saving initiatives.
• Communicate the asset manager's investment philosophy, operational best practices, and performance expectations to portfolio company management teams.
• Support the integration of new technologies, process optimisation, and change management strategies within subsidiaries to drive operational excellence.

Monetisation and Event Management

• Support collaboration between advisory directors and portfolio company leadership to identify and execute value-realisation events, including IPOs, M&As, and divestment strategies.
• Prepare strategic insights and recommendations on monetisation events to maximise value creation, supporting senior management initiatives.
• Track and report on the progress of monetisation initiatives, ensuring timely updates to relevant stakeholders.

Reporting, Analysis, and Risk Management

• Compile and prepare investment performance reports for senior management and stakeholders, ensuring clarity and actionable insights.
• Conduct detailed analyses of portfolio companies and investment trends to identify opportunities and risks that inform strategic decision-making.
• Support the identification and analysis of risks associated with the investment portfolio, ensuring adherence to the asset manager's risk management framework.
• Assist in developing risk mitigation strategies and coordinate with subsidiary teams for risk assessments and compliance checks.

Qualifications and Skills

• Bachelor's degree in business administration, finance, or a relevant discipline.
• Up to one year of experience in investments or a related field.
• Background in investment analysis, portfolio management, or financial markets.
• Strong analytical and quantitative skills, including financial modelling.
• Clear and effective written and verbal communication skills.
• Ability to manage multiple workstreams and meet reporting deadlines.
• Professional certifications in investment management or progress towards the CFA designation are an advantage.

Additional Competencies

• Investment strategy and strategic planning.
• Portfolio management and financial analysis.
• Risk management principles and frameworks.
• Results-oriented with a drive to deliver outcomes.
• Willingness to challenge existing approaches and contribute fresh thinking.
• Resilience in navigating a dynamic investment environment.
• Ability to contribute to shaping strategy and influencing stakeholders.
• Commitment to personal and professional development.