Senior Investment Analyst

About the Role

KUN Investment Holding (KIH) is seeking a Senior Investment Analyst to join its Financial Investments department. This full-time position is based in Jeddah, Makkah, and involves evaluating investment opportunities and monitoring the existing investment portfolio. The role requires strong technical finance skills, sound analytical judgment, and the ability to deliver accurate, timely, and well-documented analysis.

Role Context

Reporting directly to the Investment Director, the Senior Investment Analyst will be responsible for conducting financial analysis, valuation, due diligence, research, and reporting. This position is integral to supporting investment decisions and ensuring effective portfolio oversight within KIH's investment strategy.

Key Responsibilities

• Screen and analyze 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, analyze, 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.
• 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.

Experience and Qualifications

Candidates should possess 5-10 years of relevant experience in investment analysis. The role demands a professional with a proven track record in financial analysis, valuation, and due diligence processes.

Required Skills

• Strong technical finance skills.
• Sound analytical judgment.
• Ability to deliver accurate, timely, and well-documented analysis.

Work Environment

This is a full-time position within the Financial Investments department of KUN Investment Holding, located in Jeddah, Makkah. The role involves working closely with the Investment Director and other team members to manage and grow the investment portfolio.