Role Overview
We are seeking a Financial Analyst to support our investment and advisory activities. The role involves working closely with senior management on financial analysis, investment evaluation, and reporting across multiple initiatives. The ideal candidate is analytical, detail-oriented, and comfortable operating in a dynamic, fast-paced environment where responsibilities may span across different areas of the investment lifecycle. Key Responsibilities
Conduct financial and market analysis to support investment decisions and management reporting. Build and maintain financial models for performance tracking, forecasting, and evaluation of opportunities. Prepare reports, presentations, and dashboards summarizing financial insights and investment results. Support in developing investment proposals, internal analyses, and materials for senior management and partners. Collaborate cross-functionally with internal teams to ensure data accuracy, compliance, and smooth execution of investment-related processes. Contribute to activities related to fund operations and structuring, including documentation, setup, and coordination with internal and external stakeholders. Stay informed on market developments, financial trends, and regulatory changes relevant to the investment industry. Qualifications & Skills
Bachelor’s degree in Finance, Investments, or a related field. 3–5 years of experience in financial analysis, investment advisory, or fund management–related roles. Strong analytical and quantitative skills, with proficiency in Excel and financial modeling. Working knowledge of investment evaluation, fund operations, and financial reporting concepts. CME-4 certification (issued by the Capital Market Authority) or in progress. Excellent communication and presentation skills in English and Arabic. Self-motivated, organized, and comfortable managing multiple priorities in a fast-paced environment. Progress toward CFA or similar investment certification is a plus. Ideal Candidate Profile — Financial Analyst
Currently working as a Financial Analyst, Investment Analyst, or Associate at a :
Fintech or boutique investment / advisory firm, or
Fund management / asset management company.
Ideally familiar with fund setup, reporting, or operational processes, and has some exposure to investment or advisory services. Has an ownership mindset — works independently and thrives in a lean, fast-moving environment. Values learning, exposure, and accountability over hierarchy.
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Financial Analyst • Jeddah, Saudi Arabia