Investment & Strategy Manager

Overview

A Saudi-based investment group with a diversified portfolio across education, real estate (built environment), and food is scaling high-impact businesses that improve quality of life locally and regionally. The culture is collaborative, growth-oriented, and dynamic, with clear ownership and accountability baked into how teams work. Values-led hiring is non-negotiable : integrity, excellence, and collaboration guide every decision. About the Role The

Investment & Strategy Manager

is responsible for capital management, investment planning, and investor relations to support the holding company’s financial growth. This role involves securing funding, identifying new investors, optimizing capital allocation, and ensuring financial sustainability. The Strategy and Planning Manager will play a critical role in attracting and maintaining investor relationships while aligning investment strategies with the company’s long-term vision. Key responsibilities

Capital Management and Fundraising

Develop and execute strategies to secure funding from institutional investors, banks, private equity firms, and other financial sources. Identify and engage with potential investors, presenting compelling investment opportunities aligned with the company’s growth objectives. Negotiate financing terms, capital structures, and funding agreements to optimize liquidity and financial sustainability.

Investor Relations & Stakeholder Engagement

Build and maintain strong relationships with investors, financial institutions, and key stakeholders. Prepare investor reports, pitch decks, and financial presentations to support engagement with potential and existing investors. Act as a liaison between the holding company, subsidiaries, and external stakeholders to ensure transparency and alignment on investment strategies.

Strategic Planning & Capital Allocation

Develop and implement capital strategies that align with the holding company’s investment objectives. Optimize capital allocation across subsidiaries and investment portfolios to maximize returns and minimize risks. Conduct financial modeling, valuation, and forecasting to support capital planning and strategic decision-making.

Investment Analysis & Market Research

Monitor financial markets, economic trends, and industry developments to identify investment opportunities and risks. Evaluate potential mergers, acquisitions, and joint ventures, providing detailed financial assessments. Provide insights and recommendations to executive leadership on market trends and investment performance.

Performance Monitoring & Reporting

Track and analyze the financial performance of the holding company’s investments and subsidiaries. Prepare detailed reports for the CIO and executive leadership, outlining investment performance, capital allocation efficiency, and risk exposure. Ensure strategic plans are aligned with financial goals and provide recommendations for course corrections when necessary. Identify financial and investment risks, developing strategies to mitigate potential losses. Ensure compliance with corporate governance, regulatory requirements, and financial reporting standards. Collaborate with legal and finance teams to structure investment deals that align with company policies.

Qualifications

Bachelor’s degree in Finance, Economics, Business Administration, or a related field. A master’s degree (MBA) is highly preferred.

Minimum of 5 years of experience in investment management, fundraising, corporate finance, or strategic planning.

Proven track record in capital raising, investor relations, and financial planning.

Professional certifications such as CFA, CPA, or equivalent are a plus.

Skills

Strong financial modeling, valuation, and investment analysis skills.

Advanced proficiency in capital raising, investor relations, and deal structuring.

Excellent negotiation and relationship management skills for investor engagement.

Strategic thinking with the ability to translate financial insights into actionable investment decisions.

High-level presentation and communication skills to interact with stakeholders and board members.

Ability to attract and secure investors and funding sources.

Strong analytical mindset with attention to detail and accuracy.

Ability to balance strategic investment planning with operational financial requirements.

High level of integrity and professionalism in managing financial data and investor relationships.

Results-driven approach with a focus on optimizing capital and investment performance.

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