Financial Analysis & Modeling - Investment Management | Saudi Arabia

Jeddah, Saudi Arabia

Leverage your expertise and join the dynamic team in investment firm specializing in Investment management and Shariah-compliant financing solutions.

As a Financial Analysis & Modeling, you will support the execution of financing transactions by conducting financial analysis, building financial models, preparing investment materials, and assisting with transaction structuring and due diligence activities. This role offers an excellent opportunity to build a long-term career within Islamic Capital Markets and structured finance.

Key Accountabilities 

The position involves: 

  • Develop detailed financial models, cash flow projections, debt schedules, and scenario analyses to support transaction structuring activities.
  • Perform financial analysis, covenant calculations, ratio analysis, and sponsor performance assessments.
  • Conduct financial due diligence, market research, sponsor background investigations, and industry analysis.
  • Support transaction structuring by documenting assumptions, preparing analytical reports, and participating in internal structuring discussions.
  • Prepare investor presentations, investment memoranda, term sheets, and transaction documentation.
  • Support investor roadshows by preparing financial analysis, presentation materials, and responses to investor inquiries.
  • Monitor transaction performance, prepare periodic reporting, and track financial covenants after transaction closing.
  • Maintain transaction pipelines, deal trackers, document repositories, and version-controlled transaction records.
  • Contribute to process improvement initiatives, template development, and knowledge management across the arranging function.
  • Collaborate closely with senior team members, investment professionals, legal advisors, and external stakeholders throughout transaction execution

Knowledge, Skills, and Experience

We are Looking for:

  • Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related field.
  • 1–3 years of experience in investment banking, corporate finance, financial advisory, transaction services, private equity, or real estate finance.
  • Strong financial modeling, analytical, and quantitative skills with advanced Microsoft Excel proficiency.
  • Experience preparing financial analysis, investment presentations, and transaction documentation.
  • Knowledge of financial statements, valuation techniques, cash flow analysis, and credit assessment.
  • Exposure to capital markets, structured finance, or Islamic finance is considered an advantage.
  • Programming knowledge in Python, SQL, or R is a plus.
  • Strong attention to detail with excellent problem-solving and analytical capabilities.
  • Excellent communication skills with the ability to present financial information clearly and professionally.
  • Fluency in English; Arabic language proficiency is considered an advantage.
  • Demonstrated willingness to learn and build a career within Islamic Capital Markets and transaction structuring.

Financial Analysis & Modeling - Investment Management | Saudi Arabia

Job description

Financial Analysis & Modeling - Investment Management | Saudi Arabia

Personal information
Details