44 Financial Acumen jobs in Riyadh
Associate, Investment Management & Research
Posted 2 days ago
Job Viewed
Job Description
The role is for a Sr. Associate in Investment Management & Research at a leading Riyadh-based investment firm, focusing on asset allocation, portfolio management, fund analysis, and manager due diligence for UHNWIs, family offices, and institutional clients. The ideal candidate has 6+ years of global investment experience, strong analytical and communication skills, and preferably holds a CFA, with exposure to client management and global best practices.
Client Details
A prominent Riyadh-based investment firm, this organization manages over SAR 100 billion in assets and is known for its Shariah-compliant investment strategies across public and private markets. It serves a high-profile client base including ultra-high-net-worth individuals, family offices, and institutions, offering services in asset management, advisory, and investment research.
Description
Conduct asset allocation and portfolio management activities.
Perform in-depth fund analysis and lead fund manager selection.
Lead and manage investment due diligence processes independently.
Prepare and present investment recommendations to clients.
Engage in client meetings and relationship management with UHNWIs, family offices, and institutions.
Support business development efforts and identify new investment opportunities.
Collaborate closely with a small, dynamic team on investment research and strategy.
Maintain strong analytical, verbal, and written communication for internal and external reporting.
Apply global investment best practices in a local context.
Contribute to the selection and onboarding of new fund managers aligned with client needs.
Profile
Possesses 6+ years of experience in investment management, ideally from top-tier global firms.
Strong expertise in fund analysis, manager selection, and due diligence processes.
Demonstrates solid knowledge of asset allocation, portfolio construction, and risk analysis.
Holds or is pursuing the CFA charter (preferred).
Has global investment exposure and familiarity with best practices.
Excellent analytical, verbal, and written communication skills.
Comfortable leading client meetings and presenting investment recommendations.
Experience working with UHNWIs, family offices, and institutional investors.
Background in accounting, legal structuring, or tax advisory is a plus.
Exposure to real estate, eco-tourism, or alternative sectors is advantageous.
Arabic language skills preferred but not required.
Brings an expat perspective and international experience.
Job Offer
Opportunity to join a leading Riyadh-based investment firm managing over SAR 100 billion, with direct exposure to global fund managers and elite clients including UHNWIs and institutions.
Be part of a dynamic, collaborative, and growing team with a newly created senior role offering strategic influence and professional growth.
Competitive compensation package, career advancement potential, and the chance to apply global best practices in a high-impact regional market.
Skills
Investment; Portfolio; Due Diligence; Fund Analysis; Asset Allocation; UHNWIs; Manager Selection; Risk Analysis; CFA; Riyadh #J-18808-LjbffrLead Institutional Sales - Investment Management
Posted 2 days ago
Job Viewed
Job Description
Direct message the job poster from Venture Search
Connecting Financial Services Professionals to Opportunities in the Middle EastLead/Head of Institutional Sales (Investment Management)
Must speak fluent Arabic
We are partnering with a privately owned, DFSA-regulated investment firm with a global footprint. The firm provides institutional investors with access to a broad range of investment solutions including funds, separately managed accounts, and structured products, both in-house and through renowned international partners across multiple asset classes.
Key Responsibilities:
Business Development & Relationship Management
- Lead institutional sales efforts targeting family offices, financial institutions, and corporates in Saudi Arabia.
- Build and maintain strategic relationships with key stakeholders across the KSA market.
- Identify opportunities and position investment solutions effectively within the institutional space.
- Represent the firm at high-level meetings, industry events, and client presentations.
Sales Strategy & Execution
- Develop and execute a targeted sales strategy aligned with KSA market trends.
- Lead client negotiations, craft investment proposals, and deliver tailored presentations.
- Collaborate internally to refine and customise solutions for institutional clients.
- Track competitor activity and market trends to adjust approach as needed.
Product Expertise & Advisory
- Act as a subject-matter expert on conventional and Sharia-compliant investment offerings.
- Advise clients on fund structures, asset allocation, and portfolio strategy.
- Support product development and help create client-facing materials and content.
Compliance & Governance
- Ensure all client engagement aligns with local regulations and internal policies.
- Coordinate with legal and compliance teams on documentation and approvals.
- Stay updated on relevant regulatory developments in Saudi Arabia.
Internal Collaboration & Reporting
- Partner with investment, operations, and marketing teams to align efforts with business goals.
- Maintain clear pipeline tracking and report progress to senior leadership.
- Provide feedback from the market to support strategic planning.
Candidate profile:
- 10+ years of institutional sales experience in asset management, private banking, or investment platforms.
- Strong existing network in Saudi Arabia with a proven track record in business development.
- Deep understanding of investment products (traditional and alternative), including Sharia-compliant solutions.
- Strong commercial acumen, communication, and relationship-building skills.
- Familiar with regulatory and market dynamics across the GCC, particularly in KSA.
- Arabic Proficiency is a must.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Investment Management and Financial Services
Referrals increase your chances of interviewing at Venture Search by 2x
Sign in to set job alerts for “Institutional Sales” roles. Innovations and Investments Fund Manager Manager - Operational & Non-Financial Risks (COR 553) Assistant Manager - Financial Planning and Analysis Assistant Manager - Financial Planning And Analysis Assistant Manager - Fixed Assets (COR 304) Innovations and Investments Fund Manager – Highland Resilience Activity: Addis AbabaWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrAssociate, Investment Management & Research | Riyadh, SA
Posted 2 days ago
Job Viewed
Job Description
- Join a Leading Investment Team in the region
- Competitive Salary & Benefits
- Join a Leading Investment Team in the region
About Our Client
A prominent Riyadh-based investment firm, this organization manages over SAR 100 billion in assets and is known for its Shariah-compliant investment strategies across public and private markets. It serves a high-profile client base including ultra-high-net-worth individuals, family offices, and institutions, offering services in asset management, advisory, and investment research.
Job Description
Conduct asset allocation and portfolio management activities.
Perform in-depth fund analysis and lead fund manager selection.
Lead and manage investment due diligence processes independently.
Prepare and present investment recommendations to clients.
Engage in client meetings and relationship management with UHNWIs, family offices, and institutions.
Support business development efforts and identify new investment opportunities.
Collaborate closely with a small, dynamic team on investment research and strategy.
Maintain strong analytical, verbal, and written communication for internal and external reporting.
Apply global investment best practices in a local context.
Contribute to the selection and onboarding of new fund managers aligned with client needs.
The Successful Applicant
Possesses 6+ years of experience in investment management, ideally from top-tier global firms.
Strong expertise in fund analysis, manager selection, and due diligence processes.
Demonstrates solid knowledge of asset allocation, portfolio construction, and risk analysis.
Holds or is pursuing the CFA charter (preferred).
Has global investment exposure and familiarity with best practices.
Excellent analytical, verbal, and written communication skills.
Comfortable leading client meetings and presenting investment recommendations.
Experience working with UHNWIs, family offices, and institutional investors.
Background in accounting, legal structuring, or tax advisory is a plus.
Exposure to real estate, eco-tourism, or alternative sectors is advantageous.
Arabic language skills preferred but not required.
Brings an expat perspective and international experience.
What's on Offer
Opportunity to join a leading Riyadh-based investment firm managing over SAR 100 billion, with direct exposure to global fund managers and elite clients including UHNWIs and institutions.
Be part of a dynamic, collaborative, and growing team with a newly created senior role offering strategic influence and professional growth.
Competitive compensation package, career advancement potential, and the chance to apply global best practices in a high-impact regional market.
Contact
Shahzeb Alam
Quote job ref
JN-052025-6751043
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Fluent Arabic Fundraising & Investor Relations Director, Investment Management, Riyadh, Saudi A[...]
Posted 2 days ago
Job Viewed
Job Description
We are working on an exciting opportunity with a prestigious investment management firm in Riyadh, Saudi Arabia.
About the role
This position focuses on leading capital-raising efforts and strengthening relationships with both new and existing investors.
Key responsibilities include:
- Meeting potential investors, including family offices, multi-family offices, other LPs, and investment consultants
- Leading the investor relations and fundraising team
- Overseeing and mentoring the fundraising and investor relations teams
Ideal candidate profile:
- Proven track record of raising funds from ultra-high-net-worth families
- Fluency in Arabic is mandatory
- Experience working with LPs in the Middle East is preferred
- Highly collaborative with a team-oriented approach
- Well-connected individual with an existing investor network
Note: When you click apply, you will be redirected to the company’s website. Please ensure you complete the application process on their platform.
This job posting is active and available.
#J-18808-LjbffrFluent Arabic Fundraising & Investor Relations Director, Investment Management, Riyadh, Saudi A ...
Posted 5 days ago
Job Viewed
Job Description
We are working on an exciting opportunity with a prestigious investment management firm in Riyadh, Saudi Arabia.
About the role
This position focuses on leading capital-raising efforts and strengthening relationships with both new and existing investors.
Key responsibilities include:
- Meeting potential investors, including family offices, multi-family offices, other LPs, and investment consultants
- Leading the investor relations and fundraising team
- Overseeing and mentoring the fundraising and investor relations teams
Ideal candidate profile:
- Proven track record of raising funds from ultra-high-net-worth families
- Fluency in Arabic is mandatory
- Experience working with LPs in the Middle East is preferred
- Highly collaborative with a team-oriented approach
- Well-connected individual with an existing investor network
Note: When you click apply, you will be redirected to the company's website. Please ensure you complete the application process on their platform.
This job posting is active and available.
Associate - Financial Planning & Analysis
Posted 2 days ago
Job Viewed
Job Description
Assist in the preparation of financial forecasts, budgets, and long-term plans.
Conduct financial modeling and analysis to support investment decisions and evaluate capital projects.
Collaborate with cross-functional teams, providing financial insights and guidance to improve profitability and
performance.
Prepare monthly, quarterly, and annual financial reports, highlighting key findings, trends, and recommendations.
Monitor key financial indicators and performance metrics and provide ongoing analysis to identify areas for
improvement.
Support the development and implementation of financial policies, procedures, and systems.
Assist with risk assessment and management, ensuring compliance with regulatory requirements and industry
best practices.
Support the preparation of monthly, quarterly, and annual financial forecasts.
Prepare comprehensive financial reports and presentations for management and stakeholders.
Conduct variance analysis and identify key drivers of financial performance.
Collaborate with cross-functional teams to understand business drivers and support financial planning initiatives.
Provide financial insights and analysis to support decision-making across departments.
Build strong relationships with stakeholders to ensure alignment of financial plans with organizational goals.
Identify opportunities to streamline financial processes and improve efficiency.
Participate in initiatives to enhance financial planning tools, systems, and reporting
Requirements
Education Bachelor's degree in business, finance, or a related field.
Experience 0-3 years of experience in revenue management, pricing analytics, or a similar role, preferably within the hospitality
and entertainment sectors
Skills
Proficiency in data analysis tools such as Excel, SQL and Tableau is a plus.
Strong analytical and problem-solving skills.
Excellent communication and presentation skills.
Ability to work independently and collaboratively in a fast-paced environment.
Detail-oriented and highly organized, with the ability to manage multiple priorities effectively.
Languages: Fluent in English and Arabic .
Core
Competencies
Self-Actualization & Fulfilment: Proficiency Level - ADVANCED
Team Synergy & Development: Proficiency Level - ADVANCED
Entrepreneurial Mindset & Drive: Proficiency Level - ADVANCED
Business Acumen & Diligence: Proficiency Level - ADVANCED
Financial Planning & Analysis Manager
Posted 2 days ago
Job Viewed
Job Description
Do you want to love what you do at work? Do you want to make a difference, an impact, transform peoples lives? Do you want to work with a team that believes in disrupting the normal, boring, and average?
If yes, then this is the job you're looking for ,webook.com is Saudi's #1 event ticketing and experience booking platforms in terms of technology, features, agility, revenue serving some of the largest mega events in the Kingdom surpassing over 2 billion sales. webook.com is part of the Supertech Group also consisting of UXBERT Labs, one of the best digital and user experience design agencies in the GCC, along with Kafu Games, the largest esports tournament platform in MENA.
Job Overview:
We are looking for a highly analytical and strategic FP&A Manager to lead our budgeting, forecasting, and financial analysis efforts. The ideal candidate must hold an FMVA (Financial Modeling & Valuation Analyst) certification and demonstrate strong capabilities in financial modeling, business performance analysis, and strategic planning. This role will be instrumental in driving data-backed decisions across the organization.
Key Responsibilities:
- Lead company-wide budgeting, forecasting, and long-range financial planning
- Build and maintain robust financial models and reports to support executive decision-making
- Analyze monthly and quarterly financial results, highlighting trends and providing actionable insights
- Partner with department heads to monitor KPIs and assess business performance
- Prepare financial presentations for leadership, board meetings, and investors (if applicable)
- Support strategic initiatives, pricing strategies, investment decisions, and cost optimization efforts
- Monitor macroeconomic and industry trends and their impact on business performance
- Lead financial planning tools implementation or improvements as needed
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- FMVA Certification (by CFI) is mandatory
- CPA, CFA, or MBA is a plus
- 5-8 years of progressive experience in FP&A, corporate finance, or strategic finance roles
- Advanced skills in Excel, financial modeling, and data analysis
- Proficiency in ERP systems (SAP, Oracle, Microsoft Dynamics) and BI tools (Power BI, Tableau, etc.)
- Strong presentation and communication skills
- High attention to detail, with the ability to manage multiple priorities in a fast-paced environment
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Financial Planning & Analysis Manager
Posted 2 days ago
Job Viewed
Job Description
Do you want to love what you do at work? Do you want to make a difference, an impact, transform peoples lives? Do you want to work with a team that believes in disrupting the normal, boring, and average?
If yes, then this is the job you're looking for ,webook.com is Saudi's #1 event ticketing and experience booking platforms in terms of technology, features, agility, revenue serving some of the largest mega events in the Kingdom surpassing over 2 billion sales. webook.com is part of the Supertech Group also consisting of UXBERT Labs, one of the best digital and user experience design agencies in the GCC, along with Kafu Games, the largest esports tournament platform in MENA.
Job Overview:
We are looking for a highly analytical and strategic FP&A Manager to lead our budgeting, forecasting, and financial analysis efforts. The ideal candidate must hold an FMVA (Financial Modeling & Valuation Analyst) certification and demonstrate strong capabilities in financial modeling, business performance analysis, and strategic planning. This role will be instrumental in driving data-backed decisions across the organization.
Key Responsibilities:
- Lead company-wide budgeting, forecasting, and long-range financial planning
- Build and maintain robust financial models and reports to support executive decision-making
- Analyze monthly and quarterly financial results, highlighting trends and providing actionable insights
- Partner with department heads to monitor KPIs and assess business performance
- Prepare financial presentations for leadership, board meetings, and investors (if applicable)
- Support strategic initiatives, pricing strategies, investment decisions, and cost optimization efforts
- Monitor macroeconomic and industry trends and their impact on business performance
- Lead financial planning tools implementation or improvements as needed
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- FMVA Certification (by CFI) is mandatory
- CPA, CFA, or MBA is a plus
- 5-8 years of progressive experience in FP&A, corporate finance, or strategic finance roles
- Advanced skills in Excel, financial modeling, and data analysis
- Proficiency in ERP systems (SAP, Oracle, Microsoft Dynamics) and BI tools (Power BI, Tableau, etc.)
- Strong presentation and communication skills
- High attention to detail, with the ability to manage multiple priorities in a fast-paced environment
- Seniority level Associate
- Employment type Full-time
- Job function Finance
- Industries IT Services and IT Consulting
Referrals increase your chances of interviewing at Supertech Innovation Labs by 2x
Sign in to set job alerts for “Financial Planning and Analysis Manager” roles. CFO – Financial Controller (Regulated Role) - Associate Assistant Manager - Financial Planning and Analysis Assistant Manager - Financial Planning And AnalysisRiyadh, Riyadh, Saudi Arabia 19 hours ago
Project Finance Associate/Associate Director Finance Manager Opportunity in Riyadh, Saudi Arabia Commercial Finance Management Associate Director Finance Manager - Riyadh - Saudi National Manager - Finance Process Transformation (CORS308) Business Finance Manager - Arabic Speaking Senior Manager - Finance Technology - Horizon & Ramp up (CORS300) Manager - Finance Technology (Integration Lead) (CORS3271)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrAssociate - Financial Planning & Analysis
Posted 2 days ago
Job Viewed
Job Description
Assist in the preparation of financial forecasts, budgets, and long-term plans.
Conduct financial modeling and analysis to support investment decisions and evaluate capital projects.
Collaborate with cross-functional teams, providing financial insights and guidance to improve profitability and
performance.
Prepare monthly, quarterly, and annual financial reports, highlighting key findings, trends, and recommendations.
Monitor key financial indicators and performance metrics and provide ongoing analysis to identify areas for
improvement.
Support the development and implementation of financial policies, procedures, and systems.
Assist with risk assessment and management, ensuring compliance with regulatory requirements and industry
best practices.
Support the preparation of monthly, quarterly, and annual financial forecasts.
Prepare comprehensive financial reports and presentations for management and stakeholders.
Conduct variance analysis and identify key drivers of financial performance.
Collaborate with cross-functional teams to understand business drivers and support financial planning initiatives.
Provide financial insights and analysis to support decision-making across departments.
Build strong relationships with stakeholders to ensure alignment of financial plans with organizational goals.
Identify opportunities to streamline financial processes and improve efficiency.
Participate in initiatives to enhance financial planning tools, systems, and reporting
Education Bachelor's degree in business, finance, or a related field.
Experience 0-3 years of experience in revenue management, pricing analytics, or a similar role, preferably within the hospitality
and entertainment sectors
Skills
Proficiency in data analysis tools such as Excel, SQL and Tableau is a plus.
Strong analytical and problem-solving skills.
Excellent communication and presentation skills.
Ability to work independently and collaboratively in a fast-paced environment.
Detail-oriented and highly organized, with the ability to manage multiple priorities effectively.
Languages: Fluent in English and Arabic.
Core
Competencies
Self-Actualization & Fulfilment: Proficiency Level – ADVANCED
Team Synergy & Development: Proficiency Level - ADVANCED
Entrepreneurial Mindset & Drive: Proficiency Level - ADVANCED
Business Acumen & Diligence: Proficiency Level - ADVANCED
#J-18808-LjbffrAssociate - Financial Planning & Analysis
Posted 6 days ago
Job Viewed
Job Description
Assist in the preparation of financial forecasts, budgets, and long-term plans.
Conduct financial modeling and analysis to support investment decisions and evaluate capital projects.
Collaborate with cross-functional teams, providing financial insights and guidance to improve profitability and
performance.
Prepare monthly, quarterly, and annual financial reports, highlighting key findings, trends, and recommendations.
Monitor key financial indicators and performance metrics and provide ongoing analysis to identify areas for
improvement.
Support the development and implementation of financial policies, procedures, and systems.
Assist with risk assessment and management, ensuring compliance with regulatory requirements and industry
best practices.
Support the preparation of monthly, quarterly, and annual financial forecasts.
Prepare comprehensive financial reports and presentations for management and stakeholders.
Conduct variance analysis and identify key drivers of financial performance.
Collaborate with cross-functional teams to understand business drivers and support financial planning initiatives.
Provide financial insights and analysis to support decision-making across departments.
Build strong relationships with stakeholders to ensure alignment of financial plans with organizational goals.
Identify opportunities to streamline financial processes and improve efficiency.
Participate in initiatives to enhance financial planning tools, systems, and reporting
Requirements
Education Bachelor's degree in business, finance, or a related field.
Experience 0-3 years of experience in revenue management, pricing analytics, or a similar role, preferably within the hospitality
and entertainment sectors
Skills
Proficiency in data analysis tools such as Excel, SQL and Tableau is a plus.
Strong analytical and problem-solving skills.
Excellent communication and presentation skills.
Ability to work independently and collaboratively in a fast-paced environment.
Detail-oriented and highly organized, with the ability to manage multiple priorities effectively.
Languages: Fluent in English and Arabic .
Core
Competencies
Self-Actualization & Fulfilment: Proficiency Level - ADVANCED
Team Synergy & Development: Proficiency Level - ADVANCED
Entrepreneurial Mindset & Drive: Proficiency Level - ADVANCED
Business Acumen & Diligence: Proficiency Level - ADVANCED