17 Investment jobs in Jeddah

Our client is headquartered in Jeddah and has extensive operations across the Middle East and some excellent growth plans through the acquisition of new businesses. They are looking for a Saudi national to join their project office as Investment Manager.

The purpose of this role will be to support the VP for Investments and Projects and provide advice relating to investment decisions. The core duties will be:

1. Monitor financial performance, budgets and plans of the various investments; work with senior management on performance improvement opportunities.
2. Support the financial research function; work closely with investment analysts.
3. Carry out risk analysis including benchmarking, asset allocation, financial due diligence and financial modelling to enable management to make sound decisions on new and current investments.
4. Project planning for acquisitions including cost budget, timelines, scope, standards and objectives.

Requirements:

1. This role is only open to Saudi nationals.
2. Finance or economics-related degree and ideally a post-graduate qualification such as an MBA, CPA, CFA etc.
3. You should have a background in external audit or due diligence, ideally trained with one of the Big4 firms.
4. Other experience required: mergers & acquisitions, corporate finance, data analysis.

SR 30,000 per month plus education allowance, bonus, family health insurance.

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The Role
Key Responsibilities: Investment Strategy Development & Execution: *Develop, refine, and implement real estate investment strategies aligned with company goals. *Identify and evaluate new investment opportunities, including both direct acquisitions and joint ventures. *Oversee the due diligence process for potential investments, including market analysis, financial modeling, and risk assessment. *Create investment proposals and presentations for stakeholders and senior leadership. Portfolio Management: *Manage and optimize a diverse real estate portfolio, ensuring its performance aligns with investment objectives. *Monitor the financial performance of existing assets, identifying areas for operational improvements or value-add opportunities. *Oversee asset management strategies, including leasing, property management, and renovation projects. *Ensure compliance with regulatory requirements, company policies, and industry best practices. Financial Management & Reporting: *Prepare and present regular investment performance reports to internal and external stakeholders. *Lead financial modeling and scenario analysis for various investment opportunities and dispositions. *Work with finance teams to create accurate forecasts and ensure investment returns meet expected targets. Stakeholder & Investor Relations: *Cultivate and maintain relationships with investors, joint venture partners, lenders, and other key stakeholders. *Lead discussions and negotiations with potential investors, stakeholders, and financial institutions. *Provide leadership and strategic direction to the investment team, ensuring alignment with broader business objectives. Team Leadership: *Lead, mentor, and develop a team of real estate professionals (analysts, associates, and managers). *Collaborate with other departments (finance, legal, operations, etc.) to ensure seamless execution of investment strategies. Market Analysis & Trends: *Keep abreast of market trends, economic conditions, and industry developments to identify new opportunities and mitigate risks. *Conduct detailed market research and competitor analysis to inform investment decisions. *Evaluate emerging real estate sectors (e.g., green buildings, smart cities, tech-driven real estate) and integrate them into investment strategies. Key Skills & Qualifications: Education: *Bachelor's degree in Real Estate, Finance, Business, Economics, or a related field (Master's preferred). Experience: *10+ years of experience in real estate investment or related fields (e.g., asset management, acquisitions). *Proven track record of managing large real estate portfolios and completing successful investments. *Experience in structuring complex real estate deals, including joint ventures, syndications, and partnerships.

Requirements
Technical Skills: *Strong financial acumen with proficiency in financial modeling, valuation techniques, and investment analysis. *In-depth knowledge of real estate market dynamics and property types. *Familiarity with industry software tools (e.g., ARGUS, Excel, CoStar, REIS). Leadership: *Strong leadership, team management, and mentoring abilities. *Exceptional communication and negotiation skills, with the ability to build and maintain relationships with a wide range of stakeholders. Other Skills: *Ability to think strategically while managing operational details. *Strong problem-solving skills and ability to adapt to changing market conditions. Desired Attributes: *Strategic thinker with a long-term vision for real estate investments. *Ability to thrive in a fast-paced, dynamic environment. *Strong decision-making capabilities under pressure. *A proactive and self-motivated leader who is results-oriented.

About the company
Service Our aim is to provide our clients and candidates with a consistent, quality service that goes beyond the norm, giving them peace of mind and complete trust in our ability to meet their needs. Knowledge Big Fish consultants specialise in their fields and have extensive experience in the region and beyond. We take pride in our knowledge and network and believe that our relationships are built on trust and integrity and are made for the long term. Care At Big Fish, as well as caring for the people we work with, we also care about the world and environment we live in, that's why Big Fish support initiatives that promote human welfare, environmental protection and sustainability.

Job Title: Financial Analysis Manager

Location: Jeddah, Saudi Arabia

Job Type: Permanent

Key Responsibilities:

• Lead the preparation of annual budgets, quarterly forecasts, and long-term financial planning.

• 8+ years of progressive experience in financial planning & analysis (FP&A), with at least 2–3 years in a managerial role.

• Analyze financial results, variances, and key performance indicators to provide actionable insights.

• Develop financial models and scenario analyses to support strategic initiatives and business decisions.

• Oversee monthly, quarterly, and annual management reporting processes.

• Collaborate with business units, operations, and leadership teams to align financial goals with organizational objectives.

• Ensure compliance with corporate policies, accounting standards, and internal controls.

• Mentor and manage a team of financial analysts, fostering professional growth and continuous improvement.

• Present financial insights and recommendations to senior management and executive leadership.

• Drive process improvements and automation to enhance efficiency in financial reporting and analysis.

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Job Title: Financial Analysis Manager

Location: Jeddah, Saudi Arabia

Job Type: Permanent

Key Responsibilities:

• Lead the preparation of annual budgets, quarterly forecasts, and long-term financial planning.

• 8+ years of progressive experience in financial planning & analysis (FP&A), with at least 2–3 years in a managerial role.

• Analyze financial results, variances, and key performance indicators to provide actionable insights.

• Develop financial models and scenario analyses to support strategic initiatives and business decisions.

• Oversee monthly, quarterly, and annual management reporting processes.

• Collaborate with business units, operations, and leadership teams to align financial goals with organizational objectives.

• Ensure compliance with corporate policies, accounting standards, and internal controls.

• Mentor and manage a team of financial analysts, fostering professional growth and continuous improvement.

• Present financial insights and recommendations to senior management and executive leadership.

• Drive process improvements and automation to enhance efficiency in financial reporting and analysis.

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Provide financial advice, support, and consultation to the assigned departments to ensure alignment with set financial plans and policies. Develop financial reports and analyses to identify financial impact and performance, supporting decision-making processes for the departments or business functions.

Accountabilities

• Lead financial evaluations for assigned departments’ projects, including developing and reviewing financial models, data, KPIs, and stakeholder alignment.
• Act as a financial partner to departments by providing support, financial knowledge, budgets, forecasts, and communicating business needs to the Finance division to ensure interdepartmental alignment.
• Issue periodic financial reports, reviewing actual progress against plans to assess financial performance.
• Perform financial analyses to identify deficiencies and areas for improvement to support decision-making.
• Follow up on decisions and corrective actions with stakeholders, assessing financial impacts.
• Collaborate with departments to develop, update, and document processes, procedures, and SOPs, ensuring standardization and financial compliance.
• Lead and participate in automating financial analysis reports with IT to enhance efficiency, timeliness, and accuracy.
• Serve as a key advisor to business units, providing strategic financial insights to aid decision-making.
• Drive finance team performance, ensuring alignment with business objectives and fostering a culture of continuous improvement.

Employee duties are not limited to these accountabilities; additional duties may be assigned.

Work Environment

• Indoors: 90%
• Outdoors: 10%
• Working Days: 5 days/week
• Days Off: 2 days/week
• Working Hours: 8:00 AM – 6:00 PM (including 1-hour break)

Job Requirements

Education

• BSc in Finance or Accounting

Experience

• 3+ years in a similar role (for MG), 5+ years (for SMG)

Computer Skills

• MS Office Suite

Languages

• English
• Arabic

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Overview

Position Title : Real Estate Investment Advisory Manager" Sales Manager "

Department : Real Estate Investment Advisory

Reports To : Director of Real Estate Investment Advisory

Scope : The Real Estate Investment Advisory Manager leads and develops the team of Real Estate Investment Advisors, ensuring they deliver exceptional client advisory services, build strong investment portfolios, and achieve financial and strategic targets. This role combines operational leadership, investment knowledge, and client-centric strategy, while aligning with the company’s vision in the Georgian real estate market.

Responsibilities

Team Leadership & Performance

• Monitor that team goals and KPIs are met.
• Suggest adjustments or corrective actions to the Director if goals require revision based on market realities or team performance.
• Provide day-to-day coaching, mentoring, and support to Advisors, with focus on client relationship building and investment advisory quality.
• Distribute leads effectively among team members, ensuring fair allocation and maximum conversion.
• Support Advisors in preparing complex investment proposals and high-value negotiations.

Planning & Strategy

• Develop and implement monthly and annual investment advisory plans aligned with company objectives.
• Translate department strategy into clear action plans and initiatives for the team.
• Review and adapt plans based on team performance, market conditions, and investor demand.

Operations & Reporting

• Review Advisors’ client reports, portfolio analyses, and investment proposals.
• Consolidate team performance data and prepare progress reports for the Director.
• Ensure CRM and reporting tools are accurately updated and maintained by all team members.
• Monitor quality of client interactions, ensuring compliance with company standards and regulations.

Capability Development

• Identify skills gaps and recommend training initiatives.
• Oversee onboarding and continuous training of Advisors, ensuring strong financial and real estate investment awareness (ROI, IRR, NPV).
• Foster a culture of professionalism, growth, and advisory excellence.

Cross-Department Collaboration

• Work closely with Marketing to align campaigns with the investment advisory positioning and generate high-quality leads.
• Coordinate with Legal and Finance to streamline client transactions and ensure compliance.
• Provide feedback to top management on client needs, product gaps, and market opportunities.

Qualifications & Skills

• Bachelor’s degree in Business, Finance, Real Estate, or related field (Master’s degree is a plus).
• 4+ years of experience in real estate sales, or investment advisory, with at least 2 years in a leadership role.
• Strong knowledge of investment principles (ROI, IRR, NPV, capital appreciation).
• Proven track record in managing teams to deliver high-performance results.
• Excellent communication, interpersonal, and negotiation skills.
• Strong organizational, analytical, and decision-making abilities.
• Proficiency with CRM systems, Excel, and reporting dashboards.
• Fluent in English and Arabic (additional languages preferred).

Interview Process

Our recruitment process consists of three stages to ensure a thorough and fair evaluation :

Stage 1 – Administrative Manager Screening

• Covers availability, salary expectations, and legal status .

Stage 2 – Recruitment Manager Interview

• An in-depth discussion focused on your skills, experience, and behavioural competencies .
• Includes scenario-based and competency-driven questions to evaluate your fit for the role and the company culture.

Stage 3 – Final Interview with Management ( Dep. Head / COO / HR Director)

• A strategic conversation with senior leadership to evaluate your potential contribution, alignment with the company’s vision and growth plans , and your long-term fit in the organization.

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Reports To: Director of Real Estate Investment Advisory

Scope: The Real Estate Investment Advisory Manager leads and develops the team of Real Estate Investment Advisors, ensuring they deliver exceptional client advisory services, build strong investment portfolios, and achieve financial and strategic targets. This role combines operational leadership, investment knowledge, and client-centric strategy, while aligning with the company’s vision in the Georgian real estate market.

Responsibilities:

• Monitor that team goals and KPIs are met.
• Suggest adjustments or corrective actions to the Director if goals require revision based on market realities or team performance.
• Provide day-to-day coaching, mentoring, and support to Advisors, with focus on client relationship building and investment advisory quality.
• Distribute leads effectively among team members, ensuring fair allocation and maximum conversion.
• Support Advisors in preparing complex investment proposals and high-value negotiations.
• Develop and implement monthly and annual investment advisory plans aligned with company objectives.
• Translate department strategy into clear action plans and initiatives for the team.
• Review and adapt plans based on team performance, market conditions, and investor demand.

Operations & Reporting

• Review Advisors’ client reports, portfolio analyses, and investment proposals.
• Consolidate team performance data and prepare progress reports for the Director.
• Ensure CRM and reporting tools are accurately updated and maintained by all team members.
• Monitor quality of client interactions, ensuring compliance with company standards and regulations.

Capability Development

• Identify skills gaps and recommend training initiatives.
• Oversee onboarding and continuous training of Advisors, ensuring strong financial and real estate investment awareness (ROI, IRR, NPV).
• Foster a culture of professionalism, growth, and advisory excellence.
• Work closely with Marketing to align campaigns with the investment advisory positioning and generate high-quality leads.
• Coordinate with Legal and Finance to streamline client transactions and ensure compliance.
• Provide feedback to top management on client needs, product gaps, and market opportunities.

Qualifications & Skills

• Bachelor’s degree in Business, Finance, Real Estate, or related field (Master’s degree is a plus).
• 4+ years of experience in real estate sales, or investment advisory, with at least 2 years in a leadership role.
• Strong knowledge of investment principles (ROI, IRR, NPV, capital appreciation).
• Proven track record in managing teams to deliver high-performance results.
• Excellent communication, interpersonal, and negotiation skills.
• Strong organizational, analytical, and decision-making abilities.
• Proficiency with CRM systems, Excel, and reporting dashboards.
• Fluent in English and Arabic (additional languages preferred).

Interview Process

Our recruitment process consists ofthree stages to ensure athorough and fair evaluation :

• Coversavailability, salary expectations, and legal status .

Stage 2 – Recruitment Manager Interview

• An in-depth discussion focused on yourskills, experience, and behavioural competencies .
• Includes scenario-based and competency-driven questions to evaluate your fit for the role and the company culture.

Stage 3 – Final Interview with Management ( Dep. Head/ COO/ HR Director)

• Astrategic conversation with senior leadership to evaluate your potential contribution, alignment with the company’svision and growth plans , and your long-term fit in the organization.

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Reports To: Director of Real Estate Investment Advisory

Scope: The Real Estate Investment Advisory Manager leads and develops the team of Real Estate Investment Advisors, ensuring they deliver exceptional client advisory services, build strong investment portfolios, and achieve financial and strategic targets. This role combines operational leadership, investment knowledge, and client-centric strategy, while aligning with the company’s vision in the Georgian real estate market.

Responsibilities:

• Monitor that team goals and KPIs are met.
• Suggest adjustments or corrective actions to the Director if goals require revision based on market realities or team performance.
• Provide day-to-day coaching, mentoring, and support to Advisors, with focus on client relationship building and investment advisory quality.
• Distribute leads effectively among team members, ensuring fair allocation and maximum conversion.
• Support Advisors in preparing complex investment proposals and high-value negotiations.
• Develop and implement monthly and annual investment advisory plans aligned with company objectives.
• Translate department strategy into clear action plans and initiatives for the team.
• Review and adapt plans based on team performance, market conditions, and investor demand.

Operations & Reporting

• Review Advisors’ client reports, portfolio analyses, and investment proposals.
• Consolidate team performance data and prepare progress reports for the Director.
• Ensure CRM and reporting tools are accurately updated and maintained by all team members.
• Monitor quality of client interactions, ensuring compliance with company standards and regulations.

Capability Development

• Identify skills gaps and recommend training initiatives.
• Oversee onboarding and continuous training of Advisors, ensuring strong financial and real estate investment awareness (ROI, IRR, NPV).
• Foster a culture of professionalism, growth, and advisory excellence.
• Work closely with Marketing to align campaigns with the investment advisory positioning and generate high-quality leads.
• Coordinate with Legal and Finance to streamline client transactions and ensure compliance.
• Provide feedback to top management on client needs, product gaps, and market opportunities.

Qualifications & Skills

• Bachelor’s degree in Business, Finance, Real Estate, or related field (Master’s degree is a plus).
• 4+ years of experience in real estate sales, or investment advisory, with at least 2 years in a leadership role.
• Strong knowledge of investment principles (ROI, IRR, NPV, capital appreciation).
• Proven track record in managing teams to deliver high-performance results.
• Excellent communication, interpersonal, and negotiation skills.
• Strong organizational, analytical, and decision-making abilities.
• Proficiency with CRM systems, Excel, and reporting dashboards.
• Fluent in English and Arabic (additional languages preferred).

Interview Process

Our recruitment process consists of three stages to ensure a thorough and fair evaluation :

• Covers availability, salary expectations, and legal status .

Stage 2 – Recruitment Manager Interview

• An in-depth discussion focused on your skills, experience, and behavioural competencies .
• Includes scenario-based and competency-driven questions to evaluate your fit for the role and the company culture.

Stage 3 – Final Interview with Management ( Dep. Head/ COO/ HR Director)

• A strategic conversation with senior leadership to evaluate your potential contribution, alignment with the company’s vision and growth plans , and your long-term fit in the organization.

#J-18808-Ljbffr

Join to apply for the Fluent Arabic Fundraising & Investor Relations, Investment Management, Jeddah, Saudi Arabia role at PER

We are working on an exciting opportunity with a prestigious investment management firm.

This role will be centered on leading capital-raising efforts and strengthening relationships with both new and existing investors.

What the job involves

• Meeting potential investors, including family offices, multi-family offices, other LPs and investment consultants
• Playing a leading role in the investor relations and fundraising team
• Oversee and mentor the members of the fundraising and investor relations teams

Who we are looking for

• Strong track record of raising funds from ultra high net worth families
• Fluency in Arabic is required
• Experience of working with LPs in the Middle East is preferred
• Highly collaborative, and a strong team-oriented approach
• Well networked individual who has an existing book of investors

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance

Industries

• Venture Capital and Private Equity Principals

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