7 Portfolio Managers jobs in Jeddah

Job Summary

He is responsible for helping the CIO manage the investment portfolio specially the Private Equity and Real Estate part

Major

**Responsibilities**:
A. Private Equity:
1. Conduct all such financial analysis and financial modelling on Private Equity opportunities as needed;
2. Conduct equity research along the investable themes and guidelines defined by the Global Investment Committee, and present recommendations accordingly; perform fundamental bottom-up industry and sector analysis.

B. Portfolio Management:
1. Support the Portfolio Management team with various aspects of portfolio management including investment decisions, implementation, portfolio rebalancing, and daily monitoring of investment portfolios;
2. Continuously monitor private equity positions held within portfolio to ensure investment thesis remains intact;
3. Review sector research publications, annual reports, presentations, and other sources to gather/synthesize/interpret data on investable themes, and present ideas to the Investment Committee.

4. Financial modelling and participation in the improvement of tools for investment selection.

5. Reporting: Preparing investment presentations to CIO.

6. Investment support: Supporting the CIO on various investment-related tasks

Competencies

He has the following competencies.

Behavioral

Functional

► Communication Skills

► Initiative

► Interpersonal Skills

► Flexibility

► Writing Skills

► Self Confidence

► Teamwork

► Language -English / Arabic

Qualifications and Experience
- BSc and MSc/MBA Degree in Finance, Economics, or related technical field from a reputable university
- CFA a must. (At least cleared level II)
- Minimum of 10 years’ experience with Private Equity and portfolio management
- Knowledge of quantitative investment practices, including portfolio optimization, is a plus.
- Good understanding of corporate finance/macroeconomics;
- Advanced Excel & Power Point skills
- Proficiency with FactSet is a plus.

**Job Types**: Full-time, Permanent

**Salary**: ﷼30,000.00 - ﷼40,000.00 per month

Ability to commute/relocate:

- Jeddah: Reliably commute or planning to relocate before starting work (required)

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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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.

#J-18808-Ljbffr

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.

#J-18808-Ljbffr

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

Portfolio Account manager security – Civil development page is loaded **Portfolio Account manager security – Civil development***Portfolio Account manager security – Civil development**remote typeHybrid locationsRiyadh time typeFull time posted onPosted 24 Days Ago job requisition idR Location: Riyadh, Saudi ArabiaIn fast changing markets, customers worldwide rely on Thales. Thales is a business where brilliant people from all over the world come together to share ideas and inspire each other. In aerospace, transportation, defence, security and space, our architects design innovative solutions that make our tomorrow's possible.We have been present in Saudi Arabia for 40 years and with over 600 employees to date, we are growing rapidly. Together we are delivering our signalling, control and train protection systems for the North –South Railway (NSR), the longest system of it’s kind in the world. Together we are key suppliers of In-flight entertainment and connectivity systems as well as air traffic management solutions in Saudi. We are making Saudi Arabia a safer place by securing the country’s critical infrastructure and e-security solutions that secure the country’s electronic payment systems. Thales has been selected to supply major electronic systems for air defence and the Group also supplied communication and optronic systems for the Army, the Saudi Arabia National Guards and the Air Force.MISSIONS & RESPONSIBILITIES Build the Account Plan in order to define the account strategy and align the plan with the customer and the internal stakeholders by: -Understanding the customer's stakes, expectations and vision and how Thales offers can support the customer's business -Monitoring the performance of Thales’ competitors with the customer -Identifying and Defining Strategic Initiatives, in collaboration with the customer, to generate growth beyond business as usual and contributing to build and strengthen a customer relationship based on partnership -Working closely with the Account Marketing for support on actions plans (growth opportunities, engagement plan, must-wins, market segment content) Orchestrate and network with all internal and external stakeholders by: -Sharing general interest information on the customer (i.e. Customer strategy and structure, customer needs, budgets) and represent the Customer internally -Orchestrating, aligning and managing the account team (on subjects such as tendering, project execution, technology portfolio, customer satisfaction…) and supporting the sales teams in all actions required to close Order Intake -Sharing the Account Plan and facilitating the execution of the related action plan with countries and GBUs involved. The Account Manager takes part in the enhancement and update of Group CRM data -Informing the account team and account steering committee of customer satisfaction issues and supporting the development of customer satisfaction measuring in the account Act as “One face to the customer” on behalf of Thales by: -Maximizing customer satisfaction -Setting actions together with the customer to develop trust and loyalty between both organizations -Developing Group Order Intake in the short and medium term by managing Customer intimacy -Driving and secururing strategic Initiatives as defined in the Account Plan DECISIONS OWNED / KEY DELIVERABLES -Engage all actions required to execute the Account plan -Define Customer governance, as part of the Account Plan (“who meets who and when”) -Deliver an aligned and reviewed Account Plan (at least twice a year) -Perform the Opportunity presentations (“Gate 0: Early Opportunity Review”) -Deliver Order Intake forecast KEY INTERACTIONS -The Account Team: BL Sales Manager, Project Teams, Capture teams, Service teams, Account Marketing Manager -Local Head of Account management -Heads of GBUs, GBU VP Sales, BL Sales director -Account Executive Sponsor -Segment Marketing -Digital -Communications -Any other member of the Thales organization and leadership as required (Finance, Legal, Quality, Program, Bid…) SKILLS & EXPERIENCE REQUIRED -Extensive exposure to the customer industry -Capable of driving results across virtual teams and able to represent Thales Group as a whole -Entrepreneur mindset with a true sense of initiative, curiosity and autonomy -Acts naturally as a team builder and is a good communicator -Ability to convince, persuade and negotiate, both internally & externally KPIs -Group OI and GMOI for the Fiscal Year with yearly OI growth ≥ 3% for Key Accounts and ≥ 5% for Strategic Accounts (will account for 40% of variable income) -3 year average Group OI and GMOI (will account for 20% of variable income) -Customer satisfaction rating percentage increase (will account for 40% of variable income)At Thales we provide CAREERS and not only jobs. With Thales employing 80,000 employees in 68 countries our mobility policy enables thousands of employees each year to develop their careers at home and abroad, in their existing areas of expertise or by branching out into new fields. Together we believe that embracing flexibility is a smarter way of working. Great journeys start here, apply now! #J-18808-Ljbffr