6 Portfolio Managers 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.

Responsibilities

• Lead strategic investment initiatives across high-growth sectors
• Work with a globally experienced, multidisciplinary team
• Conduct fundamental analysis and feasibility studies for investment projects.
• Develop advanced financial models and tools to support investment decisions.
• Structure transactions balancing financial risk and reward.
• Liaise with legal, financial, and regulatory advisors to ensure compliance.
• Prepare and present investment cases and materials for Executive Committee and Board approvals.

A leading organization in the Middle East financial services sector, committed to long-term value creation through strategic investments. The company fosters innovation, collaboration, and professional development across its investment functions.

• Bachelor's and Master's degrees in Financial Analysis or Portfolio Management.
• CFA certification preferred.
• 5-7 years of experience in investment analysis and financial modeling.
• Strong competencies in people management, business development, and effective communication.
• Proficient in financial modeling, corporate finance, and MS PowerPoint.

• A leadership role with supervisory responsibilities and strategic influence.
• Direct involvement in high-impact investment decisions and executive-level presentations.
• Professional growth in a dynamic, multi-disciplinary investment environment in Jeddah.

Shahzeb Alam

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• Lead strategic investment initiatives across high-growth sectors
• Work with a globally experienced, multidisciplinary team

• Lead strategic investment initiatives across high-growth sectors
• Work with a globally experienced, multidisciplinary team

• Conduct fundamental analysis and feasibility studies for investment projects.
• Develop advanced financial models and tools to support investment decisions.
• Structure transactions balancing financial risk and reward.
• Liaise with legal, financial, and regulatory advisors to ensure compliance.
• Prepare and present investment cases and materials for Executive Committee and Board approvals.

• Bachelor's and Master's degrees in Financial Analysis or Portfolio Management.
• CFA certification preferred.
• 5-7 years of experience in investment analysis and financial modeling.
• Strong competencies in people management, business development, and effective communication.
• Proficient in financial modeling, corporate finance, and MS PowerPoint.

• A leadership role with supervisory responsibilities and strategic influence.
• Direct involvement in high-impact investment decisions and executive-level presentations.
• Professional growth in a dynamic, multi-disciplinary investment environment in Jeddah.

York Towers is a global luxury real estate development leader of York Holding Group. Since 2016, we have delivered exceptional properties and managed six dynamic projects across five countries and three continents. With eight offices worldwide, we leverage cutting-edge technology and market insights to create multicultural residential communities that redefine modern living.

Position Title: Real Estate Investment Advisory Manager "Sales"

Department: Real Estate Investment Advisory

Reports To: Director of Real Estate Investment Advisory

Location: Riyadh or Jeddah (Advising on Georgian Real Estate Market)

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.

• 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.

• 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).

• Work setup: on-site
• Working Days: Saturday to Wednesday
• Compensation bands: base + Commission Scheme

• Stage 1 – Administrative Manager Screening: Covers availability, salary expectations, and legal status.
• Stage 2 – Recruitment Manager Interview: An in-depth discussion focused on skills, experience, and behavioural competencies. Includes scenario-based and competency-driven questions to evaluate 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 potential contribution, alignment with the company’s vision and growth plans, and long-term fit in the organization.

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.

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.

• 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.