Analyst, Direct Investment

Role overview

This position supports the direct investment agenda of Sulaiman Alrajhi Holding by following the performance of portfolio businesses, assessing their financial and operational health, and making sure their activities stay aligned with the holding company’s strategic direction. The role also helps identify efficiency improvements, create commercial value, and monitor opportunities to unlock returns through monetization routes such as IPOs, mergers and acquisitions, and related events.

What you will do

• Review the performance, profitability, and day-to-day operating efficiency of portfolio companies.
• Carry out research, data analysis, and financial modelling to shape strategic recommendations on positioning, expansion, and cost reduction.
• Communicate the investment approach, operating standards, and performance expectations to management teams within portfolio companies.
• Support technology adoption, process improvements, and change initiatives that strengthen operational excellence across subsidiaries.
• Work with advisory directors and subsidiary leaders to identify and execute value-realization opportunities such as IPOs, M&As, and divestment actions.
• Contribute strategic input for monetization plans and help move initiatives forward to maximize value for the holding company.
• Monitor monetization workstreams and provide timely progress updates to stakeholders.
• Prepare investment performance reports and deliver clear, actionable analysis for senior management and other stakeholders.
• Study portfolio-company results and broader investment trends to highlight risks, opportunities, and decision-making insights.
• Ensure reporting is accurate, timely, and fit for the senior manager of Investment Management and related stakeholders.
• Assist in identifying portfolio risks and ensuring alignment with the organization’s risk framework.
• Help design mitigation actions for threats linked to portfolio performance and monetization events.
• Coordinate with subsidiary teams on regular risk reviews, stress tests, and compliance checks to gauge resilience under changing market conditions.
• Contribute to teamwork, knowledge sharing, stakeholder communication, reporting, presentations, and any other tasks assigned by management.

Experience and qualifications

Applicants should bring 0 to 3 years of experience in investments or a closely related area, along with exposure to investment analysis, portfolio management, and financial markets. A bachelor’s degree in business administration, finance, or a similar field is required. Professional certifications in investment management or CFA are considered an advantage.

Core and technical competencies

The ideal candidate should have strong analytical and communication abilities, plus the capacity to work with investment strategy, strategic planning, portfolio management, financial analysis, and risk management. Behavioural competencies include drive for results, willingness to challenge the status quo, resilience, shaping strategy, influencing others, and building teams.