Investment Analyst/ Associate
4 weeks ago
Investment Analyst/ Associate (M&A & IPO)
Saudi Nationals
Jeddah, Saudi Arabia
Our client is a leading Jeddah-based independent financial advisory firm considered as one of the top IPO independent financial advisors in Saudi Arabia, and recently obtained initial CMA approval to conduct arranging activity.
This role is based full time in Jeddah, Saudi Arabia.
Role Overview:
The Analyst/Associate will play a key role in executing M&A and IPO transactions, providing financial advisory services to clients across Saudi Arabia. The ideal candidate will have 2-7 years of experience in investment banking, corporate finance, valuation, or financial advisory, ideally gained from an investment bank or a Big 4 firm.
Key Responsibilities:
- Lead financial analysis, valuation modeling, and due diligence processes for M&A and IPO transactions.
- Prepare investor presentations, information memorandums, pitch books, and transaction documentation.
- Conduct market research, industry analysis, and financial benchmarking to support client engagements.
- Assist in structuring and negotiating deals to maximize value for clients.
- Liaise with regulatory authorities, legal advisors, and other stakeholders throughout the transaction process.
- Support senior team members in client meetings, presentations, and business development activities.
- Ensure compliance with local financial regulations and best practices in corporate finance.
Qualifications & Experience:
- 2-7 years of experience in investment banking, corporate finance, valuation, or financial advisory.
- Background in a top-tier investment bank or Big 4 firm is preferred.
- Strong financial modeling, valuation, and analytical skills.
- Experience working on M&A and IPO transactions is highly desirable.
- Excellent presentation and communication skills, with fluency in both English and Arabic.
- Strong knowledge of the Saudi financial market and regulatory environment is a preference.
- Proven problem solving, time management, and attention to detail abilities.
- Bachelor's degree in finance, economics, accounting, or a related field; CFA, ACA, or Masters/MBA is a plus.
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