Portfolio Analyst

Portfolio Analyst (Saudi Arabia)

Region

EMEA

Business Unit

Asset Management

Location

Riyadh

Job Description

Lazard is one of the world's leading financial advisory and asset management firms. Our people make the difference. With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow together. We believe that diversity, equity, inclusion, and allyship are not just business imperatives — they are central pillars of our employee experience. Our entrepreneurial culture and flat structure allow creative ideas and original concepts to drive our business forward — and for careers to take flight.

Many of the world's leading investors - from individuals to institutions across the globe - have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future - whether it's for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.

Portfolio Analyst - Saudi Arabia

As a Portfolio Analyst you will provide support for our Middle East, North Africa (MENA) funds and Portfolio Managers in their day-to-day management of client portfolios, conducting investment research in order to generate trade ideas, maintenance of coverage of stocks in universe. This will include modelling and meeting with corporate management, and analysis of portfolio performance including communication to relevant stakeholders.

We'll trust you to:

• Work with the portfolio managers to develop investment ideas
• Assist in all aspects of the fund management of our MENA products, including research & investment
• Develop and maintain valuation models for investee and potential investee companies based on the analysis of historical statements, future projections and interviewing company and industry experts
• Be responsible for ensuring the production of timely, accurate investment reports on the area as required by both external and internal clients
• Represent the firm at various external presentations and ensuring a clear articulation of the investment approach of the area
• Ensure all clients achieve consistent performance in line with their objectives and house risk/return targets
• Adhere to appropriate rules and regulations governing the management of client portfolios

You'll need to have:

• 5 to 7 years of relevant Finance experience, including coverage of the Saudi equity market (or equivalent)
• A good knowledge of stocks within the portfolio
• The ability to make sound investment decisions
• Excellent analytical skills
• A good understanding of stock valuation
• The ability to present written and verbal information in a clear and concise manner
• The ability to work well under pressure and within tight deadlines
• CFA qualification (or be working towards this)
• University degree
• Knowledge of relevant regional Regulatory Rules and Requirements
• Excellent Microsoft Office skills (Excel, Word, PowerPoint etc)

What we offer

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.

Does this sound like you?

Apply We'll get in touch on the next steps.

Inclusion at Lazard

Lazard is an intellectual capital business focused on delivering the best advice and solutions to clients. Achieving these objectives requires us to identify, develop and retain the best talent. A workforce comprised of people with varied backgrounds and experiences creates a rich diversity of thought that empowers us to challenge conventional wisdom, as diverse perspectives lead to better decisions.

Our appreciation of diversity's strength is ingrained in our multi-cultural heritage. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respect for individual differences, which has been core to our success for several decades.

The ongoing cultivation of diversity and an inclusive, equitable culture are essential to our continued growth. We are committed to sustaining an environment in which all employees – regardless of socioeconomic status, race, color, nationality, religion, gender, gender expression, sexual orientation, physical abilities, veteran or military status – can maximize their individual potential and our collective success.