Investment Manager- Portfolio Management

Reporting to the Portfolio Management Director, the Manager – M&A and Portfolio Management will support the Private Investments team in managing and optimizing portfolio performance, executing growth initiatives including developing greenfield projects, joint ventures and M&A transactions, and driving value creation initiatives. The role also includes performing commercial and financial review of the portfolio companies and monitoring their performance.

• Monitor and assess the performance of assigned Portfolio Companies, ensuring alignment with strategic goals, approved business plans and optimizing shareholders returns.
• Conduct detailed performance analyses, provide actionable insights, key risks and recommend strategies to improve portfolio outcomes.
• Support portfolio companies in their growth initiatives.
• Review board materials and provide analysis, comments and suggestions before board meetings.
• Identify potential risks within transactions and portfolios, recommending mitigation strategies to safeguard investments.

• Manage the execution process of M&A transactions, including due diligence structuring, financial modelling, and valuation and managing deal closure processes.
• Collaborate with internal and external stakeholders to ensure seamless transaction management from initiation to closure.
• Support the post-merger integration exercise.

• Use market knowledge and business network to stay updated with the latest market intelligence and source investment opportunities.
• Conduct in‑depth market research and competitor analysis to identify and source potential investment opportunities.
• Evaluate and propose value creation strategies for portfolio companies in collaboration with operational teams.

• Prepare comprehensive investment committee decks, presentations, portfolio oversight report with key business risks, and updates for internal stakeholders and the executive team.
• Maintain accurate and detailed records of transactions, action trackers, portfolio performance, and strategic initiatives.

• Act as a point of contact for external advisors, including investment banks, legal advisors, and consultants.
• Build and maintain strong relationships with portfolio company management teams to drive alignment on objectives.

Ensure adherence to all relevant regulatory and governance requirements during transaction execution and portfolio management.

• Strong experience in supporting M&A transactions and structuring partnerships including JV, with demonstrated ability to contribute to deal structuring and value creation.
• Advanced analytical and financial modelling skills, including valuation methodologies and financial statement analysis.
• Excellent communication and presentation skills, with the ability to simplify complex information for diverse audiences.
• Effective project management skills, capable of handling multiple transactions and priorities simultaneously.
• High attention to detail, with a proactive approach to identifying and addressing business challenges.
• Ability to work in a dynamic, fast‑paced environment, fostering collaboration across teams.
• Excellent written and verbal communication skills in English, proficiency in Arabic language is advantageous.

• Bachelor’s degree in Finance, Economics, Business, or a related field; MBA or CFA designation preferred.
• 8–10 years of experience in investment banking, private equity, or corporate M&A, with a focus on transaction execution, portfolio management, and value creation.
• Experience in private capital management, private equity or sovereign funds and family offices will also be considered.
• Demonstrated expertise in financial modelling (3‑statement models, DCF, sensitivity, etc.), managing due diligence, valuation and returns analysis and portfolio performance analysis.
• Familiarity with sectors such as Hospitality, Healthcare, Education, Technology, Agriculture, Financial Services and Real Estate Development is advantageous.