Jezoor - Investment Manager

Description:

Roles & Responsibilities:

- We are seeking an experienced investment manager for a reputed family office based in Kuwait.

- This role involves working closely with the Investment Committee to evaluate investment opportunities, monitor and assess portfolio performance, evaluate market trends, and provide recommendations based on thorough analytical insights.

- The candidate would work on multiple markets (with focus on US and GCC) and multiple asset classes including public equity, sukuks, direct private investments and real estate.

- The candidate would directly report to the co-owners.

Key Role Requirements:

- Create and manage portfolios that balance wealth preservation with long-term compounding while delivering returns that exceed established benchmarks.

- Conduct financial analysis, modeling & due diligence to evaluate investment opportunities

- Research and analyze industry trends, news, macro-economic developments, market conditions, & company performance and report the insights regularly to management.

- Prepare financial models, detailed investment reports, memos and presentations for internal stakeholders.

- Track portfolio company quarterly earnings, management commentary, market updates and prepare concise, actionable summaries for the investment team.

- Monitor and assess portfolio performance and provide recommendations for optimization.

- Assist in due diligence activities while evaluating potential investments & acquisition opportunities, which include real estate deals and BOT Projects as well.

- Collaborate with cross-functional teams to gather & analyze data for investment decisions.

- Document transactions and publish regular portfolio and performance dashboards.

- Lead the budgeting and variance analysis of an operating entity.

Desired Candidate Profile:

Preferred Credentials:

- Fully qualified ACA, ACCA, CIMA or equivalent

- Preference will be given to those who also possess a CFA Charter or at least have completed Level II of the CFA Program.

Work Experience:

- Must have 3-7 years of post-qualification experience in buy side investment environment.

- Candidates must have exposure to U.S. and/or GCC markets.

- Candidates who have family office experience would be preferred.

Required Skills:

- Excellent in research and data analysis (both quantitative & qualitative)

- Well versed with financial modeling and forecasting skills

- Strong report writing and presentation skills

- Ability to effectively use advanced AI research tools and techniques

- Proficient in relative valuation and discounted cash flow (DCF) techniques

- Experience with data and research platforms such as Bloomberg

- Advanced knowledge of Excel