Investment Manager

Company Description

Amad Capital is an investment advisory firm specializing in wealth management for ultra-high-net-worth families in Saudi Arabia. The firm offers independent advice across public markets, private investments, and real asset portfolios. As a dedicated fiduciary partner, Amad Capital is committed to delivering customized financial strategies that align with each client's unique goals. By maintaining a client-first approach, the firm fosters long-term relationships built on trust and transparency.

Role Description

This is a full-time, on-site role. You will join a lean, high-impact advisory team with direct exposure to client families and their multi-asset portfolios. This is not a large institution — you will own the full investment lifecycle from sourcing and diligence through IC preparation, execution, and ongoing monitoring.

What You Will Do

• Lead end-to-end investment analysis across public equities, fixed income, PE/VC funds, real estate, and direct investments
• Build and maintain detailed financial models, valuations, and sensitivity analyses
• Prepare investment committee memoranda, pitch materials, and client-facing portfolio reviews
• Conduct manager and fund due diligence for third-party allocations
• Monitor portfolio positions, track performance attribution, and recommend rebalancing or exits
• Produce macroeconomic research, sector analyses, and market outlook papers
• Coordinate with external partners including broker-dealers, fund managers, and legal counsel
• Support the development of investment policies and reporting frameworks as the firm scales

Qualifications

• 7–12 years of experience in investment analysis, corporate finance, or wealth/asset management
• Demonstrated experience across multiple asset classes — public markets, real estate, and private markets
• Strong financial modeling skills (DCF, LBO, fund return modeling, real estate pro formas)
• Prior experience at a family office, wealth advisory, Big 4 deal advisory, or investment bank
• CFA Charterholder or final-level candidate
• Ability to produce investment-grade written work: IC memos, market research, client presentations
• Comfort operating in a small team with high autonomy and direct principal interaction
• Familiarity with GCC markets and Saudi investment landscape
• Fluent in English; Arabic is a strong advantage
• Bachelor's or Master's degree in Finance, Economics, or related field

Nice to Have

• CME certification (or willingness to obtain upon joining)
• Experience serving or working within UHNW family offices
• Exposure to Saudi CMA regulations and reporting requirements
• Background in feasibility studies for real assets
• MBA or Master's from a recognized institution