Portfolio Analyst - Job Description
Location: Kingdom of Saudi Arabia
Position Summary
The Portfolio Analyst will support investment decision-making and portfolio management activities by conducting comprehensive financial analysis, market research, and performance evaluation of real estate investments. This role requires strong analytical skills and knowledge of the Saudi Arabian real estate market.
Key Responsibilities
Financial Analysis & Modeling Develop and maintain complex financial models for real estate investments including DCF, IRR, and NPV analyses. Prepare investment committee presentations and recommendations. Monitor portfolio performance against established benchmarks and conduct variance analysis.
Market Research & Intelligence Research Saudi Arabian real estate markets including office, retail, industrial, and residential sectors. Analyze market trends, comparable transactions, and economic indicators affecting portfolio performance. Prepare quarterly market reports and investment outlook summaries.
Portfolio Management Support Assist in due diligence processes for potential acquisitions and dispositions. Monitor lease expiration schedules, tenant creditworthiness, and occupancy trends. Support asset management teams with budget preparation and performance tracking.
Reporting & Documentation Prepare monthly and quarterly portfolio performance reports for senior management and clients. Maintain detailed investment databases and ensure data accuracy across all systems. Create executive dashboards and key performance indicator summaries.
Required Qualifications
Education & Experience Bachelor's degree in Finance, Real Estate, Economics, or related field. Minimum 2-3 years of experience in real estate analysis, investment banking, or portfolio management. CFA or similar professional certification preferred.
Technical Skills Advanced proficiency in Excel financial modeling and data analysis. Experience with real estate software such as ARGUS Enterprise or similar platforms. Knowledge of Bloomberg, CoStar, or comparable market data systems.
Local Market Knowledge Understanding of Saudi Arabian real estate regulations, RERA requirements, and Vision 2030 initiatives. Familiarity with local banking practices, Sharia-compliant financing structures, and government incentive programs.
Language & Communication Fluency in English and Arabic required. Strong written and verbal communication skills with ability to present complex financial information to diverse stakeholders.
