Program Manager (Investment Background)

Role Purpose

Lead the structuring, governance, and execution of strategic investment programs across the portfolio, including new ventures, capital deployment initiatives, M&A integration, and value-creation programs. Bridge investment strategy and program execution, ensuring every dollar deployed delivers measurable financial and strategic returns.

Key Responsibilities

Investment Program Leadership

• Lead the program management of strategic investment initiatives from origination through value realization.
• Translate investment theses into structured programs with clear milestones, value drivers, and governance gates.
• Manage post-investment execution, including 100-day plans, integration roadmaps, and value-capture programs.

Investment Analysis and Capital Allocation

• Build and review financial models, including DCF, LBO, NPV, IRR, and payback analyses.
• Evaluate capital allocation decisions across competing program priorities.
• Conduct portfolio reviews and rebalancing recommendations to leadership.
• Lead due diligence workstreams covering commercial, financial, operational, and strategic dimensions.

Portfolio Governance

• Run Investment Committee preparation, including memos, board papers, and decision frameworks.
• Track portfolio company performance against investment thesis and KPIs.
• Coordinate quarterly business reviews (QBRs) and annual operating plan (AOP) cycles for portfolio entities.
• Monitor exit readiness, value creation plans, and divestment opportunities.

Stakeholder Engagement

• Liaise with founders, CEOs, board members, co-investors, and advisors of portfolio companies.
• Coordinate with Legal, Tax, and Finance on transaction structuring and closing.
• Engage with regulatory bodies including CMA, SAMA, and Ministry of Investment as required.

Risk and Compliance

• Identify investment, market, regulatory, and operational risks at program and portfolio levels.
• Ensure compliance with internal investment policy, governance manual, and Sharia guidelines where applicable.

Qualifications

• Bachelor's degree in Finance, Economics, Business, Engineering, or related field.
• Master's degree (MBA, MSc Finance, or MSc Investment Management) strongly preferred.
• 8 to 12 years of combined experience in investment, private equity, venture capital, corporate development, or investment banking, with at least 3 years in a program or portfolio leadership role.
• Track record of leading transactions valued at SAR 100M+ or equivalent.

Required Certifications

• PMP (Project Management Professional), mandatory or to be obtained within 12 months.
• One of the following, mandatory: CFA (Chartered Financial Analyst, Level II minimum, Charter preferred), or CAIA, or CIIA.
• Preferred: FMVA, CIMA, PgMP, or Saudi CME-1.