portfolio manager

Sauk Valley Bank

<div><h1 class="jobSectionHeader">SUMMARY</h1>
The position of Treasury Management Portfolio Manager manages and pursues treasury management fee income, deposit growth and product penetration across an assigned portfolio of existing clients. Additionally, the Treasury Management Portfolio Manager will work small business referrals to qualify, advance, propose and sell implement Treasury Management services.
In addition the Treasury Management Portfolio Manager assures compliance with all SVB policies and procedures, as well as, all applicable state and federal banking regulations.
ESSENTIAL DUTIES
Manage and actively cross-sell into an existing portfolio of Treasury Management clients to drive treasury income, deposit growth and product penetration.
Proactively schedule sales calls with assigned customers as well as attend sales calls scheduled by other line of business partners.
Schedule, prepare, attend and manage follow-up from Treasury Management customer reviews, with a focus on upselling new Treasury Management services and identifying new depository opportunities.
Prepare treasury management and commercial depositor pricing/profitability models, proposal, presentations and payment cycle reviews.
Identify opportunities for merchant services and receivables opportunities within existing client base and make qualified referrals to Business Service Officer
Serve as the main point of contact on small business referrals
Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Meet regularly with line of business partners to discuss referral business opportunities and market trends
Coordinate and/or provide assistance for RFP&rsquo;s, business proposal and negotiation with internal stakeholders.
Coordinate and conduct product demonstrations for prospects and customers.
Gather data, processing instructions, documentation and other information required to facilitate new customer Treasury Management implementations.
Monitor the status of active implementations to ensure setups are completed on time and accurately in accordance with client expectations.
Maintain a high level of communication with customers and internal partners during the sales and implementation process.
Clearly and accurately communicate complex solutions to customers; suggest products and services that increase efficiency and/or reduce risk of fraud.
Interact with internal and external customers while providing extraordinary service.
Remain current with all Treasury Management products and services as well as regulatory requirements and understand the impact to the Treasury Management function.
Complete job assignments in a professional, timely and efficient manner; organize and prioritize work; utilize appropriate technology and service tools for tracking of internal and external requests.
Develop and maintain trusted, positive relationships with other Team Members, customers, and vendors.
Represent Sauk Valley Bank and the Treasury Management team in a highly professional manner.
Maintain confidentiality; adhere to Sauk Valley Bank policies and procedures; comply with laws, regulations and industry best practices.
Reliable and predictable attendance.
SECONDARY DUTIES
The position of Treasury Management Portfolio Manager performs duties specific to the position and other functions as assigned.
SUPERVISORY RESPONSIBILITY
The position of Treasury Management Portfolio Manager is not responsible for the supervision of any employee(s).
<h1 class="jobSectionHeader">ENVIRONMENT AND PHYSICAL ACTIVITY</h1>
The environment for this position is an open office that is mostly clean and comfortable. It may include some minor annoyances such as noise, odors, drafts, etc. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will.
The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 30 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MINIMUM REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
<ul><li>Bachelor&rsquo;s degree with emphasis on Finance or Business or equivalent banking and sales experience.</li>
<li>3+ years of treasury management experience and/or payment technology sales required.</li>
<li>Strong organizational and communication skills</li>
<li>Proficiency in Microsoft Office Suite
</li><li>Strong oral and written communication skills</li>
<li>Treasury Management disciplines and related solution sets</li>
<li>Electronic business banking platforms and other financial services</li>
<li>Multi-task and work independently</li>
<li>Results oriented with excellent execution and closing capabilities</li>
<li>Solve problems independently while applying logic and discretion</li>
<li>Ability to manage multiple priorities in a fast-paced environment</li>
<li>Customer-focused mindset with attention to detail</li>
<li>Knowledge of banking regulations and compliance standards preferred</li>
<li>Effective organizational and time management skills.</li>
<li>Ability to work with general supervision while performing duties.</li>
<li>Current driver&rsquo;s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.</li>
</ul>
The incumbent must be able to perform this position safely, without endangering the health or safety to him/herself or others.
Sauk Valley Bank is an Equal Opportunity Employer. SVB is committed to the provision of equal opportunity employment for all qualified persons in all job classifications in recruitment, selection and promotion without regard to race, color, religion, gender, gender identity, sexual orientation, parental status, national origin, age, disability, military status, veteran status or any other protected status. Submission of this information is voluntary and is not considered in employment decisions. This information will be kept separate from the employment files and is considered confidential.
Sauk Valley Bank offers medical, short term disability, long term disability, life, vision, dental and 401K benefits to all full time positions. PTO will vary depending on the level of the position. This position is not eligible for incentive.
Management reserves the right to change this position description at any time according to business needs.
Salary Range: $60,000.00 - $80,000.00 annually depending on experience
September 24, 2025</div>

Treasury Management Portfolio Manager

Sangoma

<div>Portfolio Manager &ndash; Unified Communications
Empowering Businesses with Essential Communications
Sangoma is a global leader in Unified Communications, Contact Center, Connectivity, and Managed Services solutions. We help organizations connect people, processes, and technology through cloud, hybrid, and on-premise communications platforms.
We are seeking a Portfolio Manager to drive planning, prioritization, governance, and execution across Sangoma's Unified Communications portfolio, including UCaaS, CCaaS, SIP Trunking, Managed Connectivity, and related communication solutions.
Your Role:
<ul><li>Assess new feature requests, changes, and initiatives for business value, scope, effort, risk, dependencies, and delivery impact.</li><li>
Support portfolio intake, triage, prioritization, and governance processes across multiple streams of work.</li><li>
Partner with business, product, and technology leaders to support planning, sequencing, and trade-off decisions.</li><li>
Coordinate across teams to manage cross-functional dependencies, blockers, and readiness for delivery.</li><li>
Provide coaching and guidance to delivery teams and Scrum Masters to strengthen planning, execution discipline, and team effectiveness.
</li><li>Develop, document, and continuously improve delivery operating models, governance routines, standards, and ways of working to create consistency across the delivery organization.</li><li>
Build and maintain dashboards and reporting for roadmap health, milestones, dependencies, RAID items, capacity, and delivery progress.</li><li>
Facilitate governance forums and ensure decisions, actions, and follow-ups are clearly documented and tracked.</li><li>
Support planning and execution of programs and cross-team initiatives from initiation through delivery.</li><li>
Promote practical use of workflow tools and delivery management practices, including Jira, Confluence, Kanban boards, and related reporting structures.</li></ul> 
Requirements 
<ul><li>
3+ years of experience in Portfolio Management, Program Management, PMO Leadership, Product Operations, Agile Operations, or a related strategic planning function.</li></ul><ul><li>
Proven experience managing complex portfolios, programs, or cross-functional initiatives in SaaS, cloud communications, telecommunications, or technology environments.</li><li>
Strong experience with portfolio governance, roadmap planning, prioritization frameworks, capacity planning, and investment decision-making.</li><li>
Demonstrated ability to assess new work requests, evaluate trade-offs, and support executive-level prioritization decisions.</li><li>
Experience building executive dashboards and reporting for portfolio health, delivery progress, milestones, risks, dependencies, and resource utilization.</li><li>
Strong knowledge of Agile methodologies, including Scrum, Kanban, and hybrid delivery models.</li><li>
Hands-on experience with Jira, Confluence, portfolio reporting, and workflow management tools.</li><li>
Excellent stakeholder management skills with the ability to influence senior leaders and drive alignment across business and technical teams.</li><li>
Strong business and financial acumen, including ROI analysis, budgeting considerations, and strategic planning.</li></ul>
Preferred Qualifications<ul><li><ul><li>
Experience in Unified Communications, UCaaS, CCaaS, VoIP, SIP Trunking, Contact Center, telecommunications, or cloud communications industries.</li><li>
Experience supporting product organizations with recurring revenue and SaaS business models.</li><li>
SAFe, Lean Portfolio Management (LPM), Certified ScrumMaster (CSM), Professional Scrum Master (PSM), or similar certifications.</li><li>
Experience supporting global product and engineering organizations.</li></ul></li></ul> 

Benefits 
What We Offer:<ul><li>
Extensive Benefit Options (Health, Vision, Dental, Long &amp; Short term Disability) effective after a short waiting period</li><li>
Matching 401K program - 100% match on 4%.</li><li>
Employee Stock Purchase Plan after one year of service.</li><li>
Flexible Time Off &amp; Company Holidays</li><li>
Entrepreneurial work environment partnered with high growth career opportunities</li></ul> 
Are you ready to make a direct impact on the company and be rewarded for your performance? Are you ready to take on a new challenge?
 Must be authorized to work in the United States on a full-time basis for any employer. No agencies or third-party resumes, please.
 Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.</div>

Portfolio Manager - Unified Communications

Huntington Bank

<div><h1 class="jobSectionHeader">Description
</h1>Summary:
Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III&quot;s.
 
 
Duties &amp; Responsibilities:
<ul><li>Manages medium/large and complex portfolios based on client and corporate investment objectives.
</li><li>Works closely with the customer to monitor investment performance and recommend a strategy.
</li><li>Responsible for ongoing customer service and joint sales calls with business development staff.
</li><li>Must keep current on related market trends.
</li><li>May have supervisory responsibility.
</li>Performs other duties as assigned. 
<li>
</li></ul> 
Basic Qualifications:
<ul><li>Bachelors Degree
</li>5 or more years of Investments/Analyst experience 
<li>
</li></ul> 
Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer. 
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</div>

Wealth & Investment Portfolio Manager III

ACCA Careers

<div>
 Direct Assist - Chartered Certified Accountants is a reputable firm with offices in London and Islamabad. Our team consists of qualified professionals experienced in various aspects of accounting and bookkeeping.
 
 
 Our firm is known for providing a supportive and friendly work environment, offering challenging roles that allow for personal and professional growth. With a expanding client base, we present an exciting opportunity for individuals seeking dynamic roles within our Islamabad office.
 
 
 
 Your Responsibilities
 
 
 
 <ul>
 <li>
 Take full ownership of a defined portfolio of UK-based clients spanning hospitality, property, manufacturing, and professional services.
 </li>
 <li>
 Review, prepare and quality-check accounts, VAT returns, corporation tax, and self-assessment work produced by you and your team.
 </li>
 <li>
 Proactively identify opportunities to expand client relationships through upselling and cross-selling across Direct Assist Accountants full service offering
 </li>
 <li>
 Anticipate compliance risks before they escalate, and come prepared with solutions &mdash; not just problems
 </li>
 <li>
 Drive accountability within the accounts team, holding colleagues to the deadlines and quality standards your portfolio demands
 </li>
 <li>
 Provide the Director of Operations with a weekly update on portfolio performance and pipeline activity
 </li>
 <li>
 Play an active role in building the systems, processes, and standards that will underpin the firm's next stage of growth
 </li>
 <li>
 This role requires regular direct liaison with both HMRC and clients, making strong spoken English and confident, professional telephone manner essential.
 
 
 </li>
 </ul>
 
 What We Are Looking For
 
 
 
 <ul>
 <li>
 Between four and six years of UK accountancy experience, gained either in the UK or within a Pakistan-based firm servicing UK clients
 </li>
 <li>
 Solid, hands-on knowledge of UK accounts preparation, VAT, corporation tax, and self-assessment
 </li>
 <li>
 Strong communicator in English &mdash; written and spoken &mdash; to a standard that inspires client confidence
 </li>
 <li>
 Proven experience managing or reviewing the work of junior or semi-senior team members
 </li>
 <li>
 ACCA qualified or at finalist stage preferred; exceptional experience without full qualification will be considered.
 </li>
 <li>
 Familiarity with QuickBooks Online and IRIS is a distinct advantage.
 </li>
 </ul>
</div>

Senior Accountant / Portfolio Manager

aramco

<div>
 
 
 This position requires full relocation to Saudi Arabia. It is a permanent full time Expat Relocation Package. Professional English skills are required.
 
 
 
 
 
 
 
 Job Overview
 
 
 
 
 
 
 We are seeking a Lead Portfolio Manager to join the Portfolio Management Department (PMD).
 
 
 
 
 
 The Portfolio Management Dept (PMD) serves as a centralized ownership and capital stewardship function for Saudi Aramco&rsquo;s diversification investments and joint ventures.
 
 
 
 
 
 Your primary role will be acts as the designated shareholder representative across assigned portfolio companies and is responsible for post-investment value realization, governance oversight, capital efficiency improvement, and performance accountability.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 
 
 As a successful candidate you will be required to perform the following:
 
 
 &bull; Continuously assess portfolio company performance against original investment thesis.
 
 
 &bull; Identify thesis erosion risks and recommend strategic realignment where necessary.
 
 
 &bull; Provide structured shareholder-level perspective on long-term strategic positioning.
 
 
 &bull; Develop and implement structured Value Creation Plans (VCPs) following investment close.
 
 
 &bull; Establish measurable financial and operational targets (EBITDA growth, ROACE improvement, cash generation, working capital efficiency).
 
 
 &bull; Monitor implementation rigor and quantify value capture.
 
 
 &bull; Lead periodic value realization reviews.
 
 
 &bull; Review reinvestment proposals and capital allocation decisions at portfolio company level.
 
 
 &bull; Evaluate liquidity, leverage, covenant compliance, and refinancing risk.
 
 
 &bull; Assess capital efficiency relative to Weighted Average Cost of Capital (WACC) and shareholder return expectations.
 
 
 &bull; Recommend capital structure optimization initiatives.
 
 
 &bull; Assess governance effectiveness, including Board and sub-committee structure.
 
 
 &bull; Support Aramco-nominated Directors with analytical pre-briefs and recommendations in advance of meetings.
 
 
 &bull; Ensure reporting transparency and alignment with Aramco governance standards.
 
 
 &bull; Promote disciplined decision-making at Board level.
 
 
 &bull; Implement standardized KPI dashboards across assigned portfolio companies.
 
 
 &bull; Monitor variance against approved budgets and long-range plans.
 
 
 &bull; Identify emerging operational or financial risks.
 
 
 &bull; Recommend structured corrective actions and escalate material risks to the CIO where appropriate.
 
 
 &bull; Monitor industry trends, competitive positioning, and macroeconomic developments.
 
 
 &bull; Translate market developments into shareholder-level implications.
 
 
 &bull; Identify growth, consolidation, or restructuring opportunities within the portfolio.
 
 
 
 
 
 
 Minimum Requirements
 
 
 
 
 
 
 As a successful candidate, you will hold a:
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Business, Management, Engineering, or related discipline from an accredited university. An Advanced degree is preferred.
 </li>
 <li>
 Minimum 10 years of experience in Private Equity, Sovereign Wealth Funds, Direct Industrial Investments, Consultants with experience of designing and implementing value creation plans and turnaround plans, and Investment Banking (restructuring / industrial sector coverage)
 </li>
 <li>
 Experience in the Middle East or in emerging markets more broadly is a plus.
 </li>
 <li>
 Be able to fully relocate to Saudi Arabia as an expat.
 </li>
 </ul>
 
 
 
 
 
 Working Environment
 
 
 
 
 
 
 Our high-performing employees are drawn by the challenging and rewarding professional, technical and industrial opportunities we offer, and are remunerated accordingly.
 
 
 
 
 
 At Aramco, our people work on truly world-scale projects, supported by investment in capital and technology that is second to none. And because, as a global energy company, we are faced with addressing some of the world&rsquo;s biggest technical, logistical and environmental challenges, we invest heavily in talent development.
 
 
 
 
 
 We have a proud history of educating and training our workforce over many decades. Employees at all levels are encouraged to improve their sector-specific knowledge and competencies through our workforce development programs &ndash; one of the largest in the world.
 
 
 
 
 
 
 Aramco energizes the world economy.
 
 
 
 
 
 
 Aramco occupies a special position in the global energy industry. We are one of the world&rsquo;s largest producers of hydrocarbon energy and chemicals, with among the lowest Upstream carbon intensities of any major producer.
 
 
 
 
 
 With our significant investment in technology and infrastructure, we strive to maximize the value of the energy we produce for the world along with a commitment to enhance Aramco&rsquo;s value to society.
 
 
 
 
 
 Headquartered in the Kingdom of Saudi Arabia, and with offices around the world, we combine market discipline with a generations&rsquo; spanning view of the future, born of our nine decades experience as responsible stewards of the Kingdom&rsquo;s vast hydrocarbon resources. This responsibility has driven us to deliver significant societal and economic benefits to not just the Kingdom, but also to a vast number of communities, economies, and countries that rely on the vital and reliable energy that we supply.
 
 
 
 
 
 We are one of the most profitable companies in the world, as well as amongst the top five global companies by market capitalization.
 
</div>

Lead Portfolio Manager - Relocate to Saudi Arabia, Permanent Expat Relocation Package

Valvoline Global Operations

<div>
 
 Why Valvoline Global Operations?
 
 
 
 At
 
 Valvoline Global Operations
 
 , we&rsquo;re proud to be
 
 The Original Motor Oil
 
 , but we&rsquo;ve never rested on being first. Founded in 1866, we introduced the world&rsquo;s first branded motor oil, staking our claim as a pioneer in the automotive and industrial solutions industry. Today, as an affiliate of
 
 Aramco
 
 , one of the world&rsquo;s largest integrated energy and chemicals companies, we are driven by innovation and committed to creating sustainable solutions for a better future.
 
 
 With a global presence, we develop
 
 future-ready products
 
 and provide
 
 best-in-class services
 
 for our partners around the world. For us, originality isn&rsquo;t just about where we began; it&rsquo;s about where we&rsquo;re headed and how we&rsquo;ll lead the way.
 
 We are originality in motion.
 
 
 
 Our Corporate Values&mdash;Care, Integrity, Passion, Unity, And Excellence&mdash;are At The Heart Of Everything We Do. These Values Define How We Operate, How We Treat One Another, And How We Engage With Our Partners, Customers, And The Communities We Serve. At Valvoline Global, We Are United In Our Commitment To
 
 
 <ul>
 <li>
 Treating everyone with care.
 </li>
 <li>
 Acting with unwavering integrity.
 </li>
 <li>
 Striving for excellence in all endeavors.
 </li>
 <li>
 Delivering on our commitments with passion.
 </li>
 <li>
 Collaborating as one unified team.
 
 
 </li>
 </ul>
 When you join
 
 Valvoline Global
 
 , you&rsquo;ll become part of a culture that celebrates creativity, innovation, and excellence. Together, we&rsquo;re shaping the future of automotive and industrial solutions.
 
 
 
 Job Purpose
 
 
 
 Role is responsible for Valvoline Global Operations product portfolio in Middle East Africa including Saudi Arabia. The Portfolio Manager has four main pillars of responsibility: 1. Product/Portfolio Costing, 2. Product Profitability Review &amp; Improvement, 3. Supply Chain Optimization and SMOG Inventory Management and 4. Product Lifecycle Data Management
 
 
 Role has ownership and analysis of all product costing along with key drivers of that costing. Continually seeks ways to optimize margin within the entire portfolio through either supply chain optimizations, procurement savings opportunities, and consolidation of the portfolio through product life-cycle management. Additionally, responsible for tracking changes month-to-month within the portfolio to identify outliers and develop course correction plans. Keeps all business units apprised of costing of products.
 
 
 
 How You Make An Impact (Job Accountabilities)
 
 
 
 <ul>
 <li>
 Product / Portfolio Costing: serve as the single point of contact for all business units relative to current costing of all portfolio items, cost changes based on supplier inputs, and cost implications of various supply chain shifts. Actively communicate changes to all teams and understand impacts of absorption on the portfolio via the LE process.
 </li>
 <li>
 High impact bid costing owner: as applicable, drive the high impact bid costing process for the region, ensuring all cross-functional inputs are considered and the documentation is completed on time and to standard. This enables sales to effectively bid on new business opportunities which have a material impact on overall Valvoline supply chain capabilities and profitability.
 </li>
 <li>
 Innovation network analysis: aid in costing of new materials coupled with the development of the most effective supply chain to deliver fill rate while keeping inventory and COGS low.
 </li>
 <li>
 Profit Improvement Opportunities: Actively and continually seek ways to optimize margin within the entire portfolio through supply chain optimizations, procurement savings opportunities, and consolidation of the portfolio through product life-cycle management.
 </li>
 <li>
 SKU Rationalization &amp; Product Lifecycle Management: Own, monitor, and recommend product life cycle for the Light Duty portfolio. This encompasses an annual SKU rationalization of the portfolio followed by Obsolete tracking and process completion. Additionally, determining which SKUs should be cured and provide a strategic path, leveraging data, to move the item into a healthy position. Works closely with
 </li>
 <li>
 Review and Manage SMOG inventory in coordination with Supply Chain, providing direction on excess inventory solutions and ensure execution by the organization
 </li>
 <li>
 Review, update, maintain and manage SAP data related to the Portfolio. Be the point of contact regarding all topics related to product hierarchy in our controls. Ensure that all data related to the Portfolio is accurately updated in a timely manner.
 
 
 </li>
 </ul>
 The Portfolio Manager will conduct regular meetings with senior leaders to align on recommendations and enhancements to drive increases in profitability across the portfolio. Additionally, the portfolio manager will be the subject matter expert on portfolio supply chain within Product Strategy &amp; Management.
 
 
 
 What You Bring to the Role (Job Qualifications / Education / Skills / Requirements / Capabilities)
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s Degree; Master of Business Administration (preferred)
 </li>
 <li>
 5-7 years of experience
 
 
 </li>
 </ul>
 
 Competencies Desired
 
 
 
 <ul>
 <li>
 Strong analytical thinking and business mindset. Possesses the ability to turn insights into action
 </li>
 <li>
 Ability to pull, assess, and conceptualize key data in a manner that makes it digestible for leadership
 </li>
 <li>
 An inquisitive thirst to learn more and seek the truth
 </li>
 <li>
 Team oriented, with strong communication abilities and willingness to share ideas for diverse input and perspective
 </li>
 <li>
 Passion for continually improving recommendations and optimizations to extract value from products and supply chains
 
 
 </li>
 </ul>
 
 Working Conditions / Physical Requirements / Travel Requirements
 
 
 
 <ul>
 <li>
 This role will be on-site in our Jeddah, Saudi Arabia office
 </li>
 <li>
 Up to 20% travel in the region
 
 
 </li>
 </ul>
 Valvoline Global is an
 
 equal opportunity employer
 
 . We are dedicated to fostering an environment where every individual feels valued, respected, and empowered to contribute their unique perspectives and skills. We strictly prohibit discrimination and harassment of any kind, regardless of race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity, or any other legally protected characteristic.
 
 
 We are committed to ensuring accessibility throughout our recruitment process. If you require a reasonable accommodation to participate in any stage of the recruitment or selection process, please contact us at:.
 
 
 <ul>
 <li>
 Email: Valvolineglobalcareers@valvolineglobal.com
 
 
 </li>
 </ul>
 This contact information is solely for accommodation requests. For inquiries about application status, please use the appropriate channels listed in your application materials.
 
 
 
 Are You Ready to Make an Impact?
 
 
 
 At Valvoline Global, we&rsquo;re looking for passionate and talented individuals to join our journey of innovation and excellence.
 
 Are you ready to shape the future with us? Apply today.
 
 
 
 Requisition ID: 2033
</div>

Product Specialist - Middle East Africa, Kingdom of Saudi Arabia

Public Investment Fund (PIF)

<div>
 
 PIF is seeking a candidate to join International Investments team to provide insights on PIF&rsquo;s direct investments in the assigned regions/geographies, lead streamlined investment transaction process and effective portfolio management and monitoring of investment performance, and ensure the development of industry expertise and market knowledge in Tactical Investments across sectors including, but not limited to, Automotive, Mobility, Technology, Software, Augmented Reality, Robotics, and related industries.
 
 
 
 
 
 
 Specialized Accountabilities
 
 
 <ul>
 <li>
 Contribute to the identification, evaluation, selection, and management of International Direct Investments (includes, among others, equity investments with an influential ownership in listed or private companies) and ensure alignment with the overall investment policy at PIF.
 </li>
 <li>
 Contribute to co-underwriting opportunities alongside leading general partners and sponsors in Tactical Investments.
 </li>
 <li>
 Prepare the transaction process including managing team members in the construction of financial models and multi-criteria valuation approaches, managing advisors, negotiating terms, and closing documentation for International Direct Investments.
 </li>
 <li>
 Prepare investment memos, recommendations on new deals, internal update reports, and required updates to PIF Board and related Committees and/or other entities.
 </li>
 <li>
 Engage in portfolio management process with a mindset of ownership e.g., review major strategic matters, business plans, board nominations, etc.
 </li>
 <li>
 Contribute to operational improvements and strategic initiatives at portfolio companies, collaborating with management teams to deliver growth, enhance efficiency, and drive value creation.
 </li>
 <li>
 Manage multiple concurrent projects and transaction workstreams, demonstrating strong multitasking.
 </li>
 <li>
 Analyze International Direct Investments portfolio performance and recommend corrective actions and ensure remaining up to date with market developments and trends
 </li>
 <li>
 Contribute to the process of exiting investments at appropriate times, including raising recommendations for approval and managing the exit process.
 </li>
 <li>
 Collaborate with institutional investors, investment banks and financial advisors
 </li>
 <li>
 Develop and maintain a network of industry experts/firms including identification and onboarding and ensure the maintenance and utilization of respective relations.
 </li>
 <li>
 Proactively monitor the developments shaping the investment landscape and markets, via desktop research and leveraging internal tools / databases and external networks (e.g. investment banks, general partners, venture capitalists, institutional investors, etc.)
 </li>
 <li>
 Prepare presentations and updates on International Direct Investments proposals and performance to PIF Committees and Executive Management.
 </li>
 <li>
 Contribute to the development and training to junior team members e.g., provide mentorship and coaching.
 </li>
 </ul>
 
 
 
 
 
 Common Accountabilities
 
 
 <ul>
 <li>
 Implement operational excellence improvement initiatives and propose improvements on systems, processes, and practices considering PIF established policies and procedures and international leading practices.
 </li>
 <li>
 Support the development of policies, systems, processes, procedures, and controls as requested or propose relevant enhancements as needed, ensuring alignment and adherence to any relevant compliance, risk, audit, cybersecurity, and regulatory requirements.
 </li>
 </ul>
 
 
 
 
 
 Qualifications / Years of Experience
 
 
 <ul>
 <li>
 Minimum: Bachelor&rsquo;s in Business Administration, Finance, Economics, Engineering, or any other relevant discipline
 </li>
 <li>
 4+ years deal and project management experience in investment banking, private equity, strategy/management consulting, or corporate development/M&amp;A.
 </li>
 <li>
 Any relevant certification such as Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Certified International Investment Analyst (CIIA), Chartered Alternative Investment Analyst (CAIA), etc.
 </li>
 </ul>
 
 
 
 
 
 Personal Competencies
 
 
 <ul>
 <li>
 Good communication skills (written and oral) with the ability to convince the stakeholders.
 </li>
 <li>
 Ability to establish credibility with stakeholders.
 </li>
 <li>
 Ability to adapt to rapidly changing business needs.
 </li>
 <li>
 Strong organizational/project management skills, the ability to manage and achieve multiple deadlines.
 </li>
 <li>
 Ability to motivate, guide, and inspire others to achieve common goals and vision.
 </li>
 </ul>
</div>

Tactical Investment Professional

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