Summary
Work History
Education
Overview
Skills
Certification
Languages
Timeline
Generic
Abdulaziz AlRajhi

Abdulaziz AlRajhi

Riyadh

Summary

Experienced investment professional and CFA Level II candidate with hands-on experience in investment analysis, valuation, and fund-level support at a leading asset manager managing over SAR 100 billion in AUM. Experienced in evaluating investments across multiple asset classes, building financial models, and supporting investment and portfolio decisions.

Work History

Institutional Wealth Management Analyst

SAB Invest
06.2026 - Current

Investment Analyst Intern - Alternative Investments

Jadwa Investment
Riyadh
01.2025 - 01.2026
  • Conducted investment analysis and valuation for large-scale opportunities across real estate, infrastructure, and corporate investments, supporting capital allocation decisions.
  • Built and reviewed financial and valuation models (DCF, IRR, MOIC, leverage scenarios) to assess expected returns and downside risks.
  • Performed scenario and sensitivity analyses to evaluate the impact of key assumptions on investment performance.
  • Supported the preparation of investment committee materials, including valuation outputs, return summaries, and key assumptions.
  • Assisted in fund and portfolio performance monitoring, analyzing cash flows, return metrics, and KPIs.
  • Participated in financial and commercial due diligence, reviewing business plans, assumptions, and market benchmarks.
  • Contributed to investment analysis within a firm managing over SAR 100 billion in AUM, including exposure to portfolios totaling approximately SAR 38 billion.

Education

Bachelor's degree - Finance

Prince Sultan University
01.2025

Overview

1
1
year of professional experience
4
4

Certifications

Skills

  • Financial Modeling
  • Valuation
  • Financial Statement Analysis
  • Corporate Finance
  • Fund Performance Evaluation
  • Investment Portfolio Management
  • Microsoft Excel
  • PowerPoint
  • Word
  • Bloomberg Terminal
  • Analytical Thinking
  • Problem Solving
  • Market Research
  • Due Diligence
  • Cross-Functional Collaboration
  • Teamwork

Certification

  • CFA Level II Candidate, Passed CFA Level I
  • CME 1, 2024
  • FMVA, 2024
  • IELTS, 2021

Languages

Arabic
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)

Timeline

Institutional Wealth Management Analyst

SAB Invest
06.2026 - Current

Investment Analyst Intern - Alternative Investments

Jadwa Investment
01.2025 - 01.2026

Bachelor's degree - Finance

Prince Sultan University
Abdulaziz AlRajhi