Summary
Overview
Work history
Education
Skills
Certification
Languages
Timeline
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Alwaleed Bin Jubayr

Riyadh,Saudi Arabia

Summary

Driven professional with keen interest in investment management. Demonstrates strong analytical skills and excellent communication abilities. Poised to enhance portfolio performance and contribute to strategic financial growth.

Overview

4
4
years of professional experience
3
3
years of post-secondary education
1
1
Certification

Work history

Alternative Investment Assistant Manager

Tharawat Tuwaiq Capital
Riyadh
06.2025 - Current
  • Assist in managing relationships with investors: prepare investor presentations, update on performance, and facilitate periodic calls.
  • Organize Investment Committee presentations: market overview, strategy, risk analysis, execution plans, and performance review.
  • Ensure adherence to applicable regulatory frameworks.
  • Conduct thorough due diligence on alternative investment opportunities (private equity, private debt, and real assets)
  • Build and maintain complex financial models for M&A and direct investments, incorporating scenario analysis, sensitivity testing, and multi-case projections.
  • Perform valuation analysis using standard methodologies: DCF, LBO, comparable companies, and precedent transactions to assess investment viability.
  • Support all phases of deal execution—from sourcing, structuring, and term sheet preparation through to negotiation and closing logistics.
  • Oversee the performance monitoring of both alternative and public equity holdings—tracking KPIs, financial health, and sector-specific milestones.


Senior Investment Analyst

Almojel for Trading & Contracting Company
Riyadh
08.2022 - 05.2025
  • Created and maintained complex financial models to evaluate potential investment opportunities.
  • Conducted in-depth analysis of historical and projected financial statements.
  • Conducted comprehensive valuation analyses using various methodologies such as discounted cash flows DCF and comparable company analysis CCA.
  • Performed thorough due diligence on target companies, assessing industry trends, competitive landscapes, and risk factors.
  • Provided insights and recommendations based on comprehensive market research.
  • Actively participated in the identification and sourcing of potential investment opportunities.
  • Cultivated relationships with industry professionals, intermediaries, and business owners.
  • Prepared detailed investment memos outlining investment theses, risks, and potential returns.
  • Presented findings and recommendations to the investment committee.
  • Monitored and assess the performance of existing portfolio companies.
  • Reviewed and analyzed board packs, ensuring accuracy, completeness, and alignment with investment strategies.

Auditor

Rashed Al-Ghamdi Chartered Accountants & Auditors
Riyadh
06.2021 - 07.2022
  • Examining companies' accounts and financial control systems.
  • Gauging levels of financial risk within organizations.
  • Checking that financial reports and records are accurate and reliable.
  • Preparing reports, commentaries and financial statements.
  • Ensuring procedures, policies and regulations are correctly followed and compiled with.
  • Preparing and filing Zakat, Income, Vat, and Withholding tax returns.

Education

Bachelor of Arts, BA Hons - Banking & Finance

Asia Pacific University for Technology &Innovation
Kuala Lumpur, Malaysia
01.2018 - 05.2021

Skills

  • Teamwork Spirit
  • Financial Modeling & Valuation
  • Financial Reporting
  • Financial Analysis

Certification

  • Passed CFA Level 1 Exam - CFA Institute
  • Investment Foundation Program - CFA Institute
  • The International Certificate in Wealth & Investment Management (CME-4) - CISI & CMA
  • Financial Modeling & Valuation Analyst (FMVA) - Corporate Finance Institute (CFI)
  • Financial & Valuation Modeling - Wall Street Prep (WSP)
  • The International Certified Corporate Governance Officer (ICCGO)- The Association of Governance, Risk & Compliance
  • Bloomberg Market Concepts (BMC)- Bloomberg
  • Certified Accounting Technician (CAT) - SOCPA

Languages

Arabic
Native
English
Fluent

Timeline

Alternative Investment Assistant Manager

Tharawat Tuwaiq Capital
06.2025 - Current

Senior Investment Analyst

Almojel for Trading & Contracting Company
08.2022 - 05.2025

Auditor

Rashed Al-Ghamdi Chartered Accountants & Auditors
06.2021 - 07.2022

Bachelor of Arts, BA Hons - Banking & Finance

Asia Pacific University for Technology &Innovation
01.2018 - 05.2021

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Alwaleed Bin Jubayr