Fawaz Almalik
Riyadh
Summary
Seasoned investment executive with a proven track record at SAMBA Capital, managing assets up to $13B and significantly reducing operating expenses. Expert in multi-asset investment and adept at fostering investor relationships, I excel in structuring investment products to meet diverse investor needs, demonstrating exceptional negotiation and interpersonal skills.
Overview
22
22
years of professional experience
Work History
Executive Director of Investment & Partnership Attraction
Confidential
Riyadh
06.2021 - Current
- Developed the investment, partnership, and endowment strategy, policy, and processes
- Led market research to identify new investment opportunities and guided the development of business cases
- Managed assets eligibility for external investments and identified key investor types along the value chain
- Attract and qualify local, Reginal, & International partnership that result of achieving more than 50 qualified potential partners by matchmaking between partners
- Designed investment packages, monitored investor assessments, and aligned investments with budget feasibility
- Negotiated agreements and ensured successful deal closures, overseeing implementation and evaluating investor performance
Director of Investment Management
State Properties General Authority (SPGA)
Riyadh
05.2020 - 06.2021
- Developed investment plans aligned with SPGA strategy and reviewed investment regulations
- Identified high-return opportunities via private sector engagement and structured new investment solutions
- Conducted initial financial assessments and managed the listing process for investment opportunities
Acting Chief Investment & Commercial
Jabal Omar Development Company
Jeddah
01.2020 - 05.2020
- Established Mashorat Capital (JODC subsidiary) under the CMA and assumed CEO responsibilities
- Set investment strategy plans, approved new projects, and monitored ongoing developments
- Structured asset sales into investment products (mutual funds, fixed income, direct sales, JV) and managed M&A and DCM transactions
- Responsible for all JODC subsidiaries
Investment Director
Jabal Omar Development Company
Jeddah
01.2019 - 01.2020
- Established Mashorat Capital (JODC subsidiary) under the CMA and assumed CEO responsibilities
- Set investment strategy plans, approved new projects, and monitored ongoing developments
- Structured asset sales into investment products (mutual funds, fixed income, direct sales, JV) and managed M&A and DCM transactions
Head of Risk & Control
Muscat Capital
Riyadh
07.2018 - 11.2018
- Insure soft & smooth handover of the Asset Management Business
- Responsible for the overall Risk & control of Muscat Capital
Head of Asset Management & Chief Investment Officer
Muscat Capital
Riyadh
11.2014 - 06.2018
- Responsible for top-down asset allocation across various investment categories, managing $1.25B AUM
- Oversaw performance decisions, DPM client relations, and staff management
Head of Fixed Income, Money Market, Alternative & Multi Assets
Alistithmar Capital
Riyadh
09.2012 - 11.2014
- Managed a private equity fund's stress sale, avoiding substantial losses, with $1B AUM
- Established fiduciary oversight for all investment portfolios
Head of Fixed Income, Money Market, Real Estate & DPM
SAMBA Capital & Investment Management Co.
Riyadh
01.2011 - 06.2012
- Managed $8B AUM, responsible for investment decisions, compliance, and staff management
- Developed strategic and tactical asset and market allocation investment strategies
- Served as General Manager of Samba Real Estate Company
Portfolio Manager
SAMBA Capital & Investment Management Co.
Riyadh
01.2007 - 01.2011
- Increased AUM of the Real Estate Fund from $100M to $300M and Fixed Income Fund from $250M to $2.5B
- Launched the Makkah Income Generating Real Estate Fund
- Additional roll as General Manager of Samba Real Estate Company from Jan 2008
- Executing all related real estate transactions
- Handling and solving Ministry of Justice (Notary) and MoC issues
Running Asset Management Operation
SAMBA Financial Group
Riyadh
11.2002 - 12.2006
- Managed mutual fund operations with over $13B AUM and reduced operating expenses by 30%
- Roll over the Mutual Fund System (IMFS) to Branch network
Education
B.S CIS - Computer Information Systems
Clark Atlanta University
Atlanta, GA, USA06.2002
Skills
- Multi-asset investment
- Money markets
- Trade finance
- Real estate
- Growth strategies
- Investor relationships
- Interpersonal skills
- Communication skills
- Time management
- Problem-solving
- Structuring financial products
- Tailoring financial products to investor risk profiles
- Negotiation
It Skills
- Bloomberg
- MS Office
Languages
- Arabic
- English
Awards
- Rank #3 fund performance for Muscat Capital trade finance Fund in 2017.
- Rank #3 fund performance for Muscat Capital trade finance Fund in 2016.
- Rank #3 fund performance for Muscat Capital IPO Fund in 2015.
- Rank #3 fund performance for Alistithmar Capital SAR International trade finance Fund in 2014.
- Rank #2 fund performance for Alistithmar Capital Balance Fund in 2014.
- Rank #4 fund performance for Alistithmar Capital SAR International trade finance Fund in 2013.
- Rank #1 fund performance for Samba Capital Euro International trade finance Fund in 2011.
- Rank #1 fund performance for Samba Capital SAR Money Market Fund in 2011.
- Rank #1 fund performance for Samba Capital USD Money Market Fund in 2011.
- Rank #1 Samba Capital Real Estate Fund Performance in 2010.
- Rank #3 fund performance for Samba Capital SAR International trade finance Fund in 2010.
- Rank #4 fund performance for Samba Capital SAR Money Market Fund in 2010.
- Rank #2 fund performance for Samba Capital SAR Money Market Fund in 2009.
- Rank #1 fund performance for Samba Capital SAR Money Market Fund in 2008.
- Rank #1 fund performance for Samba Capital SAR International trade finance Fund in 2008.
- Rank #1 fund performance for Samba Capital USD International trade finance Fund in 2008.
- Rank #1 fund performance for Samba Capital Euro International trade finance Fund in 2008.
- Rank #1 Samba Capital Real Estate Fund performance in 2007.
- Samba Financial Group Excellence of Service 2005.
- Samba Financial Group Outstanding Performance and commitment of Service Excellence 2Qtr 2005.
- Samba Financial Group Nominee Excellence of Service 2003.
Board And Committees
- Chairman of Board, SFC Real Estate Development Fund 2, Riyadh, Riyadh, Saudi Arabia, 06/01/23, Present
- Board of Director at HP Oryx Tech Fund 1, ANB Capital, Riyadh, Riyadh, Saudi Arabia, 03/01/23, Present
- Asset & Investment Management Committee, Jabal Omar Development Co (JODC), Jeddah, Makkah, Saudi Arabia, 10/01/22, 09/01/23
- Investment Committee, Soudah Development, Riyadh, Riyadh, Saudi Arabia, 04/01/22, 12/01/23
- Bid Examination, State Properties General Authority (SPGA), Riyadh, Riyadh, Saudi Arabia, 01/01/21, 06/01/21
- MoMRA NDP Group housing for individuals, State Properties General Authority (SPGA), Riyadh, Riyadh, Saudi Arabia, 12/01/20, 05/01/21
- Investor pre-Qualification, State Properties General Authority (SPGA), Riyadh, Riyadh, Saudi Arabia, 10/01/20, 05/01/21
- REIT valuation, State Properties General Authority (SPGA), Riyadh, Riyadh, Saudi Arabia, 10/01/20, 06/01/21
- MoS Real Estate Regulation, State Properties General Authority (SPGA), Riyadh, Riyadh, Saudi Arabia, 09/01/20, 04/01/21
- MEWA Real Estate Regulation, State Properties General Authority (SPGA), Riyadh, Riyadh, Saudi Arabia, 06/01/20, 01/01/21
- Board of Director at Al Mashaar REIT, Muscat Capital, Riyadh, Riyadh, Saudi Arabia, 12/01/17, 06/01/18
- Member of Investment Managers’ Committee (IMC), Capital Market Authority, Riyadh, Riyadh, Saudi Arabia, 01/01/17, 06/01/18
- Board of Director at MC Al Qasr Fund, Muscat Capital, Riyadh, Riyadh, Saudi Arabia, 12/01/16, 06/01/18
- Board of Director at MC Tarde Finance Fund, Muscat Capital, Riyadh, Riyadh, Saudi Arabia, 06/01/16, 06/01/18
- Board of Director at MC IPO Fund, Muscat Capital, Riyadh, Riyadh, Saudi Arabia, 06/01/16, 06/01/18
- Board of Director at MC Riyadh Real Estate Fund, Muscat Capital, Riyadh, Riyadh, Saudi Arabia, 06/01/16, 06/01/18
- Chairman of Fiduciary & Investment Committee, Muscat Capital, Riyadh, Riyadh, Saudi Arabia, 01/01/15, 06/01/18
- Member of Fiduciary & Investment Committee, Alistithmar Capital, Riyadh, Riyadh, Saudi Arabia, 11/01/12, 11/01/14
- Member of Asset Management Fixed Income Committee, Alistithmar Capital, Riyadh, Riyadh, Saudi Arabia, 10/01/12, 11/01/14
- Member of Real Estate Advisory Committee, Alistithmar Capital, Riyadh, Riyadh, Saudi Arabia, 09/01/12, 11/01/14
- Member of Private Equity Fund Liquidation Committee, Alistithmar Capital, Riyadh, Riyadh, Saudi Arabia, 08/01/12, 11/01/14
- Member of Asset Management Investment Committee, SAMBA Capital & Investment Management Co., Riyadh, Riyadh, Saudi Arabia, 08/01/11, 06/01/12
- Member of Asset Management Investment Strategy Committee, SAMBA Capital & Investment Management Co., Riyadh, Riyadh, Saudi Arabia, 08/01/11, 06/01/12
- Member of Real Estate Investment Advisory Committee, SAMBA Capital & Investment Management Co., Riyadh, Riyadh, Saudi Arabia, 01/01/09, 06/01/12
- Member of Samba Capital spin-off Samba Financial Group, SAMBA Financial Group, Riyadh, Riyadh, Saudi Arabia, 01/01/06, 12/01/06
- Member of Saudi American Bank Curve-out from Citibank, SAMBA Financial Group, Riyadh, Riyadh, Saudi Arabia, 03/01/04, 06/01/04
- Member of Steering committee Samba e-Care System, SAMBA Financial Group, Riyadh, Riyadh, Saudi Arabia, 01/01/03, 06/01/03
Personal Information
- Place of Birth: VA
- Date of Birth: 01/23/76
- Nationality: Saudi
Timeline
Executive Director of Investment & Partnership Attraction
Confidential
06.2021 - Current
Director of Investment Management
State Properties General Authority (SPGA)
05.2020 - 06.2021
Acting Chief Investment & Commercial
Jabal Omar Development Company
01.2020 - 05.2020
Investment Director
Jabal Omar Development Company
01.2019 - 01.2020
Head of Risk & Control
Muscat Capital
07.2018 - 11.2018
Head of Asset Management & Chief Investment Officer
Muscat Capital
11.2014 - 06.2018
Head of Fixed Income, Money Market, Alternative & Multi Assets
Alistithmar Capital
09.2012 - 11.2014
Head of Fixed Income, Money Market, Real Estate & DPM
SAMBA Capital & Investment Management Co.
01.2011 - 06.2012
Portfolio Manager
SAMBA Capital & Investment Management Co.
01.2007 - 01.2011
Running Asset Management Operation
SAMBA Financial Group
11.2002 - 12.2006
B.S CIS - Computer Information Systems
Clark Atlanta University
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