34 Investment Strategies jobs in Bahrain

• Assist senior analysts in conducting financial research and analysis.
• Develop and maintain financial models for forecasting and valuation.
• Gather and analyze financial data from various sources.
• Prepare summaries and presentations of financial information.
• Support the preparation of financial reports and investment recommendations.
• Participate in team meetings and contribute to discussions on market trends.
• Learn and apply financial analysis techniques and tools.
• Assist with data validation and quality control for financial datasets.
• Undertake assigned projects and tasks to support the department's objectives.
• Develop an understanding of regulatory requirements in the financial services industry.

• Recent graduate with a Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
• Strong academic record with a minimum GPA of 3.5.
• Excellent analytical and quantitative skills.
• Proficiency in Microsoft Excel and other MS Office applications.
• Demonstrated interest in financial markets and investment analysis.
• Strong written and verbal communication skills.
• Eagerness to learn and a proactive attitude.
• Ability to work effectively in a team environment.
• Good organizational and time management skills.

• Exposure to core financial analysis processes, including budgeting, forecasting, and variance analysis.
• Participation in the evaluation of investment opportunities and market research.
• Development of proficiency in financial modeling using Excel and specialized software.
• Assistance in preparing financial reports, presentations, and performance analyses.
• Opportunity to learn from seasoned financial analysts and mentors.
• Gain insights into corporate finance, capital markets, and risk management.
• Contribution to departmental projects and initiatives.
• Comprehensive training on financial principles and industry best practices.

• Recent graduate with a Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field.
• A strong academic record with a minimum GPA of 3.5 (or equivalent).
• Excellent analytical, problem-solving, and quantitative skills.
• Proficiency in Microsoft Excel is mandatory; experience with financial software (e.g., Bloomberg, FactSet) is a plus.
• Strong communication and interpersonal skills.
• High level of attention to detail and accuracy.
• A proactive attitude and a strong desire to learn and grow within the financial sector.
• Must be legally eligible to work in Bahrain.

• Assist in preparing financial statements and reports.
• Conduct financial analysis, including variance analysis and trend analysis.
• Support budgeting and forecasting processes.
• Gather and analyze financial data from various sources.
• Perform market research and economic analysis.
• Assist in developing financial models.
• Reconcile financial discrepancies.
• Learn and apply accounting principles and practices.
• Support the finance team with ad-hoc analysis and projects.
• Maintain financial records and documentation.

• Recent graduate with a Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Strong academic record with a focus on quantitative subjects.
• Proficiency in Microsoft Excel is essential; advanced Excel skills are a plus.
• Solid understanding of financial principles and accounting concepts.
• Excellent analytical and problem-solving abilities.
• Detail-oriented with a high degree of accuracy.
• Good written and verbal communication skills.
• Ability to work independently and collaboratively in a team.
• Enthusiasm for learning and developing in the finance sector.
• Familiarity with financial software or ERP systems is beneficial.

Operation

Division

Finance

Location

Closing Date

27-Mar-2025

Zain is the pioneer of mobile telecommunications in the Middle East. We began life in 1983 in Kuwait as the region’s first mobile operator, and since the initiation of our expansion strategy in 2003, we have expanded rapidly. Read more here: Zain Overview

The role of the Financial Planning and Analysis Expert is to independently manage the financial planning and business performance analysis within Zain Bahrain. Reporting directly to the Budgeting and Business Performance Manager, the role combines elements of financial planning, budgeting, and performance analysis to drive strategic decision-making and ensure the company is moving toward achieving its goals. The role requires an expert who has experience within the telecom field.

1. Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a relevant field. CMA & FMVA preferred.
2. Experience: 8-10+ years of experience in financial planning, business performance analysis, financial analysis, or a similar role in Telecom.
3. Skills:
   • Strong analytical skills with the ability to interpret complex financial data, identify trends, and generate actionable insights.
   • Proficiency in financial modeling, forecasting, and variance analysis.
   • Excellent knowledge of key financial concepts, performance metrics, and reporting methodologies.
   • Advanced proficiency in data analysis tools (e.g., Excel, SQL) and experience with business intelligence and visualization tools (e.g., Tableau, Power BI).
   • Strong communication skills, with the ability to effectively present complex information to diverse audiences.
   • Detail-oriented with excellent organizational and time management skills.
   • Ability to work independently, prioritize tasks, and meet deadlines.

1. Collaborate with cross-functional teams to gather relevant financial and operational data for analysis.
2. Monitor and analyze key performance indicators (KPIs) related to revenue, cost of goods sold (COGS), profitability, and other financial metrics.
3. Conduct in-depth analysis to identify trends, patterns, and drivers of business performance, and provide actionable insights and recommendations.
4. Prepare and deliver regular performance reports, highlighting key findings and presenting them to senior management and stakeholders.
5. Develop financial models and forecasts to evaluate business initiatives and assess their impact on financial performance.
6. Identify areas for process improvement and optimization to enhance the efficiency and effectiveness of business performance analysis and reporting.
7. Stay updated with industry trends, best practices, and emerging tools and technologies in business performance analysis and reporting.
8. Manage and monitor the annual budget and quarterly reforecasts.
9. Enhance budgeting and forecasting techniques to maintain high standards of quality and accuracy.
10. Design and review monthly financial performance reporting packages, including budget, forecasts, actuals of the income statement, balance sheet, and cash flows, ensuring alignment with overall targets and operational plans.
11. Review Business Case Studies to support better decision-making aligned with the budget and strategic plan.
12. Perform any related tasks as required or assigned.

If you meet the criteria and you are enthusiastic about the role, we would welcome your application. To complete the application you would need the following document(s):

• Conduct comprehensive financial analysis of publicly traded companies, industries, and macroeconomic trends to identify investment opportunities.
• Develop and maintain financial models, valuation analyses, and investment theses for potential investments.
• Monitor and analyze existing portfolio performance, identifying areas for rebalancing and strategic adjustment.
• Prepare detailed investment research reports, presentations, and recommendations for portfolio managers and investment committees.
• Assess investment risks, including market risk, credit risk, and operational risk, and develop mitigation strategies.
• Utilize various data sources and financial databases (e.g., Bloomberg, Refinitiv Eikon) for research and analysis.
• Contribute to the development and refinement of investment strategies and asset allocation frameworks.
• Stay abreast of market developments, regulatory changes, and economic events that could impact investment portfolios.
• Collaborate with other analysts and portfolio managers to share insights and best practices.
• Ensure compliance with all relevant financial regulations and internal policies.
• Mentor junior analysts and provide guidance on research methodologies and analytical techniques.
• Present findings and recommendations clearly and effectively to stakeholders at all levels.

• Bachelor's degree in Finance, Economics, or a related quantitative field. Master's degree or MBA preferred.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial services role.
• Proven track record of conducting thorough financial due diligence and producing high-quality investment research.
• Strong proficiency in financial modeling, valuation techniques (e.g., DCF, comparable company analysis), and statistical analysis.
• In-depth knowledge of financial markets, various asset classes (equities, fixed income, alternatives), and investment instruments.
• Experience with financial data platforms such as Bloomberg Terminal, Refinitiv Eikon, or FactSet.
• Excellent analytical, critical thinking, and problem-solving skills.
• Strong written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Professional designations such as CFA (Chartered Financial Analyst) or progress towards one is highly desirable.
• Ability to work independently and as part of a collaborative team in a demanding environment.
• High level of integrity and attention to detail.

Foreground is partnering with a prominent Venture Capital and Private Equity firm headquartered in Bahrain, with a diversified portfolio spanning technology, fintech, and energy. Renowned for identifying high-growth ventures and unlocking value through active ownership, the firm continues to shape the future of strategic investments across the region.

As part of its growth and governance priorities, the firm is seeking a Head of Portfolio Management to lead the portfolio function, providing strategic direction, operational oversight, and performance management across a group of high-impact subsidiaries and affiliates. The role reports directly to the Chief Operating Officer and will serve as a critical link between executive leadership and portfolio companies.

Strategic Portfolio Leadership

• Lead the end-to-end portfolio management function, overseeing the performance, governance, and value creation plans across all subsidiaries and affiliates.
• Serve as the executive focal point between portfolio companies and the COOs office, ensuring alignment with the firms strategic and financial objectives.
• Develop and implement a structured performance monitoring framework across the portfolio, with actionable KPIs and risk-adjusted growth metrics.

Executive Relationship Management

• Build strong, trust-based relationships with CEOs and senior leadership teams of portfolio companies.
• Act as a senior representative of the firm in all board-level discussions, executive committees, and high-stakes strategic reviews.
• Provide mentorship, strategic insight, and executive coaching to portfolio leadership teams when needed.

Operational and Financial Oversight

• Review and challenge business plans, annual budgets, and investment cases, ensuring commercial viability and strategic alignment.
• Conduct deep-dive performance reviews on a monthly and quarterly basis, recommending corrective actions and driving accountability.
• Lead scenario planning, cost optimization initiatives, and turnaround strategies where required.

Corporate Governance and Compliance

• Drive governance excellence by setting governance protocols, leading board meetings, and ensuring full compliance with shareholder requirements.
• Oversee the preparation of board packs, committee reports, and executive summaries for internal and external stakeholders.

Strategic Growth & Business Development

• Collaborate with portfolio companies on M&A strategies, new market entries, JV structuring, and product launches.
• Represent the firm in strategic forums, investment committees, and external stakeholder meetings.
• Actively contribute to the firms own development initiatives, supporting transaction teams during new investments and exits.

COO Office Support

• Operate as the strategic right-hand to the COO on all matters related to portfolio performance, risk, and value realization.
• Prepare high-level analysis, dashboards, and recommendations for board-level decision-making.

• Bachelors degree in Business Administration, Finance, or a related field; MBA or equivalent postgraduate qualification is preferred.
• Minimum 10+ years of experience in portfolio management, investment oversight, or strategic operations within private equity, holding companies, or diversified groups.
• Demonstrated track record in strategy, performance improvement, or corporate governance.
• Proven track record of leading complex, multi-entity portfolios and delivering measurable performance improvements.
• Strong command of corporate governance, strategic finance, and operational best practices.
• Outstanding stakeholder management, executive presence, and communication skills.
• Fluent in English; Arabic is a plus.