38 Investment Strategy jobs in Bahrain

• 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.

• Lead client engagements to develop and implement strategic initiatives within the financial services sector.
• Provide expert advice on areas such as market entry, digital transformation, operational efficiency, and risk management.
• Conduct in-depth market analysis, competitive intelligence, and financial modeling.
• Develop comprehensive business cases and strategic recommendations for clients.
• Manage project teams, ensuring timely delivery of high-quality results.
• Build and maintain strong, trusted relationships with senior client stakeholders.
• Contribute to business development activities, including proposal writing and client presentations.
• Mentor and develop junior consultants, fostering a culture of excellence.
• Stay abreast of industry trends, regulatory changes, and technological advancements in financial services.

• MBA or Master's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 10 years of experience in management consulting, with a specialization in financial services.
• Proven track record of leading successful strategic consulting projects for financial institutions.
• Deep understanding of financial services operations, market dynamics, and regulatory environments.
• Exceptional analytical, problem-solving, and critical thinking skills.
• Excellent communication, presentation, and client management abilities.
• Demonstrated leadership and team management experience.
• Ability to travel as required for client engagements.

Career Opportunities with Avana Companies

A great place to work.

As a people-first organization, AVANA Companies is the sum of our team members. Our team is the heart of our organization, across all our brands. Given everything they bring to the table, our goal is to enrich their lives as much as we enrich the lives of our clients and partners. At the end of the day, our passion is our people, and our purpose is to deliver Capital for a Better Tomorrow. As a united team, we passionately pursue that purpose – ultimately creating a lasting impression on our own lives and the lives of people around the world. We’re lucky that every day we get to collaborate and work together to accomplish that. It’s one of the many factors that make us a family of companies.

Want to learn more about how you can join our family? View our openings below and be sure to check back often, as our family is constantly growing!

Mission:
The mission of a Credit Analyst, known internally as Portfolio Management Officer, is to monitor assigned loans within the loan portfolio ensuring accurate risk ratings are assigned, identifying early warning signals and recommending appropriate action. Portfolio Management Officers also monitor and administer construction loans in accordance with standards outlined in credit policy. By doing this, they ensure the stability, profitability, and regulatory compliance of the loan portfolio while effectively managing risk and maximizing shareholder value.

Key Results

• Maintain 90% compliance rate for loan reviews
• QC and process construction draw requests within 5 business days of receiving the inspector’s final report
• Ensure 100% of loan extensions are processed, or loan is handed over to Special Assets, prior to loan maturity

Core Competencies

• Analytical Thinking
• Attention to Detail
• Collaborating with Others
• Decision Making
• Problem Solving

Responsibilities

• Conduct periodic credit risk analyses of assigned loans within the loan portfolio, ensuring accurate risk ratings are assigned.
• Engage with clients proactively and independently to gather the information necessary to complete analyses and make informed decisions.
• Draft and present clear credit in written loan reviews that accurately capture the credit risk of each loan including the financial capacity of the borrower, the performance of the property and the current value of collateral.
• Utilize US-based resources to assess risk exposure within the loan portfolio, including probabilities of default and loss given default.
• Monitor the performance of assigned loans within the loan portfolio, identifying early warning signals and recommending appropriate action.
• Conduct industry research and analysis to understand market trends and identify potential risks.
• Monitor and administer construction loans, including tracking budgets, monitoring completion schedules, reviewing third-party reports and ensuring draws are funded timely.
• Ensure compliance with all relevant laws, regulations and internal policies.
• Communicate effectively with internal stakeholders to provide updates on portfolio performance and risk trends.
• Stay informed about changes in regulatory requirements and industry best practices to maintain compliance and mitigate legal and regulatory risks.
• Travel may be required for training purposes.

Requirements

• Minimum 3 years of experience in commercial lending, preferably with a focus in commercial real estate and hospitality
• Bachelor's degree in Finance or Accounting with a strong academic record
• Strong analytical skills with the ability to interpret complex financial data and identify key risk factors
• Ability to work independently with minimal supervision
• Strong attention to detail and ability to identify discrepancies in data
• Proficiency in financial software, data analytics tools, and spreadsheet applications (such as Excel)
• Excellent verbal and written communication skills in English with the ability to articulate findings and recommendations effectively and concisely
• Ability to work in a fast-paced and multi-national environment
• Ability to multi-task, solve problems and think quickly
• Willing to work US hours (i.e. 4:00 pm to 1:00 am Bahrain Time)

Mission:
The mission of a Credit Analyst, known internally as Portfolio Management Officer, is to monitor assigned loans within the loan portfolio ensuring accurate risk ratings are assigned, identifying early warning signals and recommending appropriate action. Portfolio Management Officers also monitor and administer construction loans in accordance with standards outlined in credit policy. By doing this, they ensure the stability, profitability, and regulatory compliance of the loan portfolio while effectively managing risk and maximizing shareholder value.

Key Results

• Maintain 90% compliance rate for loan reviews
• QC and process construction draw requests within 5 business days of receiving the inspector's final report
• Ensure 100% of loan extensions are processed, or loan is handed over to Special Assets, prior to loan maturity

Core Competencies

• Analytical Thinking
• Attention to Detail
• Collaborating with Others
• Decision Making
• Problem Solving

Responsibilities

• Conduct periodic credit risk analyses of assigned loans within the loan portfolio, ensuring accurate risk ratings are assigned.
• Engage with clients proactively and independently to gather the information necessary to complete analyses and make informed decisions.
• Draft and present clear credit in written loan reviews that accurately capture the credit risk of each loan including the financial capacity of the borrower, the performance of the property and the current value of collateral.
• Utilize US based resources to assess risk exposure within the loan portfolio, including probabilities of default and loss given default.
• Monitor the performance of assigned loans within the loan portfolio, identifying early warning signals and recommending appropriate action.
• Conduct industry research and analysis to understand market trends and identify potential risks.
• Monitor and administer construction loans, including tracking budgets, monitoring completion schedules, reviewing third-party reports and ensuring draws are funded timely.
• Ensure compliance with all relevant laws, regulations and internal policies.
• Communicate effectively with internal stakeholders to provide updates on portfolio performance and risk trends.
• Stay informed about changes in regulatory requirements and industry best practices to maintain compliance and mitigate legal and regulatory risks.
• Travel may be required for training purposes.

Requirements

• Minimum 3 years of experience in commercial lending, preferably with a focus in commercial real estate and hospitality
• Bachelor's degree Finance or Accounting with strong academic record
• Strong analytical skills with the ability to interpret complex financial data and identify key risk factors
• Ability to work independently with minimal supervision
• Strong attention to detail and ability to identify discrepancies in data
• Proficiency in financial software, data analytics tools, and spreadsheet applications (such as Excel)
• Excellent verbal and written communication skills in English with the ability to articulate findings and recommendations effectively and concisely
• Ability to work in a fast-paced and multi-national environment
• Ability to multi-task, solve problems and think quickly
• Willing to work US hours (i.e. 4:00 pm to 1:00 am Bahrain Time)

Company Industry:

• Banking
• Broking

Department / Functional Area:

• Finance
• Treasury

Career Opportunities with Avana Companies

A great place to work.

As a people-first organization, AVANA Companies is the sum of our team members. Our team is the heart of our organization, across all our brands. Given everything they bring to the table, our goal is to enrich their lives as much as we enrich the lives of our clients and partners. At the end of the day, our passion is our people, and our purpose is to deliver Capital for a Better Tomorrow. As a united team, we passionately pursue that purpose – ultimately creating a lasting impression on our own lives and the lives of people around the world. We’re lucky that every day we get to collaborate and work together to accomplish that. It’s one of the many factors that make us afamily of companies .

Want to learn more about how you can join our family? View our openings below and be sure to check back often, as our family is constantly growing!

Mission:
The mission of a Credit Analyst, known internally as Portfolio Management Officer, is to monitor assigned loans within the loan portfolio ensuring accurate risk ratings are assigned, identifying early warning signals and recommending appropriate action. Portfolio Management Officers also monitor and administer construction loans in accordance with standards outlined in credit policy. By doing this, they ensure the stability, profitability, and regulatory compliance of the loan portfolio while effectively managing risk and maximizing shareholder value.

Key Results

• Maintain 90% compliance rate for loan reviews
• QC and process construction draw requests within 5 business days of receiving the inspector’s final report
• Ensure 100% of loan extensions are processed, or loan is handed over to Special Assets, prior to loan maturity

Core Competencies

• Analytical Thinking
• Attention to Detail
• Collaborating with Others
• Decision Making
• Problem Solving

Responsibilities

• Conduct periodic credit risk analyses of assigned loans within the loan portfolio, ensuring accurate risk ratings are assigned.
• Engage with clients proactively and independently to gather the information necessary to complete analyses and make informed decisions.
• Draft and present clear credit in written loan reviews that accurately capture the credit risk of each loan including the financial capacity of the borrower, the performance of the property and the current value of collateral.
• Utilize US based resources to assess risk exposure within the loan portfolio, including probabilities of default and loss given default.
• Monitor the performance of assigned loans within the loan portfolio, identifying early warning signals and recommending appropriate action.
• Conduct industry research and analysis to understand market trends and identify potential risks.
• Monitor and administer construction loans, including tracking budgets, monitoring completion schedules, reviewing third-party reports and ensuring draws are funded timely.
• Ensure compliance with all relevant laws, regulations and internal policies.
• Communicate effectively with internal stakeholders to provide updates on portfolio performance and risk trends.
• Stay informed about changes in regulatory requirements and industry best practices to maintain compliance and mitigate legal and regulatory risks.
• Travel may be required for training purposes.

Requirements

• Minimum 3 years of experience in commercial lending, preferably with a focus in commercial real estate and hospitality
• Bachelor's degree Finance or Accounting with strong academic record
• Strong analytical skills with the ability to interpret complex financial data and identify key risk factors
• Ability to work independently with minimal supervision
• Strong attention to detail and ability to identify discrepancies in data
• Proficiency in financial software, data analytics tools, and spreadsheet applications (such as Excel)
• Excellent verbal and written communication skills in English with the ability to articulate findings and recommendations effectively and concisely
• Ability to work in a fast-paced and multi-national environment
• Ability to multi-task, solve problems and think quickly
• Willing to work US hours (i.e. 4:00 pm to 1:00 am Bahrain Time)
• Job : Full Time
• Type : Usually Work From Office, Friday is working and weekly off is on Saturday & Sunday's.
• Holiday: Not Bahrain holidays, it will be mostly US or based on business requirements
• Work Permit: Candidate should have required work permit for Bahrain.

• Analyze and evaluate the performance of renewable energy assets.
• Conduct market research and identify trends in the energy sector.
• Develop financial models for renewable energy projects.
• Assess the economic and technical feasibility of new investments.
• Manage power purchase agreements (PPAs) and other contracts.
• Monitor regulatory changes and their impact on the energy market.
• Develop long-term energy demand and supply forecasts.
• Collaborate with business development and engineering teams on project execution.
• Prepare reports and presentations on market analysis and portfolio performance.
• Contribute to the development of the company's renewable energy strategy.

• Master's degree in Energy Economics, Finance, Engineering, or a related field.
• Minimum of 6 years of experience in energy market analysis, renewable energy project evaluation, or portfolio management.
• Strong understanding of renewable energy technologies and markets.
• Proficiency in financial modeling and valuation techniques.
• Experience with energy trading and risk management is a plus.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong written and verbal communication skills.
• Ability to work independently and as part of a team.
• Familiarity with power sector regulations and policies.
• Knowledge of carbon markets and sustainability initiatives.