Investment Senior Associate - One of OIA Entities / مسؤول أول الاستثمار - شركة تابعة لجهاز الاستثمار العُماني

Job Title: Senior Associate – Investment
Business Unit: Investments
Reporting to: Investment Manager
Location: Muscat - Sultante of Oman

Job Purpose:
To lead and execute investment origination, business development, and strategic partnership initiatives, supporting investment opportunities from initial identification and assessment through due diligence, structuring, approval, and execution within a lean and execution-focused investment environment aligned with national priorities.

Roles and Responsibilities:
1. Business Development
• Lead and actively drive business development initiatives, including identifying, originating, and pursuing investment and strategic partnership opportunities locally and internationally. Engage directly with companies, OEMs, technology providers, suppliers, and strategic partners to explore investment, localization, co-development, and partnership opportunities.
• Evaluate and prioritize opportunities based on strategic fit, commercial viability, financial attractiveness, and execution potential, and actively drive their progression from initial engagement through to execution. Build, review, and update financial models, including valuation, return analysis, scenario analysis, and sensitivity analysis, to support robust investment decision making.
• Prepare high-quality investment materials, including investment memoranda, business cases, management and committee papers, and presentations, clearly articulating the investment rationale, key assumptions, financial returns, risks, and recommendations.
2. Transaction Execution & Negotiations
• Lead and support transaction execution workstreams, including deal structuring, valuation and financial analysis, transaction negotiations, and coordination with internal and external stakeholders. Actively participate in negotiations with counterparties and drive opportunities toward successful execution.
• Work closely with legal, financial, technical, and other relevant advisors to review and finalize transaction documentation, ensuring alignment with agreed commercial terms, investment objectives, and approved transaction parameters.
• Maintain momentum across all transaction stages by proactively managing timelines, follow-ups, and stakeholder coordination.
3. Due Diligence
• Lead and coordinate commercial, financial, technical, legal, and operational due diligence activities across investment opportunities, ensuring alignment with internal guidelines and strategic objectives. Critically review analyses, challenge key assumptions, and identify risks, gaps, and value drivers to support robust and well-informed investment decisions.
• Work closely with stakeholders to ensure due diligence findings are clearly articulated, appropriately validated, and effectively incorporated into transaction structuring and decision-making.
• Ensure timely progression of due diligence activities, proactively addressing issues and maintaining momentum across all stages of the evaluation process.
4. Synergies Coordination & Maintenance
• Build and maintain strong relationships with key government entities, shareholders, portfolio companies, strategic partners, and other relevant stakeholders to support investment origination, execution, and value creation.
• Identify and drive potential synergies across investments, portfolio companies, strategic partners, and national initiatives where relevant.
• Maintain alignment with national economic diversification objectives and relevant strategic initiatives, supporting the development and de-risking of investment opportunities.
5. Project Management
• Manage and track investment opportunities and projects against agreed milestones, timelines, budgets, and decision gates, maintaining a centralized view of progress across the investment pipeline.
• Identify critical path activities, dependencies, risks, and potential delays, and proactively coordinate with relevant stakeholders to resolve bottlenecks and maintain execution momentum.
• Organize and lead regular progress reviews, ensuring clear ownership of actions and timely escalation of matters requiring management attention or decision.
• Prepare regular project and opportunity status reports, highlighting progress, key challenges, upcoming milestones, and recommended actions.
• Apply appropriate project management practices to ensure efficient execution and effective coordination across internal teams, external advisors, and counterparties.
6. Portfolio Companies Support
• Support portfolio companies and strategic initiatives, where applicable, in developing and executing strategic and value creation objectives aligned with corporate priorities, shareholder expectations, and relevant national objectives. Provide analytical and execution support to enhance performance and achieve targeted outcomes.
7. Asset Management
• Support value creation initiatives across executed investments, monitor investment performance against approved objectives and business plans, and support the appropriate exercise of shareholder rights and reserved matters.
• Implement appropriate project management of transactional activities to ensure that the execution is within budget and agreed timelines.
• Coordinate with relevant stakeholders to support ongoing monitoring and value creation across investments and strategic initiatives.
8. Investment Governance & Reporting
• Ensure investment opportunities progress through the appropriate governance and approval processes in accordance with applicable policies and delegated authorities.
• Prepare and coordinate investment recommendations, management papers, committee submissions, Board materials, and supporting analysis as required.
• Maintain appropriate documentation and decision records throughout the investment lifecycle.
9. Policies & Procedures
• Comply with the implementation policies and procedures, to ensure that all relevant procedural and legislative requirements are fulfilled.
10. Health, Safety & Quality
• Comply with all relevant health, safety, and quality requirements, in order to guarantee employee safety and legislative compliance.
11. Continuous Improvement
• Contribute to the identification of opportunities for continuous improvement of systems, processes and practices considering ‘leading best practices’, improvement of business processes, cost reduction and productivity improvement.

Communication Channels:
Internal
• Investment Management
• Executive Management
• Finance
• Legal
• Strategy
• Governance, Risk & Compliance
• Portfolio / Asset Management
• Other relevant business functions
External
• Government Authorities
• Shareholders and Portfolio Companies
• Investment Partners
• OEMs and Technology Providers
• Financial Institutions
• Professional Advisors
• Potential Investment Targets and Counterparties

Minimum Qualification and Requirements:
Educational Qualifications: Bachelor's degree in Finance, Economics, Accounting, Business Administration, Engineering, or another relevant discipline.
Professional Qualifications: CFA, CAIA, CMA, CPA, FMVA, FRM, or equivalent professional qualifications are preferred but not mandatory.
Work Experience:

8 to 10 years of relevant experience in investments, private equity, corporate finance, investment banking, transaction advisory, corporate development, or a related field.
Preference will be given to candidates with experience in investment execution, industrial or strategic investments, financial modelling, transaction management, and project management.

Languages:

Fluency in English is essential
Fluency in Arabic is advantageous

Computer skills:

Proficiency in MS Office is essential (especially Excel and PowerPoint)
Experience with business related software is desirable

Competencies Required:
Behavioral Competencies

Discipline & Punctuality
Creative and Innovative Thinking
Teamwork & Cooperation
Planning and Organizing
Communicating and Influencing
Problem Solving
Achievement Drive & Self-Motivation
Analytical Thinking
Decision Making and Judgment

Technical Competencies

Foundational Investment Skills
Asset Management
Market Research
Financial Skills