Investment Specialist

Posted on February 7, 2024


The Investment Specialist’s main role is to participate in the delivery of the Investment Readiness Program to the SMEs of the Water and Energy for Food Grand Challenge (WE4F) program in the MENA and particularly in Iraq.

The position requires a fair level of knowledge in financial and investment management. It also requires the ability to work consistently while meeting urgent deadlines.  The Investment Specialist   will be part of the Investment Team and will collaborate closely with other functions such as Grant Management, Technical Assistance, Communication and Knowledge Management, Partnerships and Enabling Environment, and Monitoring & Evaluation. The Investment Specialist will also be involved in the overall management of the program(s) on need basis.

This position requires analytical skills, financial management skills, a professional and positive attitude, organization, and dependability. This is a challenging role, but, at the same time, makes available endless opportunities and learnings.



Your key responsibilities and accountabilities will include:

  • Lead on the support provided to WE4F innovators in the MENA region, particularly in Iraq, including on determining company valuation and investment strategy, developing financial models, investment teaser/memorandum and pitch deck, and selecting the right investment sources.
  • Assist in the selection and review of investors/financiers and in the negotiation of the term sheet and company valuation to protect the interests of WE4F innovators.
  • Track the Key Strategic Initiatives (KSIs) and Key Performance Indicators (KPIs) set in the WE4F Innovators scale-up plans, as well as the disbursement of grants, and funds usage.
  • Support in the development of work plans, Gantt charts, systems, tools, and processes related to Investment Readiness, Financial Brokering, and Investment Facilitation, and in the tracking of tasks progress v/s plan.
  • Prepare the presentations, modules, and workshops, amongst other activities related to Investment Readiness, Financial Brokering, and Investment Facilitation.
  • Conduct the review and analysis of all documentation submitted by innovators (financial, legal, business plans…) and facilitate investment to the WE4F innovators in the region.
  • Draft high-quality minutes of all meetings held with innovators, investors, and other financiers.
  • Document and keep track of all identified local and regional funding sources and partnerships.
  • The document identified funding solutions (including guarantee instruments, crowdfunding, debt financing, grants with milestones, equity financing, and reimbursable grants) and reviewed related documentation where necessary.
  • Administer and organize all relevant documentation and MOUs.
  • Support in other areas of the program, as deemed necessary by Management, including the launch of new Calls for Innovation, and in the innovation selection process.


Required Knowledge, Skills, and Abilities

  • Education: Bachelor’s degree in finance, Economics, Business, or a related field. A Master’s degree or CFA designation or Level 1 completion is a plus.
  • Experience: At least 5 to 8 years of experience in the fields of financial analysis, financial modeling, and investment Experience in Investment banking, financial consultancy, or Corporate Banking would be an added advantage. Preference will be given to candidates with experience in the Iraqi Investment/Lending landscape.
  • Language: Fluent in Arabic and English, French is a plus


Knowledge and Skills:

  • The ability to prepare financial and investment documentation in Arabic is a plus.
  • Should possess business planning skills including financial modeling and budgeting.
  • Should have a proven ability to achieve and surpass targets.
  • Strong written and verbal communication skills, with the ability to articulate complex investment concepts clearly and concisely in both Arabic and English.
  • Excellent organizational and project management skills
  • Ability to prioritize work, meet deadlines, and produce quality results on time with attention to detail.
  • Ability to work in a fast-paced environment with tight deadlines, effectively managing multiple priorities.
  • Ability to effectively communicate financial information to non-financial managers.
  • Strong problem-solving skills, with the ability to identify and analyze investment risks, opportunities, and challenges.

Additional Skills:

  • Strong analytical and quantitative skills, with a solid understanding of financial statements, financial modeling, and valuation techniques.
  • Proficiency in financial analysis tools and software, such as Excel, and other investment research platforms.
  • Excellent research abilities with the capability to gather and interpret data from various sources.
  • Detail-oriented with a high level of accuracy in financial analysis and reporting.
  • Knowledge of regulatory and compliance requirements related to investments is desirable.
  • Strong ethical standards and commitment to maintaining confidentiality.


Interested applicants meeting all the above requirements are to submit their applications below.

Only shortlisted candidates will be contacted.

About Berytech

Berytech is an ecosystem for entrepreneurs, providing a dynamic environment for the creation and development of startups and SMEs, fostering innovation, technology and entrepreneurship in Lebanon.