| OVERVIEW | |||
| Job Title | VP – Corporate Finance & Deal Advisory | ||
| Direct Reporting Relationships | Reports to Line Manager | Supervises (Job Title): Relevant CF&DA team | |
| Department | Corporate Finance & Deal Advisory | Section | n/a |
| Unit | n/a | Location | Riyadh, KSA |
| Role Purpose | Accountable and responsible for all the tasks and assignments delegated under the ambit of “Corporate Finance & Deal Advisory” practice at Insights. | ||
| KEY ACCOUNTABILITIES & ACTIVITIES | |||
| Key Accountabilities | Key Activities | ||
| 1. Deal Advisory | · Lead deal advisory mandates spanning M&A, capital raising, and private equity transactions both on the buy & sell-side, overseeing the entire process from initial pitch to successful closing.
· Proactively identify and pursue new deal opportunities through networking, market analysis, and targeted outreach efforts. · Build and maintain a robust deal pipeline, leveraging industry relationships and market insights to source high-quality transactions aligned with client objectives. |
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| 2. Client Relationship Management | · Cultivate and nurture strong, long-lasting relationships with clients, serving as a trusted advisor and strategic partner in their business endeavors.
· Act as a primary point of contact for client inquiries, addressing concerns promptly and effectively to uphold the firm’s reputation for excellence and client satisfaction |
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| 3. Strategic Analysis & Reporting | · Develop confidential information memoranda, teaser, pitch deck and other marketing materials for the transaction.
· Conduct in-depth financial analysis to evaluate potential investment opportunities, mergers, acquisitions, and divestitures. |
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| 4. Financial Modelling | · Review and maintain complex financial models to support performance analysis, forecasting, and decision-making processes.
· Provide insights and recommendations based on financial modeling outcomes. |
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| 5. Transaction Structuring & Negotiation | · Collaborate with legal advisors to develop optimal deal structures and negotiate favorable terms and conditions on behalf of clients.
· Analyze and evaluate alternative transaction structures, considering tax implications, regulatory requirements, and risk mitigation strategies to maximize value and minimize potential liabilities. |
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| 6. Market Intelligence & Strategic Insights | · Stay abreast of industry trends, market dynamics, and competitor activities through ongoing research and analysis.
· Provide strategic insights and recommendations derived from comprehensive market research to guide client strategies and initiatives effectively. |
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| 7. Leadership & Mentorship | · Provide guidance, mentorship, and leadership to junior team members, fostering a culture of excellence, continuous learning, and professional development.
· Act as a subject matter expert, offering insights and thought leadership within the organization and broader industry forums.
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| JOB SPECIFICATIONS | |||
| Experience / Skills | · At least 10 years of relevant experience (leading deal advisory projects) including in an Investment Bank, Brokerage House, Transaction Advisory Firm, Investment Fund or Investment team of a Corporate
· Proficiency in Microsoft Office Suite with demonstrated Financial Modeling abilities in Excel is a must. · Excellent written and verbal communication skills, solid research and analytical skills and ability to work well both autonomously and in a team. · Expert level experience in multitasking with ability to set priorities as per given situation. · Fluent in English, and Arabic (is a plus). |
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| Education /
Certifications |
· Bachelor’s degree in Finance, Business, Economics, or a related field. Advanced degree (MBA, CFA, ACCA) is a plus. | ||