Job Title
Senior Associate Corporate Finance & Deal Advisory Direct Reporting Relationships Reports to Line Manager Supervises (Job Title): Interns (max 5) 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. Portfolio Monitoring
- Generate detailed monthly reports for each portfolio company, encompassing performance analysis, developments, and challenges.
- Conduct variance analysis to identify key drivers impacting performance.
- Stay abreast of industry/sector developments related to portfolio companies and provide insightful updates.
- Perform performance analysis relative to long-term business plans.
- Prepare comprehensive annual report for the overall portfolio and companies.
- Review governance structures and provide recommendations for improvement.
- Market Research
- Conduct thorough market studies to identify trends, opportunities, and potential risks affecting portfolio companies.
- Analyze market dynamics, competitor behavior, and regulatory changes to inform strategic decision-making.
- Financial Modelling
- Develop and maintain complex financial models to support performance analysis, forecasting, and decision-making processes.
- Provide insights and recommendations based on financial modeling outcomes.
- Client Management
- Build and maintain strong relationships with key stakeholders, including portfolio company executives and internal teams.
- Act as a primary point of contact for client inquiries, ensuring timely and accurate responses.
- Enhanced Reporting
- Conduct ad-hoc financial analysis and reporting as requested by senior management.
- Respond to special projects and data inquiries, providing timely and accurate information for decision-making purposes.
JOB SPECIFICATIONS Knowledge / Skills
- 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).
Education /
Certifications
- Bachelor's degree in Finance, Business, Economics, or a related field. Advanced degree (MBA, CFA) is a plus.
