Plum Jobs -
UAE , Dubai
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Plum Jobs

Job Details

Our client is a boutique
UAE-based transaction advisory and management consulting firm
, advising on
strategic, financial, and operational matters across complex transactions and
business transformations.


We are hiring a
commercially astute Investment Advisor for our consulting firm client,
specializing in mergers & acquisitions, valuations, and business sales.


The role covers the full
engagement lifecycle from initial client enquiry through investor outreach to
deal completion or delivery of valuation projects.


Candidates must have a
strong consulting background, exceptional financial analysis and valuation
expertise, and the ability to manage client relationships while successfully
driving transactions.


Role Summary


  • Manage client
    relationships from first meeting to closing the deal or completing valuation
    projects.
  • Lead and coordinate all
    stages of M&A and valuation projects - conduct valuations, financial
    modelling, and in-depth market and industry analysis.
  • Prepare investor
    materials - pitch decks, information memoranda, and executive summaries.
  • Set up and manage
    virtual data rooms for investor due diligence.
  • Research, identify, and
    approach potential investors or acquirers.
  • Coordinate all stages of
    the M&A process with legal, tax, and advisory partners.
  • Maintain accurate
    project records and status reports, and deliver clear, concise presentations
    and reports for management and clients.

Mandatory Skills
& Experience


  • Minimum 5 years’
    experience in consulting, corporate finance, or investment banking with direct
    exposure to M&A and end-to-end transaction or valuation project management.
  • Strong understanding of
    valuation methodologies, M&A processes and transaction structures, with
    advanced financial modelling skills and expert-level Excel proficiency.
  • Proven ability to
    prepare investor materials, manage data rooms, and deliver professional
    presentations and reports.
  • Excellent client-facing
    and relationship management skills, with the ability to communicate complex
    concepts clearly.
  • Exceptional research and
    analytical abilities, synthesizing market data into actionable insights.

Education


  • Bachelor’s degree in
    Finance, Economics, Business, or related field; CFA, ACA

Candidate Profile


  • Currently living in the
    UAE.
  • Fluency in English is
    mandatory – professional appearance with excellent interpersonal and
    communication skills.
  • Results driven,
    tenacious and client driven.

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About Plum Jobs
UAE, Dubai