| OVERVIEW | |||
| Job Title | Senior Associate – Corporate Finance & Deal Advisory | ||
| Job Code | (To be completed by HR) | Job Grade | (To be completed by HR) |
| 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 | Lahore, Pakistan |
| Role Purpose | Accountable and responsible for all the tasks and assignments delegated under the ambit of the “Corporate Finance & Deal Advisory” practice at Insights. | ||
| KEY ACCOUNTABILITIES & ACTIVITIES | |||
| Key Accountabilities | Key Activities | ||
| 1. Business Development | · Assist the senior management in the preparation of technical & financial proposals.
· Preparation of Engagement Letters. · Quality Improvement of Insights’ business development & marketing material i.e. teasers, flyers, blogs, and articles. |
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| 2. Execution to Achieve Set Targets | · Analyze competitive industry, and financial conditions of peer companies, evaluate business plans & financial statements, and build financial models.
· Undertake Market Study and desktop research tasks. · Participate in business valuations, impairment testing, purchase price allocation, fairness opinions, sale purchase agreements, financial due diligence, feasibility studies, business plans (information memorandum), investor pitch, IPO Advisory, and infrastructure – Real Estate/Construction & PPP projects. |
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| 3. Reporting | · Support in report preparation, proposals, and executive presentations. | ||
| 4. Presentation to clients | · Delivering a final presentation on the deliverables to clients when required. | ||
| 5. Team Management | · Manage and mentor interns in order to achieve set targets and goals.
· Leadership and management of the project team ensuring positive interaction with other teams in the organization. · Responsible for motivating and advising junior staff to improve their performance. |
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| JOB SPECIFICATIONS | |||
| Knowledge / Skills | · Proficiency in Microsoft Office with demonstrated Financial Modeling abilities in Excel.
· 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 the ability to set priorities as per a given situation. · Proactive and self-starter with the ability and desire to improve effectiveness. · Fluent in English and Arabic (a plus). |
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| Education /
Certifications |
· Bachelor’s degree in Accounting and Finance.
· ACCA/CA/CA Finalist preferred. Willing or working towards CFA qualification. |
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| Experience | · Minimum three years’ experience within an advisory firm. (Big 4 preferred)
· Applicant with Transferable Iqama preferred. |
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