Associate Investments

• Job Title:
  
  

Associate, Investments

Reports to:

SVP/VP position within the Investment Management Unit

Directorate:

Finance & Investments

• Job Location:
  
  

Abu Dhabi

• JOB PURPOSE:
  
  

Perform supporting activities during the investment origination, execution and monitoring stages, including assisting in preparing, reviewing and validating financial models and business cases, conducting analyses, gathering data, and supporting activities related to drafting investment stream documentation, detailed placement memorandums and service tenders.

• KEY ACCOUNTABILITIES:
  
  

Job Specific Accountabilities

Investment Origination

• Perform sector, market, and investment partner-level research as requested, to support the team during the deal screening stage.
• Collect and analyse public data, accessing both internal and external databases and information channels.
• Perform financial analysis and valuations on deals under consideration, focusing on model integrity, multivariate sensitivity analysis, key assumptions review and validation.
• Develop and maintain business and financial models and draft supporting documentation for capital projects/deals.
• Support finance teams from Group Companies in the development of investment business cases, and assist in the explanation and presentation thereof towards internal stakeholders.
• Contribute to researching and analysing main deal/project execution risks, as well as the reasonability of operational and financial objectives.
• Create, synthesise and deliver insightful market, strategy and acquisition analyses to the team.
• Support in liaising with key internal stakeholders, including Legal, Compliance, Finance, Marketing & Sales, amongst others, for developing business cases and completing the deal requirements.
  
  

Investment Execution

• Conduct modelling and analysis activities, in support of the execution-stage deals.
• Provide wide range support during corporate transactions, including , financial modelling, due diligence, and other value creation work streams.
• Support the Sr. Analyst in drafting investment stream documentation, detailed placement memorandums, and all service tender efforts.
• Liaise with internal/external stakeholders related to operational matters during deal execution (e.g. gathering information).
• Support in the preparation of relevant marketing materials.
  
  

Investment Monitoring

• Collect deal level performance data, to measure the deals’ performance against the value creation plan.
  
  

Capital Projects Review

• Provide support upon request by reviewing and challenging capital project submissions, including financial model review, assumptions review, integrity check of the valuation methodology, and its compliance with ADNOC group guidelines.
• Challenge and provide support to the overall business case definition upon request.
• Understand and be able to advise on the matters related to the group stage gate process.
• Engage with respective Directorate’s business and planning focal points, to improve the quality of the submissions.
  
  

Generic Accountabilities

Supervision

• Plan, supervise and coordinate all activities in the assigned area to meet functional objectives.
• Train and develop the assigned staff on relevant skills to enable them to become proficient on the job and deliver the respective business objectives.
  
  

Budgets

• Provide input for preparation of the Function / Division / Department / Section budgets, assist in the implementation of the approved Budget, and work plans to deliver business objectives.
• Investigate and highlight any significant variances to support effective performance and cost control.
  
  

Policies, Systems, Processes & Procedures

• Implement approved Function / Division / Department / Section policies, processes, systems, standards and procedures in order to support execution of the work programs in line with Company and International standards.
• Comply with all applicable legislation and legal regulations.
  
  

Performance Management

• Contribute to the achievement of the approved Performance Objectives for the Function / Division / Department / Section in line with the Company Performance framework.
  
  

Innovation and Continuous Improvement

• Design and implement new tools and techniques to improve the quality and efficiency of operational processes.
• Identify improvements in internal processes against best practices in pursuit of greater efficiency in line with best industry standards in order to define intelligent solutions for issues confronting the function.
  
  

Health, Safety, Environment (HSE) and Sustainability

• Comply with relevant HSE policies, procedures & controls and applicable legislation and sustainability guidelines in line with international standards, best practices and ADNOC Code of Practices
  
  

Reports

• Provide inputs to prepare MIS and progress reports for Company Management
• COMMUNICATIONS & WORKING RELATIONSHIPS:
• BLD Commercial Development staff
• Group Company Finance staff
• Any other Directorate/Unit as required
  
  

External

• Investment banks and financial institutions
• Local and international vendors, contractors and third-party service providers (e.g. Consultants)
• QUALIFICATIONS, EXPERIENCE, KNOWLEDGE & SKILLS:
  
  

Minimum Qualification

• Bachelor’s degree in Finance / Economics / Mathematics
  
  

Minimum Experience & Knowledge & Skills

3 years of relevant experience in investment planning or execution within a financial services organisation; preferably with a financial investor (PE firm or other fund), investment bank, accounting firm or a large corporation

• Preferred experience in the oil and gas industry
• Professional Certifications - CFA
• TECHNICAL COMPETENCIES:
• As per the approved competency dictionary
• BEHAVIOURAL COMPETENCIES:
• As per the approved competency dictionary
• WORK CONDITION:
  
  

Physical Effort

Work Environment

• Minimal
• Normal office environment