Investment Advisor – Mergers & Acquisitions

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.