Principal - Corporate Finance Advisory

2 weeks ago


Manama, Bahrain PROCORP Management Full time

**Principal - Corporate Finance Advisory**

Our client is looking for an experienced Corporate Finance Advisor to join their team. It is a boutique advisory and consulting firm which offers its clients transaction advisory, financial consultancy, business development, placement and capital raising advisory services primarily in the healthcare, education, real estate and technology sectors.

**Responsibilities**:

- Determine client’s expenses, income, insurance coverage, financial objectives, tax status, risk tolerance to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance require changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Manage and regularly update clients’ portfolios.
- Building and maintaining your client base.

**Requirements**:

- 3-6 Years of prior work experience in an investment banking, consulting firm or Big 4 in an advisory role.
- Preferably CFA or Master’s degree/Bachelor’s Degree with specialization in either of Business Administration, Finance, Economics or Accountancy
- Strong financial modeling skills
- Understands transaction cycle and the process and is execution oriented
- Self-directed, highly motivated, and able to work independently
- Strong written and verbal communication skills
- Impeccable communication details with the ability to effectively interact with senior professionals, clients, and key stakeholders in other line of business



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