Investment Advisor – Mergers & Acquisitions

Plum Jobs; Dubai; On-site; AED 300,000 - 400,000; Full time

Job summary

A consulting firm in Dubai is seeking a commercially astute Investment Advisor specializing in mergers & acquisitions. This role involves managing client relationships, conducting financial analysis, and preparing investor materials. The ideal candidate will have at least 5 years in consulting or investment banking, advanced financial modelling skills, and the ability to clearly communicate complex concepts. Fluency in English is mandatory.

Qualifications

• Minimum 5 years’ experience in consulting, corporate finance, or investment banking.
• Strong understanding of valuation methodologies and M&A processes.
• Proficient in preparing investor materials and delivering presentations.

Responsibilities

• Manage client relationships from initial meeting to deal closing.
• Lead all stages of M&A and valuation projects.
• Prepare investor materials and manage virtual data rooms.

Skills

Consulting experience

Financial analysis

Valuation expertise

Client management

Communication skills

Education

Bachelor’s degree in Finance

CFA

ACA

Tools

Excel

Job description

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, specialising 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, synthesising 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.