Investment & Economic Analysis Manager (Investment Division)

JOB PURPOSE

Oversee and drive investment origination, execution and monitoring efforts, including financial modelling, due diligence and analysis activities. Coordinate, track and deliver investment transaction workstreams and related day-to-day activities, including supporting the development of business cases, negotiating commercial terms in contracts and integrating contract requirements within business operations. Support the structuring of funding and financing of capital projects in coordination with business, assess the bankability of capital projects, and coordinate with financial institutions to execute funding plan.

KEY ACCOUNTABILITIES

Investment Origination

• Continuously scan the external environment to identify opportunities for both greenfield and brownfield investments, in line with the established Investment strategy.

• Develop and maintain a network of external stakeholders, in order to timely signal potential investment opportunities for ADNOC.

• Contribute to the preparation of business cases to support investment appraisals and decision making, including the strategic rationale, value proposition for ADNOC, and the structuring and execution considerations.

• Coordinate with business and other teams (Legal, Financial Planning, Tax, etc.) for developing business cases and completing the deal requirements.

• Define the scope of operations covered in the business case, and identify the implications on existing ADNOC operations and value chain.

• Support the preparation, review and challenging of relevant documents prior to Investment Committee submissions, in order to facilitate effective investment decision making.

• Identify and keep track of industry developments and trends, in order to identify potential Merger & Acquisition opportunities in an early stage.

Investment Execution

• Support VP in developing a transaction execution plan, capturing all required internal and external milestones and deliverables.

• Lead financial modelling and valuation analyses efforts, to support the execution-stage of Merger & Acquisition deals.

• Lead key investment transaction-related workstreams by managing investment projects on a day-to-day basis and leading sell/buy due diligence activities, in line with industry best practice and ADNOC’s own internal standards.

• Oversee the transaction execution by coordinating day-to-day work amongst (Sr.) Analysts, tracking deliverables, and coordinating with internal and external partners, according to the established transaction execution plan.

• Pro-actively identify and manage transaction execution and implementation risks.

• Support VP in closing deals by coordinating deal requirements on a day-to-day basis, negotiating transaction terms, and integrating post-transaction requirements within the business operations.

• Oversee the development of transaction-related documentation, such as marketing documents (e.g. information memorandum), legal documentation as well as service tenders for hiring of external advisors.

• Ensure proper communication and alignment among ADNOC stakeholders.

• Support VP in developing and executing the post-transaction plans for the integration of the new partners into the ADNOC organisation and operations.

• Track and maintain compliance with the investment governance framework and processes.

• Develop and maintain a network with banks, financial institutions, consultants, current and potential partners and industry experts, for securing advice on different deal elements.

Investment Monitoring

• Develop and track a set of KPIs, to monitor deal performance in line with the established deal objectives.

• Oversee the collection and analyses of deal data, in order to measure the deals’ performance against the value-creation plan.

• Ensure post deal legal and commercial obligations are tracked and timely fulfilled, in accordance with the executed transaction documents,

Portfolio Management and Analyses

• Perform portfolio valuation and related reporting activities for the ADNOC investment portfolio, to determine and create insight into investments’ performance.

• Research, monitor and report on economic, financial, political and other market trends, and make appropriate recommendations to manager to optimise the investment portfolio, in order to enable informed decision making.

• Support capital modelling and capital allocation efforts, in order to guide capital allocation (methods) across the different investment programmes and projects.

Structuring of Financing

• Support VP in assessing funding requirements for capital projects, In coordination with the businesses, and develop an adequate funding plan by identifying available sources of capital.

• Review and provide analyses of financial health of potential partners in capital projects.

• Develop models to analyse the debt capacity of capital projects, the risks associated to contemplated financing structure, and the overall value to ADNOC.

• Prepare a timeline for execution of funding plan as well as transaction documents, in coordination with business lines, Group Company Finance teams and banks.

• Review capital project key legal documents, and provide insight to businesses in relation to the execution of the funding plan (JV agreement if any, shareholder agreement if any, etc.).

• Review credit documentation related to the implementation of the funding plan (e.g. term-sheets, credit agreement, etc.).

QUALIFICATIONS, EXPERIENCE, KNOWLEDGE & SKILLS

Minimum Qualification

• Bachelor’s degree in Finance

Minimum Experience & Knowledge & Skills

• 15 years of relevant experience in investment planning or execution within a financial services organisation; preferably in a PE firm, fund, investment bank or a large corporation.

• Substantial experience in the oil and gas industry

Professional Certifications

• CFA / MBA / CA