Portfolio Analyst

Purpose of the role

Cover the operating entities, providing board-level financial oversight, automated performance analytics, and management accountability tracking. This role is the Investment Division’s analytical interface with entity management teams.

Key responsibilities

• Analyse monthly management accounts from all entities: revenue, margin, working capital, and cash flow trends.
• Produce automated DuPont decomposition for all entities quarterly (using AI Lab tools), comparing against prior periods and peer benchmarks.
• Monitor working capital cycle (receivable days, payable days, inventory days) and flag deterioration requiring management intervention.
• Track covenant compliance across all entities with bank facilities: compute DSCR, leverage ratios, and headroom, flagging facilities approaching breach.
• Prepare quarterly scorecard for ExCom: entity-level performance summary with traffic-light indicators and trend arrows.
• Analyse budget vs actual variances and investigate material deviations, coordinating with entity management for explanations.
• Support projects: DuPont deep dives (as done for NMS, GMC, BRC), shareholder analysis (as done for MVPI), and strategic reviews.
• Maintain the knowledge base: all management accounts, board packs, audit reports, and correspondence ingested into the Document Intelligence Engine.

Qualifications and experience

• 3–5 years of experience in financial analysis, management consulting, or corporate finance covering diversified operating companies.
• Strong financial statement analysis skills: DuPont decomposition, working capital analysis, cash flow analysis, covenant compliance.
• Experience with management reporting and performance dashboards for multi-entity groups.
• Understanding of manufacturing and services business models.
• Proficiency in Excel and willingness to adopt AI Lab automated analytics tools.
• Bachelor’s or Master’s degree in finance, accounting, or business administration.
• Ability to work with Arabic-language financial statements and management reports is an advantage.