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.