Senior Manager Investment Advisory

OVERVIEW

Position

Senior Manager Investment Advisory

Job Code

Reports to

Chief of Staff

Direct Reports

none

Division/Section

NEOM Investment Office

Department

NEOM Investment Office

Sector

Job Family

Role Purpose

NEOM is a new vision of what the future could be. It’s an attempt to do something that’s never been done before and it’s coming at a time when the world needs fresh thinking and new solutions. NEOM will not only be a destination, but a home for people who dream big and who want to be part of building a new model for sustainable living. NEOM will be a hub for innovation, where established global businesses and emerging players can research, incubate, and commercialize groundbreaking technologies to accelerate human progress.

The Manager - Investment will support the Senior Manager in leading the mandated streams of investment/partnerships into NEOM, including, but not limited to, develop a customized business case, work with external financial advisors, and prepare the relevant presentations and investment memos.

KEY ACCOUNTABILITIES & ACTIVITIES

Responsibilities

Feasibility & pre-execution stage:

• Review the technical scope of the procurement offering and assist the NIO in designing the best go-to-market commercial strategy.
• Review of all historic & current data and information provided internally.
• Review, revise, updated all the technical requirements (D&CR., Services R., Handover R..) provided internally, and opine on any disconnect with best market practice based on the agreed commercial and contractual structure.
• Assist with the value for money analysis by providing technical input, if required, and provide technical assistance during market sounding.
• Lead the appointment of technical consultants if required.
• Review, revise, complete the drafting of the procurement documentation package, including contract data.

Bid evaluation:

• Review of all historic & current data and information from Bidder Proposals.
• Review, revise, complete contract data including the parties, the term, the agreed timelines etc.
• Agree what 3rd Parties are required & their roles & responsibilities (IC, LTA etc).
• Ensure designer is fully briefed and understands basis of design & cost constraints.
• Ensure client site rules are fully understood by all.
• Establish very clear communication protocols.
• Ensure funds are available in time to fund early works (starting at commercial close).

Commercial close:

• Assist in managing closure of RIBA 3 & associated BOQ’s.
• Review, revise, update & complete the Project Agreement and its Schedules.
• Review, revise, update & complete the EPC Contract and Schedules.
• Review, revise, update & complete the FM / O&M Agreement & Schedules.
• Review, revise, update & complete the Interface Agreement.
• Complete Document Suite (Direct Agreement, First Amendment Schedule, etc).
• Regular Mtgs and Updates with Employer & Preferred Bidder.
• Draft LNTP / Early Works Agreement (Mobilization, RIBA 4, Procurement).
• Liaise with Preferred Bidder to Ensure LTA is appointed before Commercial Close.
• Assist the Employer with any CAPEX, OPEX, Lifecycle Cost issues following RIBA 3.
• Assist in Procurement of the Project Monitor & seek approval / appointment.
• Ensure Initial Construction Permits are in Place & Site is Vacant & available ahead of LNTP signing.
• Support Financial & Legal Consultants at all times.
• Facilitate handover of Design responsibility to DBFOM Contractor before/at Commercial Close
• Ensure responsibility for Utilities is crystal clear including location of incoming services at Boundary.
• Ensure ongoing / planned works adjacent / near Site Boundary are fully considered in RIBA 3 & 4.
• Review and advise on value engineering/optimization suggestions.

Financial close:

• Oversee LTA preparing initial Red Flag Report, assist with Clarifications etc.
• Ensure DBFOM Contractor is progressing Design in line with the agreed Project Schedule.
• Ensure Project Monitor is checking RIBA 4 against Employer requirements & Regulatory framework.
• Support the Employer, the Financial & Legal Consultants in Finalizing Funding arrangements etc.
• Monitor the DBFOM Contractor Mobilization / Early Works alongside the IC.

Culture

• Help instill a culture of accountability, humility, transparency, and performance within NEOM Investment Office
• Promote excellent working environment embracing NEOM’s values

BACKGROUND, SKILLS & QUALIFICATIONS

• 6+ years of experience with a tier-1 technical advisor, including several advisory mandates with both the private and public sectors in PPPs.