Strategic Advisory Manager – IBI Capital - Position No. 1738

IBI CAPITAL is launching a new strategic advisory practice focused on supporting business owners and families at key strategic decision points concerning the future of their businesses and ownership structures.

We are looking for a Strategic Advisory Manager to lead projects and processes end-to-end, providing high-level professional guidance throughout the engagement.

The practice supports clients from the initial mapping and strategic assessment of their family-owned or privately held businesses, through the evaluation of alternatives such as full or partial sale, bringing in a partner, capital raising, financing, value enhancement and other strategic initiatives, through to the execution and ongoing support of the process.

This is a significant opportunity to join a new and growing practice as its first professional team member, with direct and close interaction with business owners, broad professional responsibility, and exposure to executives, management teams, transactions and a wide range of business challenges.

At the initial stage, the role will be highly hands-on, with independent ownership of the professional work across projects. As the practice and team grow, the role is expected to evolve to include mentoring, professional leadership and management of additional team members.

Key Responsibilities

• Project Management & Leadership – Take professional and ongoing ownership of projects across strategy, transactions, financing and value enhancement.
• Direct Client Engagement – Manage day-to-day interactions with business owners, executives and CFOs, including information gathering, leading working meetings and tracking project progress.
• Financial & Business Analysis – Analyze financial statements, historical performance, forecasts, cash flows, KPIs and key value drivers.
• Financial & Economic Modeling – Build financial and economic models in Excel according to project and transaction requirements.
• Market Research & Analysis – Analyze markets, competitors, trends, benchmarking data, comparable companies and comparable transactions.
• Strategic Thinking – Evaluate strategic alternatives, identify opportunities and risks, and develop recommendations and action plans together with the practice leaders.
• Transaction Advisory – Provide professional support throughout M&A processes, partnership transactions, capital raises and financing transactions, including preparation of relevant materials and analyses.
• Deliverables & Presentations – Prepare high-quality strategic presentations, transaction materials, position papers and management documents, and present findings and recommendations to clients.
• Team Building (as the practice grows) – Mentor and provide professional leadership to analysts and additional team members as the practice expands.

Requirements

• Bachelor’s degree in Economics, Business Administration, Accounting, Finance or a related field. Master’s degree and/or CPA qualification – an advantage.
• 4–5 years of relevant experience in at least one of the following areas: Deal Advisory, Transaction Services, Corporate Finance, M&A, Valuation, Business or Strategic Consulting, Investment Funds, Family Office, Investment Banking, Corporate Development or similar related fields. Management experience – an advantage.
• Strong analytical and financial skills, with a very good understanding of financial statements and business operations, as well as the ability to conduct independent research, work with large volumes of information and derive meaningful business insights and conclusions.
• Significant experience in building financial models and conducting financial analyses in Excel, while producing high-quality management-level deliverables.
• Excellent written, presentation and communication skills in both Hebrew and English.

Personal Attributes

• Strong ability to work independently, a hands-on approach and willingness to take ownership and execute.
• Broad business and strategic thinking combined with strong attention to detail.
• Curiosity and the ability to quickly learn and understand new companies, markets and industries.
• Initiative, drive, strong work ethic and the ability to thrive in an entrepreneurial and dynamic environment while managing multiple projects and priorities simultaneously.
• High emotional intelligence and strong relationship-building skills, particularly in working with clients.
• Discretion and sound judgment when handling sensitive information and working with business owners and families.