Market Intelligence and Treasury Planning Manager

About us:

Soar is a global fintech startup that specializes in financing and investment. Currently headquartered in Saudi Arabia, Soar is growing throughout the region with a mission to help people achieve their financial goals with innovative financial and property investment solutions and tools through its multi-purpose platform, designed to offer a simple and seamless user experience.

Role Purpose

To manage/lead the analytical and strategic functions of the Treasury by integrating market intelligence with internal funding and liquidity planning. This role acts as the data-driven brain of the Treasury, providing actionable insights, forecasts, and recommendations that strengthen funding strategy, liquidity optimization, and investor confidence.

This role is Open worldwide Remote, however, If the candidate is based in Riyadh, KSA or Cairo, Egypt then it will be Hybrid.

Key Responsibilities

1-Market Intelligence & External Analysis

2-Monitor developments in local and global financial markets, including interest rate trends, yield curves, and central bank policy shifts.

3-Track mortgage market dynamics, including housing finance trends, primary and secondary mortgage rates, and relevant indexes.

4-Analyze NDMC issuances, Sukuk market activity, and competitor funding transactions to identify pricing benchmarks and investor appetite.

5-Analyze relationships with banks, arrangers, and market participants to gather early intelligence on market sentiment and funding windows.

6-Prepare weekly and monthly Market Intelligence Reports summarizing key market movements, opportunities, and risks.

-Treasury Planning & Funding Strategy

1-Develop and maintain funding and liquidity forecasts across short, medium, and long-term horizons.

2-Support decision-making for new funding instruments (Sukuk, RMBS, credit lines, deposits) through scenario analysis and cost optimization.

3-Model funding mix scenarios, stress tests, and balance sheet projections aligned with business growth and regulatory requirements.

4-Contribute to ALCO and ExCom reporting by presenting data-backed insights and funding recommendations.

-Financial Analytics & Reporting

1-Design dashboards and financial models using Excel / Power BI to monitor liquidity positions, funding costs, and market benchmarks.

2-Perform cost-of-funding and profitability analytics across instruments and maturities.

3-Prepare concise and insightful presentations for Treasury, CEO, and Board Committees.

4-Maintain structured internal databases for historical market rates, funding transactions, and investor feedback.

-Cross-Functional Collaboration

1-Work closely with Finance, Securitization, Treasury Operations, and Risk teams to ensure data consistency and accurate forecasts.

2-Provide analytical support for Sukuk or RMBS issuance processes, including investor presentations and market updates.

3-Liaise with Investor Relations to align market messaging and pricing expectations.

Qualifications & Experience

Education:

• Bachelor’s degree in Finance, Economics, Accounting, or Financial Engineering.
• Master’s degree in Applied Finance, Financial Economics, or Investment Management is preferred.
• Professional certifications are a plus: CFA, FRM, or ACI / CTP.

Experience:

• 8–14 years of experience in Treasury, Financial Markets, or Corporate Finance — ideally within banks, fintechs, or real estate finance companies.
• Strong knowledge of mortgage market analysis, rate-setting mechanisms, and housing finance benchmarks.
• Proven experience in market research, financial modeling, and funding analytics.
• Solid understanding of Islamic finance instruments (Sukuk, RMBS, structured funding).
• Familiarity with Bloomberg, Refinitiv, and regulatory frameworks (SAMA, NDMC, CMA).

Technical Skills

• Advanced Excel and Power BI skills for modeling and dashboards.
• Proficiency in financial data terminals (Bloomberg, Refinitiv).
• Strong quantitative and analytical thinking.
• Deep understanding of mortgage market dynamics, including mortgage rate structures, housing finance trends, and relevant indexes (e.g., SAIBOR-linked mortgage benchmarks).
• Excellent presentation and written communication skills in English (Arabic a plus).