Purchase Order Financial Analyst in Israel Tel Aviv –Free Word Template Download with AI
Professional Services Procurement — Financial Analyst Engagement
PO No. IL-TLV-2025-04782
| Field | Details |
|---|---|
| Purchase Order Number | IL-TLV-2025-04782 |
| Date of Issue | 15 June 2025 |
| Required Delivery / Commencement Date | 01 July 2025 |
| Contract Duration | 12 months (renewable upon mutual agreement) |
| Currency | Israeli New Shekel (ILS / NIS) |
| Governing Jurisdiction | State of Israel — Tel Aviv District |
| Payment Terms | Net 30 days from invoice date, payable via bank transfer to a Tel Aviv-based account |
Buyer (Procuring Entity)
Company: Levant Capital Advisory Group Ltd.
Address: 45 Dizengoff Street, Tel Aviv-Yafo, Israel 6300000
VAT Number: 51-804-221-77
Contact: Mr. David Ben-Ami, Head of Procurement
Email: [email protected]
Phone: +972-3-621-4488
Supplier (Service Provider)
Company: Meridian Analytics & Consulting Services Ltd.
Address: 12 HaYarkon Boulevard, Tel Aviv-Yafo, Israel 6777501
VAT Number: 51-917-553-02
Contact: Ms. Rachel Goldstein, Director of Client Services
Email: [email protected]
Phone: +972-3-887-2210
This Purchase Order is issued by Levant Capital Advisory Group Ltd. to procure the professional services of a qualified Financial Analyst to be deployed and operated within the Tel Aviv metropolitan area, Israel. The engagement is structured as a professional services contract under which the Supplier shall provide a dedicated Financial Analyst to support the Buyer's quantitative research, portfolio evaluation, and corporate finance functions. All work shall be performed in accordance with Israeli financial regulations, the standards set forth by the Israel Securities Authority (ISA), and the professional guidelines of the Israeli Institute of Finance Professionals.
The Financial Analyst engaged under this Purchase Order shall be responsible for, but not limited to: conducting in-depth financial modeling and valuation of Israeli and international equity portfolios; preparing quarterly and annual financial reports compliant with Israeli Generally Accepted Accounting Principles (GAAP); performing risk assessments and stress-testing of investment positions; generating market intelligence reports focused on the Tel Aviv Stock Exchange (TASE) and global markets; and providing strategic advisory support to the Buyer's senior management team based in Tel Aviv.
| Item No. | Description | Unit | Qty | Unit Price (ILS) | Amount (ILS) |
|---|---|---|---|---|---|
| 01 | Senior Financial Analyst — Monthly Professional Fee (full-time engagement, Tel Aviv office-based) | Month | 12 | 48,500.00 | 582,000.00 |
| 02 | Financial Modeling Software License & Data Terminal Access (Bloomberg / Refinitiv) — Annual | Year | 1 | 36,000.00 | 36,000.00 |
| 03 | Onboarding, Compliance Training & Israeli Regulatory Orientation (one-time) | Lot | 1 | 7,500.00 | 7,500.00 |
| 04 | Quarterly Performance Review & Strategic Advisory Session (Tel Aviv HQ) | Session | 4 | 5,200.00 | 20,800.00 |
| 05 | Contingency & Overtime Provision (up to 10% of base fee) | Lot | 1 | 58,200.00 | 58,200.00 |
| Subtotal | 704,500.00 | ||||
| VAT (18% — Israel Standard Rate) | 126,810.00 | ||||
| Total Purchase Order Value (ILS) | 831,310.00 | ||||
- Governing Law: This Purchase Order shall be governed by and construed in accordance with the laws of the State of Israel. Any disputes arising from this Purchase Order relating to the engagement of the Financial Analyst in Tel Aviv shall be subject to the exclusive jurisdiction of the competent courts in Tel Aviv-Yafo, Israel.
- Service Location: All services rendered under this Purchase Order shall be performed at the Buyer's premises located in Tel Aviv, Israel, or at such other location within the Tel Aviv metropolitan area as mutually agreed in writing. The Financial Analyst shall be physically present at the designated Tel Aviv office no fewer than four (4) days per week.
- Qualifications: The Financial Analyst assigned to this Purchase Order must hold a minimum of a Bachelor's degree in Finance, Accounting, or a related field from an accredited Israeli or internationally recognized university, and possess at least five (5) years of demonstrable experience in financial analysis, corporate finance, or investment research. Professional certification (CFA, CMA, or equivalent Israeli designation) is strongly preferred.
- Confidentiality & Data Protection: The Supplier and the assigned Financial Analyst shall comply with the Israeli Privacy Protection Law, 5741-1981, and all applicable data security regulations. All financial data, client information, and proprietary models accessed during the engagement in Tel Aviv shall be treated as strictly confidential and shall not be disclosed to any third party without prior written consent from the Buyer.
- Payment Schedule: Invoices shall be submitted monthly in arrears. Payment shall be made within thirty (30) calendar days of receipt of a valid invoice, via bank transfer to the Supplier's account held at a licensed Israeli bank in Tel Aviv. Late payments shall accrue interest at the rate prescribed under the Israeli Interest Law, 5713-1953.
- Termination: Either party may terminate this Purchase Order with sixty (60) days' written notice. In the event of material breach by the Supplier, the Buyer may terminate immediately upon written notice. Upon termination, the Supplier shall return all Buyer property, data, and documents within ten (10) business days.
- Compliance with Israeli Labor Law: The Supplier is solely responsible for the employment, compensation, social security (Bituach Leumi), and tax obligations of the Financial Analyst. The Buyer assumes no employer liability under the Israeli Labor Law, 5736-1976, or the National Insurance Law, 5755-1995.
- Force Majeure: Neither party shall be liable for failure to perform obligations under this Purchase Order due to events beyond reasonable control, including but not limited to natural disasters, government-imposed restrictions in Israel, or acts of war, provided that the affected party notifies the other within forty-eight (48) hours.
- Intellectual Property: All reports, models, analyses, and deliverables produced by the Financial Analyst specifically for the Buyer under this Purchase Order shall be the exclusive intellectual property of the Buyer upon full payment. The Supplier retains ownership of pre-existing methodologies and tools.
This Purchase Order for the engagement of a Financial Analyst in Tel Aviv, Israel, is authorized and approved by the undersigned officers of Levant Capital Advisory Group Ltd. The Supplier acknowledges receipt and acceptance of all terms set forth herein by executing the signature block below.
For and on behalf of the Buyer:
Levant Capital Advisory Group Ltd.
Name: David Ben-Ami
Title: Head of Procurement
Signature: ___________________________
Date: ___________________________
For and on behalf of the Supplier:
Meridian Analytics & Consulting Services Ltd.
Name: Rachel Goldstein
Title: Director of Client Services
Signature: ___________________________
Date: ___________________________
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