Senior Associate/Delivery Lead-Qual & Quant

Key Responsibilities

i. Preparing pitch books, industry reports, deals and peers screening, company profiles, macroeconomic updates and company focused discussion documents related to various industries.

ii. Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis etc.

iii. Operational/ financial benchmarking, valuation, public market information and performance ratio analysis

iv. Updates weekly/monthly capital market updates

• Meet project timelines and quality of deliverables in a manner to ensure high client satisfaction”
• Conducting quality control check of the outgoing reports / packs
• Engage client independently on calls and e-mails
• Produce high quality informative and visually appealing presentations and deck

Key Competencies

• Post-Graduation in Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.)
• 4+ years of experience in the Investment banking space
• Excellent written and spoken communication skills with experience in client relationship management
• Should be able to work independently with minimal guidance as the job requires working with senior leadership team at the client’s end
• Should be well versed with MS Office suite specially Microsoft Excel and Power Point (extensive use of excel models and powerpoint)
• Working knowledge of database such as Factset, Bloomberg, CapitalIQ, Thomson, etc.