Financial Modelling

Role & responsibilities

• Financial Statement analysis & modeling: Expected to have knowledge of financial statement Income Statement, Balance Sheet, Cash Flow etc. Good working knowledge of financial models DDM, LBO, DCF, Merger Model, Accretion /Dilution / etc.

• Supporting clients on multiple industries including oil & gas, banking, insurance, asset management, fintech among other industries and performing valuation, preparing pitch books, investment thesis, and company focused discussion documents, studying & analyzing different business
• Provide high quality analysis on projects including opportunity assessment, M&A mapping, due diligence, investment thesis, company reports, ad-hoc requests, financial analysis, financial and KPI (NPL, capital adequacy, etc.) research and competitive benchmarking through in-depth secondary research.

• Identify attractive opportunities: Identify emerging and high-growth sectors for investment through market analysis, such as, market size, historical and projected growth rates, emerging market trends, key drivers, etc. Deep dive into specific companies to understand core strengths, strategies, financial health, outlook etc.

• Identify new markets and chart entry strategies: Identify new markets for growth through analysis of market size, competitive landscape, growth opportunities and formulate organic and /or inorganic entry strategies.

• Benchmark products and marketing strategies: Market segmentation, product benchmarking, pricing studies, competitor analysis to identify best of breed strategies.

• M&A support: Identify and analyze potential targets through analysis of markets, products, services, financial synergies, business model analysis and its robustness, competitive positioning, etc.

• Enhance performance: Work closely with clients to manage and improve performance through tools, such as benchmarking, value chain analysis, customer analysis, competitive assessment, cost management, etc.

• Project Management: Understand client requirement, scope projects, manage end-to-end execution and delivery (work allocation, research, analysis, quality control, delivery)

➢ Translate client objectives into clear deliverables with associated priorities and constraints

➢ Experienced in all types of secondary research (databases, statistics and ministry/ industry/ association websites), as well as general research (company websites, SEC Filings, research reports, news articles etc.) and primary research involving discussions with industry players/ stakeholders

➢ Handle multiple work streams, as required

➢ Take complete ownership of all quality related aspects.

• People Management: Lead projects independently and guide a team of analysts and associates in daily tasks to ensure that the work is on course to meet client's objectives

➢ Manage team morale to be able to navigate through pressure situations

➢ Provide effective, on-time and objective feedback to team members and be involved in their overall grooming and development.

• Client Management: Manage and maintain client relationships would include regular interaction with client(s) to strengthen the relationship and identify opportunities to act as a solutions provider

Preferred candidate profile

• CFA, master's degree/ MBA in Strategy, Finance, Operations or Economics.
• 5-10 years of experience in strategy research and analysis, preferably Tech sector.
• Conversant with standard frameworks, such as, Porter's five forces analysis, GE-McKinsey matrix, 4Cs, PESTLE, SWOT etc.
• Excellent at using MS PowerPoint; command over MS Excel to process varied data sets in spreadsheets (Pivots, charting etc.) is highly desirable.
• At least 5-6 years of experience in managing a team, as well as, directly communicating with clients. Experience in managing client communications solo will be considered an added advantage.
• Experience in handling projects independently.
• Strong problem-solving abilities and analytical thinking skills, as evidenced by extensive experience in utilizing those skills in research and consulting environment. Adept at synthesizing information to generate insights.
• Strong communication skills.

Perks and benefits

Competitive to market