Associate- Private Equity

About Us: SG Analytics (SGA), a Global Insights and Analytics company, offers Investment & Market research, ESG, and Data Analytics services to global firms. The company has a presence in New York, San Francisco, Austin, Chicago, Toronto, London, and Zurich with delivery centres in Pune, Bengaluru, and Hyderabad. We are growing consistently at a rapid pace for the last few years. 

SGA is a Great Place to Work (GPTW) certified company, and with its thriving work environment shaped by a growth mindset, abundant learning, and a meritocracy-driven culture, SG Analytics has also been awarded regional best employer thrice in a row. 

JOB Description

• Role: Associate, Private Equity
• Experience : 4 - 6 years 
• Location : Pune 

Summary: SGA is rapidly expanding its PE business and seeks a highly skilled Associate to manage client onboarding and project execution. The ideal candidate should i) possess strong fund modelling skills, ii) In-depth understanding of PE life cycle, fund structures and has knowledge of PE transactions and key products, iii) demonstrated ability to create solutions for unstructured requests, and iv) excel in independent review and quality check of clients projects. This role also requires effective collaboration with internal stakeholders to ensure seamless delivery and drive successful project outcomes.

Responsibilities:

• Analyzing company documents to create information memorandums, competitive landscape, sector reports, financial benchmarking, evaluation of term sheets and trading and transaction comps
• Identifying and profiling potential targets/buyers for sponsor led deals
• Working on Financial Models and assumptions validation, DCF, LBO, fund modeling, sensitivity analysis, quality of earnings analysis
• Maintaining portfolio operating models, and performing periodic portfolio valuations
• Performing secondary research through the web and available databases to prepare investment thesis and memorandums
• Comprehend client objectives in detail by front facing conversations. Build confidence and create a strong impression in new prospects minds
• Be responsible for quality check and client deliverable. Develop solid relationships with existing clients to ensure maximum client retention and client delight
• Participate in process improvement initiatives to enhance the efficiency and effectiveness of projects
• Managing a team of 3-6 analysts

Requirements:

• At least 4 years of experience of working with or servicing Private Equity clients 
• In-depth understanding of PE life cycle, fund structures and has knowledge of PE transactions and key products
• Strong proficiency in financial modelling, fund modeling and valuation techniques and can manage unstructured and open-ended requests
• Knowledge of databases such as Bloomberg, CapIQ, Pitchbook, Reuters, Factset, and Mergermarket 
• Excellent analytical and presentation skills and attention to detail
• Conduct on the job and off the job trainings for the team members

Soft Skills:

• Self-driven and Dynamic
• Able to think out-of-box and come up with innovate ideas
• Excellent written and oral communication skills in English
• Results oriented
• Problem solving skills 

Education Qualification:

• MBA Finance / CFA level 2+