Financial Modeling

Roles & Responsibilities -

• Financial modeling and valuation analysis : Creation and update of detailed financial models including DCF, M&A, LBO Models, trading & transaction comps, valuation analysis via different techniques. Candidates who’ve performed valuation on start-ups and high growth companies will be preferred.
• Revenue & Cost Drivers: Identify industry-specific KPIs and able to project the revenues and cost based on drivers. The candidate should be well-versed with discount rate calculation, WACC, IRR and sensitivity analysis.
• Investment opportunity identification : Identifying emerging and high-growth sectors for investment assessment through market analysis such as market size, historical and projected growth rates, emerging market trends, key drivers, etc.
• Investment Memorandum : Creation of Investment memorandums, identifying key investment highlights & concerns, quarterly investment letters, market opportunity, financial analysis, product analysis, arriving at potential valuation of the target company, return & sensitivity analysis.
• M&A and strategic analysis : Identification and analysis of potential targets through analysis of markets, products, services and financial synergies.
• Peer group benchmarking & competition landscaping: Identifying players operating in relevant industry, mapping them by geographies, sector or other parameters, benchmarking shortlisted players on various KPIs.
• Analyzing investment themes / strategies : Evaluating attractiveness of the overall sector / geography / company focused investment themes and strategies of the fund.
• Industry analysis and dashboards : Deep dive industry studies on focus sectors, periodic monitoring of key industry drivers and performance indicators for specific industries.
• Portfolio company monitoring : Periodic tracking of business and financial performance indicators of portfolio companies and benchmarking those with their peer group for timely identification of upside and / or downside triggers.
• Project Management : Project structuring, planning, conceptualizing output, leading a team of 2-3 analysts, reviewing team’s work, signing-off before delivery.
• Client Management : Understanding project request, discuss project, negotiate deadline, handling client queries.

Required Background -

• Experience of 5-7 years supporting strategy research and analysis, preferably across industries.
• CFA, MBA from a top tier business school in Strategy, Finance, Operations or Economics.
• Strong finance fundamentals and knowledge of financial analysis skills.
• Experience working across databases such as Capital IQ, FactSet, Preqin etc.
• Excellent at using MS PowerPoint; command over MS Excel to process varied data sets in spreadsheets (Pivots, charting etc.) is highly desirable.
• 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 .
• Excellent written and verbal communication skills.
• Ability to work effectively under tight deadlines.
• Superior problem-solving abilities and strong analytical thinking to seek the why, how and so-what of a problem statement and ability to think multiple/alternative solutions to a given problem.