Senior Associate

1 week ago


Gurgaon, Haryana, India Acuity Knowledge Partners Full time
Supporting a US based PE firm in portfolio monitoring
Periodic update of valuation models for financials, performance commentary, key covenant etc.
Quarterly valuation of portfolio companies includes trading and transaction comparable, DCF, WACC analysis, performance commentary updates etc.
Detailed Capital Structure and tranche level debt analysis
EBITDA reconciliation from Audited to non-audited financials
Due diligence of target companies includes credit comps analysis, financial spreading, operating benchmarking, model update, Capital IQ screening.
Data Management on third party tools
Creating reporting calendars and updating for latest results received. Follow-up for any delay in reporting
Historical trend analysis for valuations, leverage ratios, ICRs, Adj. EBITDA and other key metrics
Validating or re-calculating the covenants as per various lender conventions on Adjusted EBITDA calculations

Client Management:
Understanding project request, and handling client queries.
Key Competencies
MBA finance/CFA/Chartered Accountant
4-6 years of experience in strategy consulting/investment banking/private equity/research sectors

Experience in quantitative analysis including financial modelling, trading comps, transactions comps, benchmarking, capital structure, adjusted EBITDA reconciliation, covenant monitoring etc.

Excellent in MS Excel to process varied data sets in spreadsheets is highly desirable
Strong written and verbal communication skills
Ability to work effectively under tight deadlines
Dedicated and motivated individuals having demonstrated academic excellence with project management, client relationship management, analytical, and teamwork skills
Knowledge of databases such as Capital IQ, FactSet, Bloomberg etc.

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