Financial Analyst

EPIC Investment Partners

About Us

EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.

EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the heart of everything we do. We understand the commercial drivers of success and how to support them by allocating capital actively and appropriately. We put our clients first at all times.

Our integrated approach supports corporates, entrepreneurs, and investors by providing access to capital, advice, and administration services across our four divisions:

• Capital: patient and flexible private capital encompassing early-stage investing, private equity and SPACs. £1300 million assets under management (“AuM”).

• Markets: fund management platform with £250 million AuM across Equities, Fixed Income, Multi Asset and Managed Futures strategies.

• Administration: full-service outsourced administration platform encompassing Fund Services, Corporate Services and Legal Advertising and Public Notice services. £3 billion assets under administration.

• Advisory: discrete and independent advice to corporates, families and institutions on large and small transactions ranging from £25 million to £1 billion in value.

We believe in the enduring tradition of providing independent and discrete finance and counsel to businesses and the people who create them.

This is augmented by a future facing mindset embracing technology and innovation to offer our clients an intelligent and dynamic merchant banking model for the twenty-first century.

We are a client-centred, collegiate team for whom intellectual integrity and honest, considered decision making are the guiding principles.

Our Values

Our Values are at the heart of our activities and are designed to give our clients the same experience across all divisions, products, and locations.

• Clients First: we place clients first and commit to delivering excellent service and outcomes across all our activities. We are calm and focused under pressure, balancing long term outcomes with short term needs and seek to deliver on commitments with a sense of urgency.

• Intellectual Integrity: intellectual integrity is our true north and forms the nexus of our Values and Investment Principles. Our intellectual integrity means that EPIC is continually searching for the best talent, ideas, and opportunities for our clients. This has allowed EPIC to become a home for people, teams, and organisations who both share and help shape its world view

• Collegiate: our teams are collegiate, with co-operation and collaboration central to our approach. We seek to foster collaboration across our divisions, to unlocking the opportunities of the interconnections across our broad platform.

Role Profile: Financial Analyst – Transaction Team.

EPIC Investment Partners (“EPIC”) is looking for an enthusiastic and motivated Financial Analyst to join its India team within its private equity and corporate finance business lines. EPIC is a privately-owned, fast growing investment firm with aggregate assets under management of .£1 billion. EPIC invests in private equity opportunities with a target size of up to £30 million and advices on corporate finance transactions with a target size of £50 million to £1 billion. Successful candidates would have the opportunity to work on a large range of different corporate finance transactions, with direct participation and responsibility as part of the wider project teams. EPIC is based in London with a growing team in Noida. The role is based in the Noida office, which also serves as the offices of a sister organization, EPIC Administration (this role is not within EPIC Administration and is related to corporate finance rather than fund administration/accounting). Members of the team have previously visited London to work directly with the London team members.

The Role

EPIC is unique in offering cross-disciplinary work experience to employees by providing them with significant experience of deal origination, execution, and client interaction across private equity, corporate finance, and fund placement transactions. EPIC’s highly entrepreneurial culture provides an open, stimulating, and challenging work environment in which individuals can develop a wide variety of different skill sets and transactional experience.

Responsibilities

Responsibilities will include:

• Supporting the origination of investment opportunities, corporate finance and fund placement mandates.
• Assisting in the preparation of marketing materials.
• Analysing markets and assessing selected sectors and companies.
• Building financial models.
• Performing valuation analyses, including comparable transactions and publicly trading companies.
• Identifying potential investors and buyers.
• The position includes on-the-job and regular team training sessions, with a focus on personal and team development. Candidate Profile
• Self-motivated and diligent in approach, with an interest in building a career in corporate finance.
• Outstanding communication skills are required, in particular in written material.
• Proven ability to establish effective relationships and work well within a team (working remotely or working directly with international teams is desirable).
• Analytical, combining both quantitative and qualitative skills.
• Proven experience in the creation of company profiles, trading, and transaction comparable valuation analyses.

Skills and Experience

• Strong academic credentials from a top-tier university.
• Strong mathematical background, practical experience of corporate finance valuation techniques.
• Minimum 1.5-3 Years of prior experience in investment banking, corporate finance, investment management or transaction accounting.
• Track record of personal responsibility, in particular working in a project-based environment with tight deadlines and of delivering
• to client expectations.
• Advanced Microsoft Office skills, in particular PowerPoint and Excel.
• Practical knowledge of FactSet, Capital IQ, Bloomberg or equivalent databases.
• Relevant professional certifications or qualifications (e.g. CFA above Level 2) will support the application.

Characteristics

• Focused on internal and external client needs, delivering on commitments with a sense of urgency
• Displays intellectual integrity, commerciality, and sound judgement
• Collegiate and a clear communicator, building positive working relationships with energy.

Location / Hours • Noida. • Shift timings: 13:30 to 22:00 / 11:30 to 20:00 on a [Weekly rotating basis].