Adept Global | Financial Analyst | india
2 days ago
Designation: Analyst/Associate
Location: Mumbai
Experience: 5+ years
Salary: 25L - 30L
Notes:
- CA and/or MBA is a must.
- Must have experience in Asset management or Private Equity/Venture Capital.
We are looking for a strong, self-motivated investment professional Analyst / Associate in our Mumbai office, who will play a key role in analyzing at various stages, investment opportunities coming to Family Office. This includes product-specific diligence, market analysis, conducting primary and secondary research, development of investment themes, modeling, due diligence, structuring, documentation, and investment committee presentations if need be. The candidate will be involved in sectoral analysis, market mapping, prospect calls/visits, due diligence, and deal execution.
Key Responsibilities:
▪ Play a key role in analyzing deals / term sheets / teasers coming from various wealth advisors,
distributors, funds, AMCs etc. This includes analyzing, monitoring investments along with investment team of family office, research, due diligence, ongoing management and reviews of
investments.
▪ Work with the family office team to evaluate new investment ideas across sectors.
▪ Engage deeply with the ecosystem to identify potential investment opportunities for evaluation;
▪ Examine business processes and conduct benchmarking study / trend analysis.
▪ Deal Execution once approved by the investment committee.
▪ Ability to conduct sound due-diligence and create the true scenarios for the investment
opportunities.
▪ Assessing / valuing the businesses / companies with respect to expected future growth.
Specific responsibilities include, but are not limited to:
▪ Create detailed financial modelling, draft and review term sheets and transaction documents.
▪ Track sector deals and developments and build understanding of sector macro trends.
▪ Develop memos and presentations for Investment Committee.
▪ Work with software developers, on developing ERP/ software for family office software
▪ Support for Portfolio companies of the Family Office
▪ Preparation and analysis of periodical performance of the family office
Qualifications:
▪ ~ 5 years plus post qualification experience (currently with buy / sell side brokerage firms, Asset
Management Companies, Private Equity/ Venture Capital), and a good understanding of the
Investing space.
▪ Outstanding analytical/financial skills
▪ Aptitude and interest in financial modelling and valuation techniques.
▪ Understanding of deal diligence and execution
▪ Strong communication skills and ability to collaborate.
▪ Ability to multitask, take ownership and prioritize.
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