Lead Analyst

1 month ago


Pune, Maharashtra, India SG ANALYTICS PRIVATE LIMITED Full time
About Us

SG Analytics (SGA) is a global insights and analytics company that specializes in Environmental, Social, and Governance (ESG) data, data analytics, and investment research services. With a presence in multiple locations worldwide, including New York, San Francisco, Austin, Seattle, Toronto, London, Zurich, Pune, Bengaluru, and Hyderabad, SGA has been consistently growing over the past few years.

We are a Great Place To Work (GPTW) certified company, and our thriving work environment is shaped by a growth mindset, abundant learning and collaboration opportunities, and a meritocracy-driven culture. We have been recognized as a regional best employer in 2016, 2018, and 2020.

Job Description

We are seeking a highly skilled Lead Analyst to join our team. The ideal candidate will have 6-8 years of experience in investment banking or a related field and be located in Pune.

Key Responsibilities:
  • Analyze company reporting documents to create pitchbooks, company profiles, information memorandums, sector reports, financial benchmarking, and trading and transaction comps.
  • Identify potential targets or buyers for M&A deals.
  • Work on financial models, DCF, LBO, and football field analysis.
  • Perform secondary research through the web and available databases to prepare investment decks.
  • Interact with clients for project coordination.
  • Be responsible for quality checks and client deliverables.
  • Manage a team of 7-10 analysts.
Requirements:
  • At least 5 years of experience in private equity or investment banking.
  • End-to-end knowledge of PE/IB deals and key products.
  • Deep understanding of all investment banking products and requirements.
  • Experience in preparing pitch books, profiles, screening for targets/buyers, sector reports, trading and transaction comps, and investment memorandums.
  • Proficiency in financial modeling, including detailed 3-statement forecasting, multiple scenario analysis, DCF valuation, capital structure modeling, LBO, and merger modeling.
  • Strong skills in working on unstructured and open-ended requests.
  • Prior experience of working and communicating with clients and various stakeholders.
  • Knowledge of databases such as Bloomberg, CapIQ, Pitchbook, Reuters, Factset, and Mergermarket.
  • Excellent skills in MS PowerPoint and MS Excel.
  • Work with sales teams on business development activities.
  • Participate in new client discussions, conduct workshops, and demos.
  • Transition new engagements from client sites to SGA.
  • Manage staffing and attrition for allocated teams.
  • Conduct on-the-job and off-the-job trainings for team members.
Soft Skills:
  • Self-driven and dynamic.
  • Able to think out-of-the-box and come up with innovative ideas.
  • Excellent written and oral communication skills in English.
  • Results-oriented, problem-solving skills.
Education Qualification:
  • MBA Finance/CFA Level 2+


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