Strategic Investment Analyst

6 hours ago


Pune, Maharashtra, India SG ANALYTICS PRIVATE LIMITED Full time
Job Title: Lead Financial Analyst - Investment Banking and Mergers

About Us


SG Analytics (SGA), a leading global insights and analytics company, specializes in ESG, data analytics, and investment research services.



Job Summary:


  • Role: Lead Analyst
  • Experience: 6 - 8 years
  • Location: Pune


Key Responsibilities:


  1. Develop and maintain in-depth knowledge of investment banking products and services.
  2. Collaborate with clients to understand their investment needs and provide tailored solutions.
  3. Analyze complex financial data to create pitchbooks, company profiles, and information memorandums.
  4. Identify potential targets and buyers for M&A deals.
  5. Design and implement financial models, including DCF, LBO, and football field analysis.
  6. Conduct secondary research to prepare investment decks and interact with clients for project coordination.
  7. Ensure quality checks and client deliverables.
  8. Manage a team of 7-10 analysts.


Requirements:


  • At least 5 years of experience in Private Equity/Investment Banking.
  • End-to-end knowledge of PE/IB deals and key products.
  • Deep understanding of all investment banking products and requirements.
  • Proficiency in financial modeling, including detailed 3-statement forecasting, multiple scenario analysis, DCF valuation, capital structure modeling, LBO, and merger modeling.
  • Strong ability to work on unstructured and open-ended requests.
  • Prior experience working with clients and various stakeholders.
  • Knowledge of databases such as Bloomberg, CapIQ, Pitchbook, Reuters, Factset, and Mergermarket.
  • Excellent proficiency in MS PowerPoint and MS Excel.
  • Ability to work with sales teams on business development activities.
  • Participate in new client discussions, conduct workshops, and demos.
  • Transition new engagements from client site 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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