Financial Analyst- Advisory
9 hours ago
Job Title: Financial Analyst – Advisory (Valuation, Financial Due Diligence & Investment Banking)
Location: Gurgaon
Firm Type: Boutique Advisory Firm
Reporting To: Partner
About the Firm:
We are a boutique advisory firm specializing in
M&A, fundraising, valuation, and financial due diligence
for mid-market companies across India and overseas. Our work spans multiple sectors including
healthcare, manufacturing, sustainability, consumer, and technology
. The firm provides a hands-on, entrepreneurial environment offering exposure across the full transaction lifecycle — from deal origination to closure.
Role Overview:
The role of
Analyst
is designed for professionals seeking a
diversified exposure
across
valuation, financial due diligence, and investment banking
. The candidate will be an integral part of deal execution — working on financial modeling, valuations, diligence, investor materials, and client engagement — offering a holistic foundation in transaction advisory.
Key Responsibilities:
- Valuation:
- Build and maintain financial models for valuation using DCF, trading comparables, precedent transactions, and asset-based methods.
- Support in preparing detailed valuation reports and presentations for clients and investors.
- Financial Due Diligence:
- Conduct financial statement reviews, working capital and cash flow analysis, and quality of earnings assessments.
- Identify key financial and business risks, normalization adjustments, and deal sensitivities.
- Prepare concise diligence reports and coordinate with client teams during transaction reviews.
- Investment Banking / Transaction Support:
- Assist in the execution of live M&A and fundraising mandates, including deal structuring, investor outreach, and transaction documentation.
- Prepare client materials such as teasers, information memorandums, pitch decks, and management presentations.
- Research & Analysis:
- Perform in-depth market, industry, and company research to support transaction hypotheses and valuation assumptions.
- Track investor activity, M&A trends, and comparable deal metrics.
- Client & Internal Coordination:
- Collaborate with senior team members to ensure seamless delivery across valuation, diligence, and transaction mandates.
- Maintain trackers, timelines, and deliverables across multiple engagements.
Qualifications & Skills:
- Bachelor's or Master's degree in
Finance, Commerce, Economics, or Management
(CA / CFA / MBA preferred). - 0–2 years of relevant experience in
valuation, financial due diligence, investment banking, consulting, or transaction advisory
. - Strong knowledge of
financial statements, valuation techniques, accounting principles, and transaction processes
. - Excellent proficiency in
Excel (financial modeling), PowerPoint, and report preparation
. - Strong analytical, quantitative, and problem-solving skills with high attention to detail.
- Ability to work independently in a fast-paced, entrepreneurial environment.
- Effective communication and presentation skills.
What We Offer:
- Exposure across
Valuation, Financial Due Diligence, and Investment Banking
mandates. - Direct interaction with founders, investors, and senior management.
- Steep learning curve and fast-track growth in a merit-driven, collaborative culture.
- Opportunity to work on
cross-border transactions and high-impact deals
.
Other points
· Candidate Location – Gurgaon/Delhi
· Email is –
· Job location – Delhi near ITO
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