Principal Consultant-Investor Transformation

About the team/Practice Area

The Investor Transformation team in Frost & Sullivan drives and manages relationships with the financial services community and leads our efforts in providing advisory / consulting engagements to them. Leading customer segments include investment banks, commercial banks, insurance companies, venture / corporate venture capital companies, private equity firms, and institutional fund managers, as well as diversified conglomerates and corporations, among others.

About the Role 

The team empowers forward-thinking investors and corporates to help capital markets activities (public and private), strategize acquisition strategies, enhance due diligence, and execute with confidence across the full investment lifecycle. From origination and M&A advisory to value creation and strategic exit planning, our experts combine deep industry knowledge, proprietary tools, and global benchmarking to drive faster, more profitable investment outcomes.

 In terms of specific activities, the Investor Transformation Practice meets the needs of clients in all aspects of proprietary / customized research, due diligence, idea generation, opportunity analysis, market monitoring, financial modeling/ feasibility studies, investment valuation, mergers & acquisitions support and Independent Market Research (IMR) especially for IPO listing and corporate exercises.

 We are now looking for candidates with integrity who are results driven, self-motivated achievers with proven project and team management skills who will work conscientiously to drive the next level of growth for BFS in Asia. This position is based out of our Mumbai office.

Responsibilities

Your position as an Associate Director / Principal Consultant will include but not limited to the following key responsibilities:

• Pre-sales / business development support
  • Work directly or with the designated account manager(s) to engage clients / prospective clients and prepare proposals as well as lead the pitch with them
  • Develop, structure and present proposals / concept notes based on client needs
  • Development of thought leadership articles / webinars / participation in events to support brand visibility and business growth
• Project Fulfillment and Project Management
  • Lead project fulfillment and manage projects to ensure client expectations are met within stipulated timelines with high levels of engagement. Key role in delivering projects on time with a high degree of quality to achieve high customer satisfaction / NPS.
  • Active involvement and guidance to the project team members from inception to conclusion of the project.
  • Lead project progress reviews and contribute in development of the analytical frameworks, financial models and outputs as per client requirements and timelines including industry research.
  • Carry out proper and rigorous QC / Reviews to ensure accuracy and consistency of the data, analysis and models
  • Coaching and mentoring the team as well as drive team development & skills upgradation .

Core Skills:

• Excellent Excel skills with proven expertise in creating financial and investment models.
• Experience in building financial models for feasibility studies, enterprise valuation, financial forecasting, market models, scenario & sensitivity analysis as well as risk analysis.
• Strong competence in using MS Word, MS Powerpoint.
• Problem solving ability.
• Team management and team development especially leading multi-locational / cross border teams in different time zones.
• Time management and ability to work under pressure.
• Good communication and presentation skills (verbal and written) in English.
• Experience in use of PowerBI is preferable.

Required Competencies

We're looking for candidates who -

• Masters/Bachelors' Degree from a reputable institution with a Finance degree, preferably MBA Finance. A Level 3 CFA certification (or equivalent) will be an added advantage.
• Strong capability in financial / business modeling activities with prior experience in a research / consulting /advisory environment -(10+ years for Associate Director / 7-8 years for Principal Consultant)
• Strong customer orientation with an ability to understand client requirements; conceptualizing & building financial models based on industry / market knowledge
• Strong and proven problem-solving abilities and proactive
• Good interpersonal and organizational
• Deep knowledge about accounting & financial concepts and valuation. Understanding of the methods / approaches of valuation for early stage and technology companies is also required.
• Prior experience in analyzing financial information and transactions, performing sensitivity analysis, preparing financial statements (income statement, cash flow, valuations, etc.) as well as building models for decision support.
• Good understanding of capital markets and financial transactions including due diligence processes. Ability and prior experience in capital structure analysis and risk management preferable.
• Prior experiences in corporate finance, transactional services, M&A advisory and consulting services with exposure to diverse industry segments and value chains will be beneficial.
• Proven experience in guiding & leading remote teams with different cultural and ethnic backgrounds.
• Are Well-organized and detail-oriented
• Take ownership to work independently with remote supervision
• Can multi-task and meet tight deadlines
• Are disciplined and adhere to high-quality standards
• Is a strategic thinker; understands how operational activities are vital in supporting the overall strategy of the business

What will make you succeed at Frost & Sullivan?..

You need to be-

• Wildly curious and entrepreneurial
• Committed to customer success
• A self-starter invested in your future
• A persuasive communicator
• Deeply Analytical
• Excited about Disruptive Trends

Benefits

• A friendly work environment with an 'open door' policy
• A strong career path with growth opportunities.
• Be part of a global team that strives for excellence, and fosters an Olympic spirit
• Feed your intellectual curiosity by collaborating across all levels of the company across the globe
• Global Recognition - President's Club & Chairman's Club Awards
• Continuous learning and coaching
• Flexible work policy
• Attractive Medical and Accident insurance?

About Frost & Sullivan

Frost & Sullivan, the Transformational Growth Journey Company, has spent more than 60 years partnering with clients to develop transformational growth strategies by focusing on innovation and growth opportunities driven by disruptive technologies, mega trends, emerging markets and new business models. Today, more than ever before, companies must innovate, not only to survive, but thrive in the future. Our Growth Pipeline Management (GPM) system supports clients by identifying and evaluating new growth opportunities and serves as the foundation for continuous growth. This is your opportunity to be part of a revolutionary global team that truly inspires positive global changes by innovating to zero.  Learn more about Frost & Sullivan at

Frost & Sullivan is committed to a work environment free of all forms of discrimination.  Frost & Sullivan recruits and hires without regard to race, color, religion, gender, marital status, age, disability, national origin, veteran status, or sexual orientation.

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