Associate/ Senior Associate Financial Research

About the Company

• Axience is a professional business services firm, established with a credo of delivering "Integrated Bespoke Solutions" for our clients
• We provide high quality bespoke and boutique style financial and business research services and have established ourselves as a well-regarded research firm delivering value-added and complex work to a strong client base, through a highly capable analyst and management team
• Our main offices are located in Mumbai (India) with small capabilities in Dubai (UAE) and Toronto (Canada) with extended sales and execution capabilities

Our Financial Research Team

The team supports reputable clients in the financial services industry including private equity and debt funds, investment banks, asset managers and family offices, among others. Our clients are spread across Europe, the US and the Middle East. As part of a team working on a variety of long-term and short-term engagements for global financial services firms / investors, you will gain extensive exposure to truly global professional standards.

Position(s):

We are currently looking to hire an experienced Associate / Senior Associate in our Financial Research vertical.

Associate / Senior Associate

An Associate / Senior Associate at Axience is hired typically from peer groups or related backgrounds with a minimum of 1 year of experience. The individual will work on financial / investment research projects with responsibilities that may include (but not be limited to):

• Work on various types of projects such as

• Support private equity clients in investment summaries, investment committee memos, sector analysis, company analysis, financial modelling and due diligence

• Support investment banking clients with preparation of pitch books, information memorandums / private placement memorandums, target identification, financial modelling, trading and transaction comps, industry research

• Support sell / buy side equity / credit research clients in initiating coverage, annual / quarterly maintenance of models and reports, sector studies and various thematic reports

• Take full responsibility of end-to-end execution of projects with low levels of required supervision (although seniors are always available for guidance)

• Be able to understand the requirements of complex financial and investment research projects
• Conduct thorough self-review of all work and be able to clearly communicate about the structure and content of deliverables to seniors
• A Senior Associate will be required to participate in client communication and talk clients through deliverables, as well as guide and review the work of juniors

Academic and professional background:

• 1-6 years of relevant experience in financial / investment research with exposure to one or more of the following areas:

o   Sell / buy side equity research (financial modelling and report writing)

o   Investment banking and private equity research

• CFA / MBA from top tier colleges with a strong academic record
• Prior experience of working in KPOs / captive units of international investment banks highly preferred

Required skills:

• Exceptional oral and written communication skills (English)
• Highly numerate with expertise in handling and analysing complex financial data
• Superior analytical, interpersonal skills and ability to dig deeper into problems and suggest solutions
• Ability to work on unstructured situations and projects

Contact

Candidates can also send their CV directly to with the appropriate subject line, for faster response.

• Only Mumbai based candidates or those that are willing to relocate will be considered
• The role is based in Mumbai and is fully work from office