Delivery Lead - Quantitative Research MandA

Position Title – Delivery Lead

Experience Level – 7-12 years of relevant experience.

Department – Consulting and Corporates

Location – Gurgaon

Position reports to – Assistant Director

Job Purpose

M&A and Portfolio Management

Key Responsibilities

• Working closely with strategy, growth portfolio, portfolio monitoring, corporate development and M&A team of the client
• Independently support across segments on valuation, model validation, investment research, investment memo, board presentation, investment thesis etc.
• Provide insight and financial analyze of the financial statements such as Income Statement, Balance Sheet, Cash Flow etc.
• Develop financial models for valuation, financial analysis, forecasting and budgeting purposes (using different methodologies; DCF, IRR, CM Multiple, Cap Rate, etc.)
• Ensure consistency in models and document the operation of models and finding from the client request
• Analyze financial and non-financial data to provide insights
• Strategic and financial fit assessment
• Financial and commercial due diligence support
• Investment Committee materials and deal packs
• Post-transaction performance tracking
• Business case development and financial analysis
• Scenario and sensitivity analysis
• Portfolio KPIs and performance dashboards
• Understand client objectives and design strategy, interpret and analyze information for accuracy, exhaustiveness, and applicability in resolving the research problem.
• Contributes toward managing project timelines and quality of deliverables in a manner to ensure “high client satisfaction”.
• Demonstrate strength and flair in client/requester relationship building and management.
  
  

• Experience of about 7-12 years on performing financial modelling, due diligence, M&A and deal support, financial analysis, presentation, competitive & operational benchmarking studies, etc.
• Excellent knowledge & experience on preparation of high quality – power point presentations, excel based financial modelling & analysis.
• Experience on managing internal & external clients, delivering projects/assignments, building cases and scenario analysis.
• Expected to work independently or with minimal guidance
• Strong written and verbal communication skills
• Qualification as MBA / CFA/ CA
• Knowledge of various databases (Capital IQ, FactSet, Pitchbook, Bloomberg, etc.)