135 Capital Iq Jobs - Page 6

Role: The GAC SPOD - Commercial team conducts business, financial, and market research to support and contribute to our clients business development initiatives. The position(s) would play a critical role in assembling custom pitches, collaterals, pre-meeting packages, Value books, Reporting, Operations, and executing other key activities aimed at strengthening our clients market position to secure new mandates. Some of these activities include: Functional Responsibility / Domain Related Crafting content such as Pre-Meeting Briefings, Value Books, and RFPs in PowerPoint format, tailored to specific companies or sectors for the Sales team. Undertake project-based tasks encompassing data management, research, analysis, and presentation development. Stay abreast of client products, services, industry dynamics, and competitive landscape. Assist in the preparation, review, and completion of Client Due Diligence Questionnaires. Identify resources and databases for prospect research, utilizing open sources such as Google, company websites, annual reports, etc. Conduct thorough competitor analysis, business research, and intelligence gathering. Gather economic and financial data relevant to specific sectors, regions, markets, or organizations. Perform market sizing and statistical analysis, translating key industry trends into actionable insights. Provide support for query handling, mailbox management, and Ratings 360 platform utilization. Generate mandated weekly/monthly reports and dashboards, leveraging business intelligence tools for data collation, mining, and dashboard/report creation. Client Management / Stakeholder Management Cultivate cordial and trust-based relationships with clients and internal teams across international locations, taking full ownership of service delivery for client processes. Candidate Profile: Proficiency in Advanced Excel, PowerPoint presentations, Power BI and other Microsoft tools. Exceptional verbal and written communication skills. Familiarity with financial markets and concepts is advantageous. Knowledge of Python is a plus. Experience with Bloomberg, Capital IQ, IHS Markit or similar financial platforms is preferred. Positive attitude with strong teamwork skills; adept at collaborating within an international team setting. Ability to cultivate client relations, actively engage in discussions with client teams, and communicate effectively. Essential Qualification: Bachelors/Master s degree or equivalent required with 0 -3 years relevant experience.

We provide trusted, objective advice and outstanding execution for companies around the world. If this resonates with your approach, then you ll soon feel welcomed and valued. It is our global approach to clients, transactions and project work, that creates diverse, inclusive teams that support our business and each other. We believe that our employees are critical to our success and are our most valuable asset. We seek individuals who have a winning track record of delivering innovative solutions and being a trusted partner to their clients. We invite you to explore global opportunities with us. Financial Sponsor Support Analyst at BDA Mumbai Financial Sponsor Support Analyst, Mumbai BDA Partners is seeking to recruit a highly motivated Analyst for Financial Sponsors Group based at our Mumbai office. We provide an excellent opportunity to work with high profile clients in cross-border deals involving Asia as well as mid-market Indian transactions across selected sectors focusing on sell-side, buy-side and capital raising. BDA s Financial Sponsors Coverage Group is one of the broadest and deepest in Asia, with seven senior bankers dedicated to the Private Equity community in Asia and 20 coverage bankers covering globally. You will play a critical role in supporting and promoting Financial Sponsor Group (FSG) activities, with a focus on market insights, client engagement, data management, and marketing support for our MUM team. You will collaborate closely with MUM senior bankers and internal teams to deliver high-quality research, analysis, and materials, enhancing our client coverage and relationship management within the private equity clients. Key responsibilities: Maintain and update profiles for portfolio companies and sponsors Coordinate target pipeline decks for sponsor meetings Update the private equity brochure and standardize profiles for pitches Lead planning and execution of PE-related events Manage data sources and systems for tracking opportunities Use advanced tools (e.g., Capital IQ, Salesforce) to monitor trends and client activities Ensure Salesforce dashboards are updated for PE activities Collaborate with IT for live reporting and regular activity tracking Build relationships with stakeholders, ensuring alignment with FSG services Proactively meet coverage KPIs and coordinate coverage meetings Serve as liaison with global FSG and MUM team to support Indian fund coverage Monitor and strategize upcoming target mandates with key partners Private Equity market insight & analysis Conduct research on market trends and produce PE trend reports. Provide insights on buyer behavior, comps, and deal flow for focus funds Qualifications required We are interested in candidates who meet the following criteria. Prior experience in finance or banking is highly desirable. Personal Competencies: Commercial savviness to trace opportunities in client universe Energy and drive to support the further development of the FSG business Highly motivated, enthusiastic and shows initiative Knowledge of relevant financial sponsor product suite is preferred All information received will be kept in strict confidence and used only for employment-related purposes. Unfortunately, given the number of applications we receive, only short-listed candidates will be contacted for an interview

Conducted commercial due diligence and market study Supporting the origination of investment opportunities in Public Equity Building financial models Performing valuation analyses, including comparable transactions and publicly trading companies Required Candidate profile Should have experience of Merger and Acquisitions Analytical, combining both quantitative and qualitative skills Practical knowledge of FactSet, Capital IQ, Bloomberg etc CFA Qualified preferred

To perform secondary primary research about the Company, organizational hierarchy and related business entities/relationships for all the customers of aerospace. Collecting information from various databases (Hoovers, Lexis Nexis) so as to provide credit to the customers. Creates requisite Author, Editor and reviewers pool/ base for the Consortiums delegated group of MBA (Management , Bussiness , Finance , Marketing , HumanResource , ) Journals (out of 40 nos.) project, and books, reports projects as well. Liaisons through e-mail with the authors, reviewers, editors of allocated group of journals

Job Description: Support Investment Bankers in the US on various financial and business research products, primarily: Writing Company Profiles / Industry Reports Comparable Company Analysis and Comparable Transaction Analysis Business Information Services Working on various applications and databases such as Capital IQ, Bloomberg, Thomson Research, Thomson One, Factiva etc. In-depth knowledge of financial instruments / terminologies Proficient in MS Office Prior experience in Excel, Word and PowerPoint Regular interaction with the client to ensure efficient process management and effective client support Working on Critical Projects / Pilots Qualifications: BA (Finance), CFA/ CA/ Graduate (B.COM/ BBA) + CFA Pursuing (at least Level 1 Qualified)/ Masters in Finance/ FRM Minimum 5 years of experience in Investment Banking and Financial Research Additional Information Work under high pressure and long hours Analytical mindset Good communication skills Problem solving capabilities Ability to work independently Handling client communication Attention to minute details

Key Responsibilities Prepare pitch books, capital structure analysis, information memorandum, loan and bonds term sheets & case studies, issuer maturity profiles, covenant analysis, credit memos, sales memos and road show presentations Prepare DCM market updates / newsletters including commentary, trading levels, recent issuances update, major economic events, Covenant / Debt headroom analysis creating various issuer / target related analyses including market analyses, company profiles, credit highlights, balance sheet analyses, credit ratings assessment, and competitive benchmarking Helping the client in preparing and collating Investor Profiles for road show schedules Bond market, Leverage Finance or Loan Syndication experience supporting an Investment Bank (mandatory) is required Key Competencies Post-Graduation in Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.) 4-6 years of experience in the Investment banking space Well versed with Microsoft Office - Word, Excel and Power Point Ability to handle pressure of working in fast-paced environment, strong problem-solving skills Excellent communication skills, both written and verbal Should be able to work independently, with minimal guidance and support Prior experience in handling clients directly through calls / mails Working knowledge of database such as Bloomberg, CapitalIQ, Factset, Thomson, etc

Key Responsibilities Will be responsible for working as part of the dedicated team for an investment bank Supporting our clients on multiple industries including Consumer, IT/ BPO, Telecom, Real Estate, Infrastructure, Healthcare, Metal & Mining, Retail, Oil & Gas, FIG, Services Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, etc. Preparing pitch books, industry research, deals & peers screening, company profiles and company focused discussion documents related to various industries. Meeting project timelines and quality of deliverables in a manner to ensure high client satisfaction. Conducting quality control check of the outgoing reports / packs Engaging client independently on calls and e-mails Other responsibilities include: Scoping the new projects, structuring deliverables/new research products Producing high quality informative and visually appealing presentations and deck Demonstrating strength and experience in client / requester relationship building and management, information / knowledge needs assessment Key Competencies MBA/ CFA/ CA 4-5 years of experience in the Investment banking space Experience of working Investment banking projects, including: Detailed financial analysis with knowledge / experience of working on financial statements Target identification, Trading and Transaction comps o Benchmarking, Ratio analysis Pitch book / IM support and company profiles Macro-economic and industry overviews with experience working across various industries Bespoke qualitative research Should be able to work independently, with minimal guidance and support Prior experience in handling clients directly through calls / mails Excellent written and spoken communication skills Should be well versed with MS Office suite specially Microsoft Excel, Word, and Power Point Working knowledge of database such as Bloomberg, CapitalIQ, Factset, Thomson, etc.

Job title Senior Research Analyst Location Powai, Mumbai Experience 2-5 years Notice Period Not more than 30 days Job Duties Create on-demand discrete deliverables (i.e. industry / company profiles, market maps, detailed comparables etc.) Prepare detailed profile of select industry/company, which includes market size, key drivers, risks, business models and competitive overview Create in-depth operational and financial benchmarking for select sectors Build trading and transaction comps to arrive at appropriate valuation multiple for target companies using Capital IQ, Spread historical financials/metrics of private/public companies in excel Build company and industry presentation decks capturing key investment thesis Qualification MBA in Finance from premier institution or Chartered Accountant Skills Required Strong accounting knowledge with ability to build detailed financial models Excellent Excel and PowerPoint skills (must) Experience in Investment banking and/or private markets High level of attention to details and accuracy Strong communication skills – should be able to articulate well with clients over phone and email in English Knowledge of Capital IQ, Pitchbook, Bloomberg is an added advantage Position 1 About CRISIL Global Research and Risk Solutions (GR&RS) – CRISIL GR&RS serves corporates, investors and financial institutions – including commercial and investment banks, insurance companies, private equity (PE) players and asset management companies (AMCs) – globally helping them make sound decisions, improve productivity, increase revenue, enhance returns and strengthen market position. Our research support imparts superior business insights to clients, improves their institutional ranking, leads to path-breaking strategies, and helps widen their coverage and enter new markets. Our seasoned derivatives, quantitative, risk and actuarial specialists offer incisive analytics for the internal models of clients, measure risks in real-time, and help transition to a more robust risk and trading platforms in a fast-changing environment. Our specialists also help comply with regulatory requirements, model validation, stress testing and Solvency II.

Key Role Deliverables Working on financial and market research databases and ensuring workflow coordination across teams Handling data aggregation tasks like PIBs, research reports, company & people profiles, etc. to building templates from scratch, conducting competitive landscaping, screening companies for comparable analysis and market research Synthesizingthe data and presentingitinastructured manner Well versed with industry, economic & complex company-related research Managingand effectively resolvingall incoming queries from clients within agreed SLA Mentoring a team of Analysts andreportingto a Senior Associate/VP Responsible for checkingAnalystworkto ensure it is client-ready and serve as a point of contact for clients Prerequisites Experience in working on financialdatabaselikeCapIQ, PitchBook,Preqin,Dealogic, EIKON, IDC,Mergermarket, FactSet, Euromonitor, EIU, Factiva, Fitch Solutions (BMI),etc. Strong financeand financial reportingknowledge Excellent communication, time,and team managementskills Screening, market andindustryresearch andcompetitor analysisexpertise Well versed with MS Office Suite Experience 3 to 7 years of working experience (preferably in three or more databases mentioned above) Education Finance graduate/ MBA (Finance) Compensation The compensation structure will be as per industry standards

Managers, typically come with 0-2 yrs of experience having demonstrated extensive knowledge of and/or success in professional services or corporate roles, helping companies define and evaluate corporate and business unit strategies and investment portfolios, reflecting market, competitive and other external drivers. Specific areas of focus and expertise include Corporate Strategy, Business Strategy, Deals Strategy, Digital Strategy, Market entry, GotoMarket and transformation projects. Highly evolved problem structuring, solving skills (which includes both a quantitative and a qualitative orientation); strong analytical thinking, ability to leverage and apply problem solving frameworks across a variety of industries, problem and situations Building productive and collaborative relationships with team members and proactively providing and seeking guidance, clarification, and feedback; Mandatory skill sets Go To Market Strategy Preferred skill sets Demonstrated academic leadership achievement Real thought leadership, combined with strong analytical and problemsolving skills (which includes both a quantitative and a qualitative orientation); Have reputation of a creative thinker and be able to solve complex problems Demonstrated ability to lead teams to drive results and outcomes in a dynamic environment