518 Dcf Jobs - Page 8

Line of Service Advisory Industry/Sector Not Applicable Specialism Deals Management Level Associate Job Description & Summary At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. Those in corporate finance at PwC will provide strategic financial advice and solutions to help clients navigate complex business transactions and optimise their capital structure. You will analyse financial data, conduct due diligence, and assist in mergers, acquisitions, and divestitures. *Why PWC At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purpose-led and values-driven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us . At PwC, we believe in providing equal employment opportunities, without any discrimination on the grounds of gender, ethnic background, age, disability, marital status, sexual orientation, pregnancy, gender identity or expression, religion or other beliefs, perceived differences and status protected by law. We strive to create an environment where each one of our people can bring their true selves and contribute to their personal growth and the firm’s growth. To enable this, we have zero tolerance for any discrimination and harassment based on the above considerations. " Job Description & Summary: A career within Corporate Finance team will provide you the opportunity to deliver innovative deal solutions to our clients. We help clients across industries originate, create, execute, and realize value from deals. Our team offers strategic advice to investors and companies undertaking mergers and acquisitions or investment opportunities. Responsibilities · Preparing pitches / proposals for deal sourcing, · Deal execution: • Collateral preparation (complex financial models for M&A and funding transactions, information memorandum, teasers, valuation using different valuation approaches such as relative valuation, DCF, replacement cost, etc.), • Preparation of investor long and shortlists and outreach for marketing, • Preparation of responses to investor queries during marketing and due-diligence, • Industry research for market sizing, competition landscape, research for trading and transaction comps, research for investor identification and outreach, • Joining negotiation discussions on term sheets and documentation / deal closure. · Preparation of engagement letters, assistance with internal administrative matters such as invoicing, approvals, etc. · Participation in client and investor meetings and calls Mandatory skill sets: · Strong knowledge of Microsoft Office (Word, Excel, Ppt) · Strong analytical and strategic thinking and exceptional communication skills Preferred skill sets: Investment banking Years of experience required: 1 – 3 years Education qualification: Post Graduation Education (if blank, degree and/or field of study not specified) Degrees/Field of Study required: Master Degree Degrees/Field of Study preferred: Certifications (if blank, certifications not specified) Required Skills Investment Banking Optional Skills Accepting Feedback, Accepting Feedback, Acquisition Strategy, Active Listening, Business Valuations, Buyouts, Capital Raising, Client Confidentiality, Client Management, Client Onboarding, Communication, Contract Negotiation, Contractual Agreements, Corporate Development, Data Analysis, Data Rooms, Deal Sourcing, Deal Structures, Debt Restructuring, Discounted Cash Flow Valuation, Emotional Regulation, Empathy, Finance, Financial Due Diligence, Financial Forecasting {+ 24 more} Desired Languages (If blank, desired languages not specified) Travel Requirements Not Specified Available for Work Visa Sponsorship? No Government Clearance Required? No Job Posting End Date

Qualification & Experience: CA first attempt at all levels 2018-2020 batch CA Experience – 5-7 years in industry (at least 3 years in the M&A function) or investment banking or due diligence in Big 4 consulting firms. Key Deliverables of the Role: Track market trends, sector developments, and potential targets in line with the strategic priorities of the organization. Creating a pipeline of potential assets and collaborate with internal teams to evaluate and analyze opportunities in line with the strategic agenda of the organization. Conduct strategic and financial assessments including synergy analysis, commercial due diligence inputs and valuation modeling (DCF, comparable comps, precedent transactions). Undertake & co-ordinate due diligence including Legal, Tax & Financial DD for potential targets. Formulating deal structure keeping in mind the IND AS, Taxation and funding requirements. End to end Project Management for any M&A transaction. Engage with senior internal stakeholders across functions and business units. Manage relationships with professional advisors including bankers, lawyers and consultants. Post M&A transition and integration with Marico. Knowledge, Skills & Competencies­: Business and Commercial acumen Financial modelling and valuation Networking and influencing skills Communication skills Data Analytics Reporting Relationships: Upwards – Head – M&A

Grow Your Staff is hiring an Asset Manager to work directly with a New York-based team. This is a remote, part-time position (40 hours/month ) with high-impact strategic responsibilities across real estate asset portfolios. Experience required : 3-7 years Location : Remote Time - Working hours between 6:00 PM and 3:00 AM IST Type of employment: Part-time - Up to 40 hrs/ month About the role: The Asset Manager will collaborate with internal stakeholders (investment and construction management teams) and external partners (property managers, GP/LP investors) to implement strategic asset plans across a portfolio of multifamily properties. The role demands strong financial acumen, real estate knowledge, and the ability to drive performance through data-backed investment decisions. Responsibilities Provide asset management direction for a portfolio of multifamily properties, including oversight of property managers and operating partners. Work with external asset managers to monitor and supervise property management contracts, performance, and budgets. Analyze and recommend investment decisions including leasing, financing, acquisitions, and disposition strategies. Oversee the budgeting process and annual strategic planning for each property. Serve as the market expert for assigned territories; track market trends and submarket dynamics. Review performance reports, monitor operating metrics, and summarize key outcomes and risks. Track occupancy, revenue drivers, and operating expenses to maximize returns. Review property appraisals for accuracy and relevance to market comparables. Support property acquisitions and dispositions by performing due diligence and investment viability assessments. Participate in high-level analysis with investment teams to enhance portfolio results. Contribute to fund positioning and industry competitive research to support strategy development. Lead and manage strategic initiatives across the platform, including stakeholder coordination, content creation, and feedback integration. Conduct detailed site visits to assess prospective or current investments. Qualifications Bachelor's degree in Finance, Accounting, Economics, Business, or a related field (preferred). 5–7+ years of relevant real estate asset management experience, ideally with multifamily investments and joint venture partnerships. Experience managing portfolios within institutional-grade organizations, including assets under construction. Strong knowledge of financial and real estate concepts: NOI, IRR, DCF, cap rates, lease structures, rent models, and capital markets. Familiarity with real estate contracts including leases, sale agreements, JV, development, and loan documents. Proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook, Access) and other relevant tools. Strategic thinker with excellent analytical, modeling, and presentation skills. Entrepreneurial mindset and ability to operate independently while aligning with broader portfolio goals. Strong communication and stakeholder management capabilities.

Line of Service Advisory Industry/Sector Not Applicable Specialism Deals Management Level Associate Job Description & Summary At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. Those in corporate finance at PwC will provide strategic financial advice and solutions to help clients navigate complex business transactions and optimise their capital structure. You will analyse financial data, conduct due diligence, and assist in mergers, acquisitions, and divestitures. *Why PWC At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purpose-led and values-driven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us . At PwC, we believe in providing equal employment opportunities, without any discrimination on the grounds of gender, ethnic background, age, disability, marital status, sexual orientation, pregnancy, gender identity or expression, religion or other beliefs, perceived differences and status protected by law. We strive to create an environment where each one of our people can bring their true selves and contribute to their personal growth and the firm’s growth. To enable this, we have zero tolerance for any discrimination and harassment based on the above considerations. " Job Description & Summary: A career within Corporate Finance team will provide you the opportunity to deliver innovative deal solutions to our clients. We help clients across industries originate, create, execute, and realize value from deals. Our team offers strategic advice to investors and companies undertaking mergers and acquisitions or investment opportunities. Responsibilities · Preparing pitches / proposals for deal sourcing, · Deal execution: • Collateral preparation (complex financial models for M&A and funding transactions, information memorandum, teasers, valuation using different valuation approaches such as relative valuation, DCF, replacement cost, etc.), • Preparation of investor long and shortlists and outreach for marketing, • Preparation of responses to investor queries during marketing and due-diligence, • Industry research for market sizing, competition landscape, research for trading and transaction comps, research for investor identification and outreach, • Joining negotiation discussions on term sheets and documentation / deal closure. · Preparation of engagement letters, assistance with internal administrative matters such as invoicing, approvals, etc. · Participation in client and investor meetings and calls Mandatory skill sets: · Strong knowledge of Microsoft Office (Word, Excel, Ppt) · Strong analytical and strategic thinking and exceptional communication skills Preferred skill sets: Investment banking Years of experience required: 1 – 3 years Education qualification: Post Graduation Education (if blank, degree and/or field of study not specified) Degrees/Field of Study required: Master Degree Degrees/Field of Study preferred: Certifications (if blank, certifications not specified) Required Skills Investment Banking Optional Skills Accepting Feedback, Accepting Feedback, Acquisition Strategy, Active Listening, Business Valuations, Buyouts, Capital Raising, Client Confidentiality, Client Management, Client Onboarding, Communication, Contract Negotiation, Contractual Agreements, Corporate Development, Data Analysis, Data Rooms, Deal Sourcing, Deal Structures, Debt Restructuring, Discounted Cash Flow Valuation, Emotional Regulation, Empathy, Finance, Financial Due Diligence, Financial Forecasting {+ 24 more} Desired Languages (If blank, desired languages not specified) Travel Requirements Not Specified Available for Work Visa Sponsorship? No Government Clearance Required? No Job Posting End Date

Kroll provides clients with Valuation Advisory Services, Corporate Finance, Governance Risk Investigations & Disputes and Cyber Risk operational support services to the firm’s subsidiaries across the globe. The Global Business Solutions (GBS) – Portfolio Valuations Advisory Services teams in India operates as an extension of our global offices and works very closely with their counterparts in the US and EMEA on diverse nature of valuation engagements across industries. Kroll Portfolio Valuation practice specializes in assisting clients with the valuation of alternative investments, specifically securities and positions for which there are no "active market" quotations such as illiquid securities for hedge funds, private equity funds, business development corporations and fund of funds. Kroll team is looking for consultant who will be involved in providing support to our global valuation practice. The opportunity is ideal for professionals who are interested in learning global best practices, tools and techniques by working on valuation engagements for global clients. We are looking for Analyst’s who will be involved in providing support to our global portfolio valuation practice. The opportunity is ideal for professionals who are interested in learning best practices, tools and techniques by working on valuation engagements for our clients. Day-to-day Responsibilities Building long-term client relationships through exceptional client service including a deep understanding of the client and their needs, exceptional responsiveness, and the delivery of the highest quality service and work product Developing deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge through training and mentoring Managing client engagements from day-to-day interaction with the client through to staffing and managing the resources and work plan through to timely completion Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit Project management including client interviewing, engagement economics, team management, report writing, research and tracking market and industry information Model building and reviewing - DCF models, comparable company models, stock option models, financial instrument, and loan valuations Writing industry reports on emerging sectors and coverage reports on valuation of global Unicorns in the emerging sectors Essential Traits Minimum of 0-2 years of valuation-related work experience in financial services CA, Master's degree in Finance, Accounting or Economics or equivalent thereof (e.g., CFA); or MBA from an accredited college/university Proven technical skills, proven analytical and problem-solving skills Demonstrated leadership experience including managing and developing client relationships as well as mentoring and developing staff Demonstrated verbal and written communication skills, comfortable speaking with senior management and in front of an audience Ability to manage confidential, sensitive information About Kroll Join the global leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients’ value? Your journey begins with Kroll. In order to be considered for a position, you must formally apply via careers.kroll.com . Kroll is committed to equal opportunity and diversity, and recruits people based on merit

Kroll provides clients with Valuation Advisory Services, Corporate Finance, Governance Risk Investigations & Disputes and Cyber Risk operational support services to the firm’s subsidiaries across the globe. The Global Business Solutions (GBS) – Portfolio Valuations Advisory Services teams in India operates as an extension of our global offices and works very closely with their counterparts in the US and EMEA on diverse nature of valuation engagements across industries. Kroll Portfolio Valuation practice specializes in assisting clients with the valuation of alternative investments, specifically securities and positions for which there are no "active market" quotations such as illiquid securities for hedge funds, private equity funds, business development corporations and fund of funds. Kroll team is looking for consultant who will be involved in providing support to our global valuation practice. The opportunity is ideal for professionals who are interested in learning global best practices, tools and techniques by working on valuation engagements for global clients. We are looking for Analyst’s who will be involved in providing support to our global portfolio valuation practice. The opportunity is ideal for professionals who are interested in learning best practices, tools and techniques by working on valuation engagements for our clients. Day-to-day Responsibilities Building long-term client relationships through exceptional client service including a deep understanding of the client and their needs, exceptional responsiveness, and the delivery of the highest quality service and work product Developing deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge through training and mentoring Managing client engagements from day-to-day interaction with the client through to staffing and managing the resources and work plan through to timely completion Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit Project management including client interviewing, engagement economics, team management, report writing, research and tracking market and industry information Model building and reviewing - DCF models, comparable company models, stock option models, financial instrument, and loan valuations Writing industry reports on emerging sectors and coverage reports on valuation of global Unicorns in the emerging sectors Essential Traits Minimum of 0-2 years of valuation-related work experience in financial services CA, Master's degree in Finance, Accounting or Economics or equivalent thereof (e.g., CFA); or MBA from an accredited college/university Proven technical skills, proven analytical and problem-solving skills Demonstrated leadership experience including managing and developing client relationships as well as mentoring and developing staff Demonstrated verbal and written communication skills, comfortable speaking with senior management and in front of an audience Ability to manage confidential, sensitive information About Kroll Join the global leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients’ value? Your journey begins with Kroll. In order to be considered for a position, you must formally apply via careers.kroll.com . Kroll is committed to equal opportunity and diversity, and recruits people based on merit

Role & responsibilities Lead and coach team(s) of 8-10 valuation professionals across single/multiple offices/geos with the end-to-end preparation of valuations of illiquid investments (equity and debt valuation) within the portfolio valuations space. Lead workflow management, staffing, quality review, project timelines and team utilization •Ensure high quality timely delivery of projects by self and the team members Provide review support and executing complex valuation projects on an end-to-end basis Guide team on relevant accounting standards as well as issue based / project specific topics Contribute to and execute the growth strategy of the team(s) including markets / products to be addressed, and create skill sets and structures / org. to facilitate the growth and scalability •Increase KGS integration with onshore teams and play active role in business generation from existing and new onshore teams Establish and maintain strong connect with the onshore teams(s) to drive business outcomes for the KGS team(s) Look after recruitment, learning and development and performance management of the team(s) Lead at least one CF team level task force and contributing to pan-DA initiatives Preferred candidate profile CA / CFA / MBA (Specialization in Finance & Investment Management) The candidate must have 7+ years of working experience in portfolio valuations role Expertise over advanced valuation techniques for business valuations (DCF, GPCM, GMAC, Guideline transcation method, Guideline company method etc.) Strong knowledge and hands on experience of equity allocation methods (OPM, CVM, PWERM, etc) Ability to multi-task and manage multiple projects and handle critical situations Strong analytical and problem-solving skills

About Stellar Fusion Equity research today still relies heavily on manual, Excel-based workflows that are disconnected from modern tools and AI systems. Stellar Fusion was founded by top-ranked equity research analysts who understand the complexity of sell-side workflows and the challenges of evolving them. With AI now entering the mainstream, research firms have a rare opportunity to transform how they work. But the success of any AI strategy depends on the quality, structure, and completeness of the underlying data. Stellar Fusion helps research teams digitize financial models and centralize critical data without disrupting existing workflows. Our platform integrates directly with analyst-built models to create a structured data layer that supports collaboration, enhances accuracy, and unlocks the potential for AI and automation. By modernizing the research infrastructure, we enable teams to scale insights, streamline processes, and improve how they work across internal systems and with external clients. Job Summary Role: Financial Analyst Location: Bangalore, Karnataka (Onsite) Experience: 0 - 1 year in Fintech industry or related role Key Responsibilities 1. Build robust and scalable financial models from scratch using DCF Valuation by interpreting and leveraging information from SEC filings (10-K, 10-Q, etc.) and US, UK and Middle East based company’s financial reports to support business forecasting, scenario planning, and investment decision-making. 2. Ensure high levels of accuracy and speed in entering financial and operational data, maintaining clean and organized datasets across systems. 3. Leverage our in-house technology extensively to digitize newly built financial models and ensure their seamless integration into our platform, while actively contributing to the improvement of the tool by providing structured feedback based on real-time usage and model uploading experience. 4. Support the finance team in updating existing financial models with new data and assumptions. 5. Collaborate closely with the tech team to test the functionality and performance of our in-house software, identify issues, and report bugs or inconsistencies to ensure a smooth and reliable user experience. Qualifications 1. Required: CA /CMA /MBA (Finance/IT)/CFA- 1& 2/B-Tech (CS/AI/Data Science) with 0–1 year of experience in fintech or a related field. Tech candidates with proven finance knowledge are also welcome. 2. Preferred: Exposure to financial reporting and analysis in tech or SaaS environment is a plus. Required Skills · Strong knowledge of DCF valuation and the financial statements. · Solid understanding of GAAP and non-GAAP accounting. · Experience or internship background in fintech preferred. · Proficiency in financial modeling and Microsoft Excel. · Fast and accurate with data entry. · Passionate about technology and innovation in finance. Additional Skills (Added advantage) · Knowledge of SEC filings and other financial reporting. · Basic understanding of Python and AI tools.

Key Responsibilities Net Debt Facilitate consolidation, reconciliation and submission of net debt inputs into DCF models Net debt inputs include but are not limited tofund line of credit, NAV facilities, cash balances and other assets & liabilities Fund Operations Perform fund inception to date upload of all fund cashflows for U.S. opportunistic and open-ended funds Perform one-time reconciliation with DCF models against Anaplan and Niagara extracts Report and investigate into any differences between DCF models and fund accounting systems Perform quarterly fund accounting on actual and accrual-based capital calls and distributions Debt Management Design and create an excel template on property-level Chatham inputs Liaise with Revantage Capital Market Team to confirm debt movements Ensure debt balances tie to investments before generating summary for business teams Masters degree Major/Minor in Finance Exceptional quantitative aptitude and skill set with a mastery of Microsoft Office applications Previous background with valuations ChathamDirect / iLevel / iLevel Cash Transactions Module proficiency Ability to work as an individual contributor and manage multiple priorities in a fast paced, fluid environment Rigorous analytical mindset with a high level of intellectual curiosity, self-learning ability and excellent problem-solving skills Acute focus on attention to detail, accuracy, and data validation Effective communication skills (listening, verbal, and written) Excellent interpersonal and teamwork skills Sound judgment and discretion Strong initiative, energy and confidence completing assignments with limited supervision Key Responsibilities Net Debt Facilitate consolidation, reconciliation and submission of net debt inputs into DCF models Net debt inputs include but are not limited tofund line of credit, NAV facilities, cash balances and other assets & liabilities Fund Operations Perform fund inception to date upload of all fund cashflows for U.S. opportunistic and open-ended funds Perform one-time reconciliation with DCF models against Anaplan and Niagara extracts Report and investigate into any differences between DCF models and fund accounting systems Perform quarterly fund accounting on actual and accrual-based capital calls and distributions Debt Management Design and create an excel template on property-level Chatham inputs Liaise with Revantage Capital Market Team to confirm debt movements Ensure debt balances tie to investments before generating summary for business teams Mandatory Skills: Institutional_Finance_Buy_Side_Others. Experience1-3 Years.

A CALLOUT TO CA RANKERS BATCH 2025!! Position Title: Analyst Location: Mumbai Job Overview : A great opportunity for CA rankers of May 2025 batch!! An amazing opportunity! As an Investment Banking Analyst, you will play a key role in supporting the deal team in the execution of investment banking transactions, including mergers and acquisitions (M&A), capital raises, and other financial advisory services. You will work closely with senior bankers and clients to analyse financial data, prepare presentations, and contribute to the development and execution of strategic initiatives. Job Description: Financial Model : Develop, maintain, and analyse complex financial models to evaluate investment opportunities, forecast future financial performance, and assess the impact of different strategic options. Perform valuation analyses using various methodologies, such as Discounted Cash Flow (DCF), Comparable Company Analysis (Comps), and Precedent Transactions. Market Research : Conduct extensive industry research to support senior bankers in understanding market trends, competitive dynamics, and potential opportunities. Analyse economic and financial data to identify trends, assess risks, and develop recommendations. Transaction Support : Assist in the preparation of client presentations, pitch books, and other marketing materials for M&A, equity offerings, and debt issuances. Support the due diligence process, including data gathering, financial analysis, and coordination with various stakeholders. Client Interaction : Participate in meetings and calls with clients to discuss strategic options, present findings, and provide updates on ongoing projects. Prepare detailed client reports and presentations that summarize financial analysis, strategic recommendations, and deal terms. Deal Execution : Work closely with senior bankers and other team members to execute transactions, including drafting offering memoranda, coordinating with legal and accounting advisors, and managing project timelines. Monitor the progress of deals, ensuring that all aspects of the transaction are moving forward as planned. Data Management : Organize and manage large sets of financial data, ensuring accuracy and accessibility for the team. Create and maintain databases of market and financial information for use in analysis and client presentations. Education Qualifications : CA Rankers Skills : Analytical Skills : Strong quantitative and analytical abilities to assess financial statements, create financial models, and conduct valuations. Communication Skills : Excellent verbal and written communication skills for presenting complex financial data in a clear and concise manner. Attention to Detail : High level of accuracy and attention to detail in preparing financial models, reports, and presentations. Time Management : Ability to thrive in a dynamic and demanding environment working long hours. Multi-tasking and meeting accelerated schedules and urgent deadlines with a short turnaround time. Technical Proficiency : Advanced knowledge of Excel, PowerPoint, and financial databases (working knowledge of Bloomberg, Capital IQ will be an advantage) Experience : Prior internship experience in investment banking, corporate finance, or a related field is highly desirable. Interested candidates please forward your CV to: novaahr@novaaone.com or call/WhatsApp Vaishnavi Lahane at +91 9221406728 Company Profile : NovaaOne Capital Pvt. Ltd. is a boutique investment bank focused on providing financial advice on mergers, acquisitions, restructurings and capital market advisory to corporations, financial sponsors & sovereign wealth funds, financial institutions, start-ups, AIFs and governments. We are a knowledge led organization with a deep understanding of multiple sectors, including technology-driven new economy sectors. True to our name, through our determined, value-driven, focused and yet nimble and innovative approach, we at NovaaOne aim to make a positive impact on our clients. Our entrepreneurial ethos, which stems from our leadership, percolates into our culture and people and drives our idea-based, knowledge-led and independent approach to complex situations. Our people, our ideas and our values are the core pillars of NovaaOne. We believe in building strong and deeply personal long-term relationships with all our partners; be it our clients, our people or the society at large. Know more about us: Website | LinkedIn

Acuity Knowledge Partners Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, data management, analytics, talent, and technology solutions to the financial services industry, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with proprietary technology, supports more than 650 financial institutions and consulting companies to operate more efficiently and unlock their human capital and transforming operations. Acuity is headquartered in London and operates from 16 locations worldwide. The company fosters a diverse, equitable and inclusive work environment, nurturing talent, regardless of race, gender, ethnicity or sexual orientation. Acuity was established as a separate business from Moody’s Corporation in 2019, following its acquisition by Equistone Partners Europe (Equistone). In January 2023, funds advised by global private equity firm Permira acquired a majority stake in the business from Equistone, which remains invested as a minority shareholder. For more information, visit www.acuitykp.com Basic Information Position Title – Senior Associate Experience Level – 3-6 Department – Private Markets Location – Gurgaon Position reports to – Assistant Director Job Purpose We are looking for dedicated and motivated individuals with strong leadership, organisational and teamwork skills for its Private Equity and Private Credit financial modelling team based in Gurgaon . Key Responsibilities Help clients to develop results-driven strategies, which include financial spreading and modelling, critical industry or market analyses, competitive benchmarking and opportunity assessments through in-depth research Assist clients with complex financial modelling assignments in the Private Equity and private credit space, working on a variety of models such as LBO, DCF and Investment models Valuate a variety of securities such as equity, debt and convertibles Perform trading and transaction comparable analyses and financial statements analyses by applying experience in credit research, including debt analysis, covenant monitoring, cash flow conversion, capital structure, etc. Creating comprehensive Investment Memos (IMs) and pitch decks for PE clients Analysing Investment Themes / Strategies: Evaluating attractiveness of the overall sector / geography / company focused investment themes and strategies of the fund Investment Opportunity Identification: Identifying emerging and high-growth sectors for investment assessment through market analysis such as market size, historical and projected growth rates, emerging market trends, key drivers, etc. Interact with senior professionals at private equity firms and corporations Conduct quality checks of client deliverables Other activities include structuring deliverables/teams and developing efficient processes Demonstrate strength and experience in client/requester relationship building and management and information/knowledge needs assessment. Key Competencies: Minimum of 2 years of experience in building financial models from scratch 3-6 years of experience in quantitative analysis, including financial spreading and modelling, investment memos, pitch decks, trading comps, transactions comps, benchmarking, company profiling, capital structure, debt analysis, etc. Chartered Financial Analyst, Chartered Accountant or Master of Business Administration from a top-tier business school.

Key responsibilities Will be responsible for working as part of the dedicated team for investment bank Industry studies, thematic research, mailers/newsletters, industry landscape and mapping, Company profiling (Public/Private), Industry / benchmarking analysis, preparation of pitchbooks, information memorandum, confidential information memorandums, buyer and target screening, prospect benchmarking and marketing materials, trading and comparable comps database, precedent transaction analysis, valuation methodologies (SOTP, Relative Valuation, DCF, LBO) and Client Coordination Provide high quality analysis on projects including critical industry or market analysis, company reports, ad-hoc requests, financial analysis, competitive benchmarking and opportunity assessments through in-depth secondary research Exposure to different sectors such as Industrial, Consumer, Healthcare, Technology etc. or Generalist. Focus on technology subsectors would be added advantage 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, information/knowledge needs assessment Key Competencies Good written and verbal communication skills Valuation of companies by building comprehensive financial models using DCF, LBO, M&A and relative valuation techniques 3+ years of experience in Investment banking MBA/CA

Job Title: Business Analyst / Sr. Business Analyst - Global Investment Banking Location: Bengaluru Work Experience: 0 to 3 years Qualification: MBA (Finance) / CFA L2 (USA) CTC: 4 to 6 LPA Work responsibilities would require the candidate to: Conduct research, analyze information and prepare reports. Develop investment pro-formas & financial models; research & analyze financial data; develop financial & narrative reports & prepare comparable analyses. Support the leadership team in collateral preparation and supporting business development activities. Train / educate new and / or junior team members. Ideal candidate should: Have a passion to learn, ability to multi task and willingness to work in situations that involve tight deadlines. Be comfortable to work in an unstructured environment and meritocratic culture Have good understanding of financial statement analysis and valuation methodologies Possess superior report writing, communication and presentation skills About the Organization: Anplify serves Global Investment Banks and Private Equity Funds for a spectrum of services including: 1. Pitch Book Preparation 2. Confidential Information Memorandum Preparation 3. Mergers and Acquisitions Transaction Support 4. Private Equity and Venture Capital Transaction Support 5. Equity Research Support 6. Company Valuation 7. Business Plan Preparation 8. Financial Modeling 9. Financial Planning & Analysis 10. Budgeting Support and Forecasting 11. Valuation & Business Modeling 12. Company and Industry Research 13. Business Research 14. Company Profiles 15. Partner Search Please check www.anplify.com for details about the company

Career Area: Finance Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. Your Impact Shapes the World at Caterpillar Inc When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. Job Summary We are seeking a skilled Accountant to join India Analytics CoE - Global Finance Services Division. The Incumbent would perform staff accounting functions that support business processes and gain experience with Caterpillar accounting practices. The preference for this role is to be based out of Whitefield Office, Bangalore, India What You Will Do From the outset, incumbent will be expected to be a contributing performer, doing staff level accounting work that supports business processes. Additionally, This Position Will: Gain an understanding of Caterpillar’s business and accounting practices, systems, and procedures. Learn and develop skills which result from the practical application of basic accounting knowledge, and Aid a project team or others in the work group. Accountants will be exposed to a variety of accounting functions and will accomplish a high level of compilation and basic analysis work, reviewing clerical input and generating reports. The accountant identifies relevant data and data sources, gathers, and analyses the information, and provides feedback. Typically, decisions will impact relatively medium to high risk issues and will be reviewed by a supervisor. A supervisor will direct the work, but this position does not require close supervision to be effective. Possible Areas Of Responsibility Are Varied, Including: Cost system maintenance Normals & machine rate development Abnormals identification & reporting Prime product and/or component cost monitoring & analysis Operations and/or product group budgeting and expense analysis Capital expenditure forecasting and reporting Standard and current cost grief resolution Support management with analysis for decision making in various projects and cost reduction programs New product Introduction (NPI) comprehensive support which includes determining discounted cash flow (DCF) and Internal rate of return of different projects Regional profitability reporting & analysis NPI support including future cost, should cost, alternative analyses and strategy OPACC determination & analysis Enterprise coordination and/or governance of costing activities Product group and/or operational strategy development & execution Low-cost producer analysis Post implementation audit (PIA) completion Development of new/alternative costing methodologies, processes, and/or systems The variety of accounting tasks ranges from low to medium complexity. Interaction outside the workgroup is typically with peers. As the Accountant gains experience, he/she will develop a technical understanding of more complex accounting issues and expand their decision-making capability. Accountants will continuously learn through training and experience. Learning at this level will focus on methods, processes and systems applied to accounting, developing communications skills and building What You Will Have Requires a fresher certified accountant (CA/CMA) with college degree in accounting and 3-5 years of experience in accounting preferably in a manufacturing environment. Part Qualified with 8-10 years of experience, postgraduate or an MBA. Good accounting background, thorough knowledge of accounting flow and related methods of recording in the General Ledger and knowledge in SAP environment (FI, MM & CO Module). Effective communications skills and a good understanding of computer systems especially in MS-Office and Financial Analytics Tool (Power BI, Tableau, Power Apps. etc.). Must demonstrate strong leadership, initiative, inter-personal skills, and ability to communicate effectively. 5 days work from office Skills Desired: Accuracy and Attention to Detail : Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision. Level Extensive Experience: Evaluates and makes contributions to best practices. Processes large quantities of detailed information with high levels of accuracy. Productively balances speed and accuracy. Employs techniques for motivating personnel to meet or exceed accuracy goals. Implements a variety of cross-checking approaches and mechanisms. Demonstrates expertise in quality assurance tools, techniques, and standards. Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems. Level Extensive Experience: Seeks discrepancies and inconsistencies in available information; explains variances. Organizes and prioritizes the sequence of steps to be taken to remedy the situation. Identifies many possible causes for a problem based on prior experience and current research. Quantifies the costs, benefits, risks and chances for success before recommending a course of action. Approaches a complex problem by breaking it down into its component parts. Chooses among a diverse set of analytical tools according to the nature of the situation. Decision Making and Critical Thinking : Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment. Level Working Knowledge: Applies an assigned technique for critical thinking in a decision-making process. Identifies, obtains, and organizes relevant data and ideas. Participates in documenting data, ideas, players, stakeholders, and processes. Recognizes, clarifies, and prioritizes concerns. Assists in assessing risks, benefits and consideration of alternatives. Effective Communications : Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Level Working Knowledge: Delivers helpful feedback that focuses on behaviors without offending the recipient. Listens to feedback without defensiveness and uses it for own communication effectiveness. Makes oral presentations and writes reports needed for own work. Avoids technical jargon when inappropriate. Looks for and considers non-verbal cues from individuals and groups. What You Will Get: Work Life Harmony Earned and medical leave. Relocation assistance Holistic Development Personal and professional development through Caterpillar ‘s employee resource groups across the globe Career developments opportunities with global prospects Health and Wellness Medical coverage -Medical, life and personal accident coverage Employee mental wellness assistance program Financial Wellness Employee investment plan Pay for performance -Annual incentive Bonus plan. Additional Information: Caterpillar is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, Caterpillar offers many job opportunities outside of the U.S. which can be found through our employment website at www.caterpillar.com/careers Posting Dates: Caterpillar is an Equal Opportunity Employer. Not ready to apply? Join our Talent Community.

Kroll provides clients with Valuation Advisory Services, Corporate Finance, Governance Risk Investigations & Disputes and Cyber Risk operational support services to the firm’s subsidiaries across the globe. The Global Business Solutions (GBS) – Portfolio Valuations Advisory Services teams in India operates as an extension of our global offices and works very closely with their counterparts in the US and EMEA on diverse nature of valuation engagements across industries. Kroll Portfolio Valuation practice specializes in assisting clients with the valuation of alternative investments, specifically securities and positions for which there are no "active market" quotations such as illiquid securities for hedge funds, private equity funds, business development corporations and fund of funds. Kroll team is looking for consultant who will be involved in providing support to our global valuation practice. The opportunity is ideal for professionals who are interested in learning global best practices, tools and techniques by working on valuation engagements for global clients. We are looking for a Consultant who will be involved in providing support to our global valuation practice. The opportunity is ideal for professionals who are interested in learning best practices, tools and techniques by working on valuation engagements for our clients. Day-to-day Responsibilities Building long-term client relationships through exceptional client service including a deep understanding of the client and their needs, exceptional responsiveness, and the delivery of the highest quality service and work product Developing deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge through training and mentoring Managing client engagements from day-to-day interaction with the client through to staffing and managing the resources and work plan through to timely completion Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit Project management including client interviewing, engagement economics, team management, report writing, research and tracking market and industry information Model building and reviewing - DCF models, comparable company models, stock option models, financial instrument, and loan valuations Writing industry reports on emerging sectors and coverage reports on valuation of global Unicorns in the emerging sectors Essential Traits Minimum of 2-3 years of relevant valuation-related work experience in financial services CA, Master's degree in Finance, Accounting or Economics or equivalent thereof (e.g., CFA); or MBA from an accredited college/university Proven technical skills, proven analytical and problem-solving skills Demonstrated leadership experience including managing and developing client relationships as well as mentoring and developing staff Demonstrated verbal and written communication skills, comfortable speaking with senior management and in front of an audience Ability to manage confidential, sensitive information About Kroll Join the global leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients’ value? Your journey begins with Kroll. In order to be considered for a position, you must formally apply via careers.kroll.com . Kroll is committed to equal opportunity and diversity, and recruits people based on merit

Associate Manager Investment Research and Advisory- 5 Years – Noida Location : Noida An exciting opportunity for investment research professionals to work in a high-impact, analytical role supporting top-tier global clients. This role is ideal for individuals with deep expertise in financial modelling, valuation, and equity research looking to lead teams and manage diverse global mandates. Your Future Employer- A global research and advisory firm with over two decades of excellence in delivering financial intelligence and insights to leading financial institutions across North America, EMEA, and APAC. Responsibilities Lead and manage equity research and valuation projects including ICRs, sector updates, DCF, LBO, and comparable models. Coach and review the output of junior team members to ensure quality deliverables under tight deadlines. Build strong understanding of client business models, geographies, sectors, and research objectives. Conduct deep-dive secondary research and financial analysis to support investment decisions. Create financial models, perform ratio analysis, and prepare reports like information memorandums and investor presentations. Requirements CA / CFA / MBA (Finance) with 5+ years of experience in equity/investment research. Proficient in financial modeling techniques including DCF, LBO, SOTP, and comparable company analysis. Strong command over financial statements, valuation methods, and financial ratios. Hands-on experience with tools such as Bloomberg, Capital IQ, Factiva, Merger Market. Exceptional communication, data interpretation, and stakeholder management skills. What is in it for you Direct interaction with global investment banks and buy-side firms. High visibility leadership role with opportunities to mentor and grow teams. Exposure to complex and high-value transactions across sectors and geographies. Fast-paced and intellectually stimulating environment with strong learning curve. Reach Us- If you think this role aligns with your career aspirations, kindly write to us along with your updated CV at parul.arora@crescendogroup.in for a confidential discussion on the opportunity. Disclaimer- We specialize in mid to senior-level hiring across domains. This opportunity is with one of our esteemed clients. We are committed to diversity and equal opportunity hiring. Note- We receive a large volume of applications, and will contact you within 7 days if your profile matches the requirements. Profile Keywords- Equity Research Jobs, Financial Modelling Jobs, CFA Jobs, MBA Finance Jobs, Associate Manager Research, DCF LBO Modelling, Investment Research, Noida Finance Jobs, Secondary Research, Financial Services Jobs, Gurgaon Jobs, Research Advisory, Crescendo Global

Workflow could include: Building and updating financial models with scenario analysis Carrying-out DCF, relative, SOTP and other relevant valuation methods Developing accurate assumptions and valuation with rationale Screening large datasets to identify investment ideas and assisting PMs/CIOs in their investment decisions Discussion investment ideas and stock updates with PM/CIO Preparing earnings reviews, preview, attend con calls and management meetings Preparing pitch notes/presentations, industry and thematic notes Creating and updating databases Collecting and analyzing news Handling ad hoc research request Maintain constant communication with the client and other stakeholders. The analyst should have Excellent financial modeling and research report-writing/presentation making skills Should have ability to think through drivers and KPIs across broad range of sectors Good client relationship management skills and communication skills An eye for details and ability to handle multiple workflows with tight deadlines Numerical abilities Building complex, error-free models with well-defined revenue/cost driver assumptions Carrying out earnings sensitivity analysis Providing own valuation views after carrying out relative, DCF-based or industry appropriate valuations Writing skills Writing in a logical and structured manner that requires minimal rework

We run a recruitment agency and help our clients hire top 1% talent. Our client is seeking experienced Investment Banking professionals to collaborate on an innovative project with a leading AI research lab. Overview Pay - 80-105 USD per hour (approx) Flexible workload: 10–20 hours per week Fully remote and asynchronous—work on your own schedule. The role involves contributing to the development and evaluation of advanced AI systems built to mimic real-world investment banking workflows. You'll help train, test, and calibrate AI agents on complex financial tasks derived from M&A, IPOs, debt offerings, equity research, and pitchbook development. Key Responsibilities Evaluate financial outputs produced by AI systems for quality and accuracy Calibrate AI decision-making processes in tasks such as valuation or modeling Simulate and audit pitch deck workflows, comps analysis, and due diligence Provide domain-specific feedback on AI-generated investment documents Collaborate asynchronously with product and AI teams to improve systems Ideal Qualifications Strong experience in Investment Banking, ideally at top-tier firms such as Goldman Sachs, JPMorgan, or similar Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a a related field Strong proficiency in financial modeling, DCF/LBO/Comps analysis, and valuation methods Familiarity with capital markets, M&A deal cycles, and transaction processes Excellent analytical, writing, and presentation skills Application & Onboarding Process Submit Resume & Application Form AI Interview A short, 15-minute conversational session (use desktop) designed to get to know your professional background, experience, and motivations. Rubric Calibration Assessment A structured, 30-minute task-based assessment (use desktop) that evaluates your ability to interpret project guidelines and assess the quality of AI-generated financial content.

We run a recruitment agency and help our clients hire top 1% talent. Overview Pay - 75 USD per hour (approx) Flexible workload: 10–20 hours per week Fully remote and asynchronous—work on your own schedule. Minimum duration: 1 month, with potential for extension. Our client is seeking experienced Chartered Financial Analysts (CFA Level II or III candidates) to collaborate on an innovative project with a leading AI research lab. This role involves evaluating and enhancing AI systems designed to replicate real-world financial analysis and modeling tasks. As a subject matter expert, you'll assess AI-generated financial models, forecasts, and investment analyses, ensuring their accuracy and relevance. Your insights will be instrumental in refining AI tools for applications in equity research, portfolio management, and financial planning. Key Responsibilities Review and validate AI-generated financial models, including DCF, LBO, and comparable company analyses. Assess the quality and accuracy of AI-produced investment research reports and forecasts. Provide detailed feedback to improve AI decision-making in financial analysis tasks. Collaborate with AI and product teams to enhance system performance and reliability. Ensure AI outputs adhere to industry standards and ethical guidelines. Ideal Qualifications CFA Level II or III candidate or charterholder. Bachelor’s degree in Finance, Economics, Accounting, or related field. Strong experience in financial analysis, investment research, or portfolio management. Proficiency in financial modeling and valuation techniques. Strong analytical and critical thinking skills. Excellent communication skills, both written and verbal.

Responsibilities: * Conduct fundamental research on companies * Present findings through clear financial models and reports * Market Monitoring & Idea Generation * Investment Research & Stock Analysis * Company Interactions * Portfolio Monitoring

Job Purpose Acuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team based in Gurgaon. Roles & Responsibilities 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 1-6 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 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. Interested can mail the resume on Payal.kapoor@acuitykp.com

Skills Required: Understanding and exposure to accounting, financial statements analysis and income tax. Proficiency in using research databases like Capital IQ , Merger Market, Bloomberg, Factiva, Thomson Reuters and others. Good understanding of corporate finance principles, corporate transactions, valuation techniques Advanced knowledge of Microsoft Excel and Microsoft Power point Responsibilities: Responsible for the analysis of financials, generating and analyzing of research information, preparation of company profiles and proposal supporting documents. Good working knowledge of intrinsic valuations (creating and reviewing DCF models) Proficiency with relative valuations and market multiples. Perform company and industry research. Write valuation reports and summaries analysis and conclusions. To actively participate in compiling proposals/business development activities. To contribute to practice development initiative, if possible – sales, people, solution development etc. The Candidate Should Have: Qualified Chartered Accountant (preferably cleared in the first attempt ) or MBA from a premier institute Minimum 5+ years of relevant experience Strong analytical, research, and organizational skills Ability to identify, prioritize, and resolve issues effectively Excellent report writing and documentation skills In-depth knowledge of Ind-AS and income tax regulations Exposure to IFRS (International Financial Reporting Standards) is a plus Proven ability to manage clients and stakeholder communication Strong skills in project execution , including multitasking and timeline management. Required Qualification Master of Business Administration (M.B.A.) ,CA (Charted Accountant) , Job Type: Full-time Pay: ₹2,400,000.00 - ₹2,800,000.00 per year Schedule: Day shift Application Question(s): Experience in Ind-AS (Indian Accounting Standards) and income tax? Years of experience in roles involving finance, valuation, or transaction advisory? ? Highest Qualification? Experience: Total : 6 years (Preferred) Work Location: In person

Company Overview:  Qode Advisors LLP is a SEBI-registered asset management firm offering Portfolio Management Services (PMS) to high-net-worth individuals and families. We combine a data-driven, quantitative investment framework with deep fundamental insights to deliver consistent, long-term returns. Backed by a team of 30 high-performing professionals, Qode Advisors is built on a foundation of research, discipline, and a strong focus on investor alignment. Primary Role: Analyze financial information to forecast business, industry, and economic conditions for use in making investment decisions. Conduct comprehensive research on assigned industries, companies, and sectors to identify potential investment opportunities. Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs. Monitor fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews. Prepare reports and presentations that contain detailed findings and recommendations and present these to senior management. Build and maintain financial models to assess the intrinsic value of companies. Perform comprehensive valuation analyses, including discounted cash flow (DCF), comparable company analysis (CCA), and precedent transaction analysis (PTA). Work closely with the investment team to develop investment strategies and make decisions about investment opportunities. Stay abreast of the latest academic research, industry trends, and emerging technologies in finance to enhance the research process continuously and develop innovative investment ideas. Requirements: Bachelor's degree in finance, Economics, Accounting, or a related field. A master's degree and relevant certifications (e.g., CFA, MBA, or master's in finance) are advantageous. Proven experience as an Equity Research Analyst or a similar role in the financial services industry. In-depth knowledge of financial modeling and valuation techniques. Proficient in using MS Office applications such as Excel, PowerPoint, and Word. Strong understanding of financial markets and investment principles. Proficiency in financial modeling, data analysis, and research methodologies. High attention to detail and excellent problem-solving skills.

Support Fundraising Head in deal execution, financial modeling, investor material prep, due diligence, valuations, and compliance for real estate transactions. Mon–Sat, 11 AM–8 PM. Only Chartered Accountants (CA) are eligible to apply. Required Candidate profile Analyze company, build business models, assess capital requirements, perform deal structuring and create any collateral required for transactions

About Us Lantern Capital is a leading commercial finance company providing tailored equipment financing, business lending solutions, and commercial real estate (CRE) financing across Canada. We are committed to supporting the growth of Canadian businesses by offering flexible, strategic financial solutions across diverse industries and asset classes. We are currently seeking a skilled and analytical Associate Underwriter with commercial real estate underwriting experience to join our growing team. The ideal candidate will have a strong background in credit risk assessment, financial analysis, and reviewing appraisals, environmental reports, and other supporting documentation critical to CRE. Key Responsibilities Underwriting & Financial Analysis Underwrite a variety of financing transactions, including commercial real estate Conduct in-depth financial analysis and modeling (e.g., DCF, debt service coverage) to support credit decisions. Evaluate borrower strength through financial statements, personal net worth, credit reports, and loan applications. Prepare complete and well-supported underwriting packages and Deal Summaries for lender presentation. Real Estate & Asset Valuation Review and assess third-party reports such as property appraisals, environmental assessments, and building condition reports. Conduct independent valuation analysis and ensure assumptions align with market trends and internal benchmarks. Collaborate with external appraisers and consultants to validate data and support sound credit conclusions. Credit Risk & Deal Structuring Identify and analyze transaction risks; recommend structures that align with internal credit policy and mitigate potential exposure. Propose terms and conditions that reflect both client needs and prudent risk management. Documentation & Reporting Draft comprehensive credit memos and lender presentations that clearly outline deal rationale and risk factors. Maintain detailed, organized records to support audit, compliance, and internal review standards. Ensure all pre- and post-funding conditions are met and documented. Communicate and collaborate with clients, lenders, appraisers, and external stakeholders to gather and validate underwriting data. Qualifications Must-Have Bachelor’s degree in Finance, Accounting, or a related field. 2–4 years of experience in underwriting commercial real estate and/or commercial financing. Experience reviewing appraisals, environmental reports, and supporting third-party documentation. Strong financial modeling skills and comfort with complex loan structures and credit analysis. Proficient in Microsoft Excel and financial analysis tools. Preferred Professional designation (CA, CPA, CFA, or equivalent). Familiarity with real estate markets and commercial asset types. Experience working in a lending, investment, or credit-focused environment. Why Join Lantern Capital? Be part of a high-performing team in Canada’s commercial finance industry. Competitive salary and professional growth opportunities. Work on diverse deals in commercial real estate financing. A collaborative, entrepreneurial culture where your insights make an impact. Salary range expectation: 9.5 LPA -11.5 LPA We appreciate and will review all qualifying applications. Only those applicants selected for interviews will be contacted.