FA-ICC CFA team provides advisory & research support services to Deloitte members firms across diverse nature of the business development and engagements. We work as an extension of our Deloitte member firms CFA practices and provide dedicated offshore client support throughout the M&A lifecycle. Working on international assignments involving cross-border and cross-service line teams allows you to build your networks across the vast Global Deloitte network and develop understanding of the global CFA standards.
Our core service offerings include company analysis, industry research, identifying potential buyer/targets, company profiles, relative valuation, client talking points, pitch material and proposal, marketing material (IM s, teasers, etc.), newsletter/dashboards, etc.
Work you ll do
A career within FA-ICC Financial Services Insights Team practice will provide a wide & valuable experience in an exciting and dynamic working & learning environment. The role will position you to support on all aspects of banking strategy, including:
- Data gathering and data assembly on a regular basis.
- Regular updates of Balance Sheet and Profit & Loss (P&L) data from selected banks in Switzerland as part of the Swiss banking benchmark data pool.
- Collection of numbers and insights based on annual reports and financial statements.
- Calculating Key Performance Indicators (KPIs) based on KPI type, KPI variation, etc.
- Building graphs and charts.
- Support on technical database updates / PowerBI dashboards on a regular basis.
- Support on Organizational and FTE Benchmarks on a regular basis.
- Preparation and creation of slides based on content provided or shared by clients on an ad-hoc basis.
- Support in creating slides for RfPs, client meetings, market eminence on an ad-hoc basis.
- Drafting of strategy discussion documents for client engagements on an ad-hoc basis.
- Work directly with the project teams in Switzerland regularly.
Eligibility
Background in the banking and the wider financial services sector
Strong academic qualification (CA, CFA, CPA, Masters in Finance/Management/Economics); MBA from an accredited college/university preferred)
Prior transaction related experience in a corporate finance environment (analyst or internship) from a captive wall street, boutique or middle-market investment bank with a track record of academic and professional success
Skills Required
In order to be considered for this role, your competencies will cover the broad scope of CFA services, leveraging your professional background and skills such as:
Strong understanding of banking financial statements, valuations, multiples, ratios, etc.
Experienced in writing transaction support documents including Information Memorandums, Pitchbook, Management presentations, teasers, etc.
Ability to understand the dynamics of financial services sector, including value chain, strategy and key performance indicators.
Conversant with all types of secondary research through databases, company filings & reports, industry reports, as well as general research
Good understanding of financial statements, valuations, multiples, ratios, etc.
M&A / Transaction deal cycle experience/exposure with working knowledge on valuation methodologies (relative valuation, DCF).
Experience of using databases such as Bloomberg, Capital IQ, Factset, Factiva, Thomson, etc.
Strong analytical skills with the ability to analyze and synthesize insights from data.
Excellent communication skills with expertise in Microsoft office tools Excel, Word and PowerPoint.
Ability to work independently and as part of a team.
