167 Investment Analysis Jobs - Page 5

Job Title: Senior Analyst (Global Valuer) Job Summary: We are seeking an experienced and detail-oriented Senior Analyst to join our team. The ideal candidate should have 3-5 years of experience in real estate valuations and consulting with strong analytical and problem-solving skills. Responsibilities: The person will be directly working with UK/EMEA Hotels VRA team. Good understanding of all valuation approaches and how they apply to various property types including office, retail, residential, etc. An experience in valuation of hotel properties is preferred. Develop accurate and comprehensive financial models for existing and potential commercial real estate investments. Conduct detailed cash flow analysis, valuations, and sensitivity analysis to assess investment feasibility and performance. Analyse financial statements, occupancy rates, and revenue per available room (RevPAR) data. Collaborate with the acquisitions and asset-management teams to validate property financials and assumptions. Prepare detailed valuation reports, including market analysis, financial projections, and value conclusions. Stay updated with industry trends, market conditions, and best practices related to financial modelling. Requirements: Bachelors degree in finance, Real Estate, or a related field. 3-5 years of experience in real estate valuation and consulting. Advanced knowledge of Excel, including financial functions and macros. Working knowledge of Argus Enterprise software is an added advantage. Working hours to be aligned with the UK/EMEA team (1 pm 10 pm). Excellent quantitative and analytical skills, with a keen attention to detail. Familiarity with real estate valuation methods and understanding of property-level financials. Ability to multitask and work effectively in a fast-paced environment with tight deadlines. Strong communication skills, both written and verbal, with the ability to articulate complex financial concepts to non-financial stakeholders. Strong teamwork and collaboration skills, with the ability to work effectively in cross-functional teams.

Role & responsibilities: Financial Due Diligence & Analysis Lead and execute end-to-end financial due diligence for potential acquisitions, joint ventures, and development deals across the assigned zones. Review and analyse financial statements, management reports, forecasts, and business plans to assess the financial health and risks of target companies. Consolidate findings into clear, actionable insights and strategic recommendations for the senior leadership team. Collaborate with external consultants, auditors, and internal stakeholders (Legal, Investments, Tax, and Finance) to ensure comprehensive deal evaluation. Present due diligence outcomes to senior management with clarity and commercial context to aid in investment decision-making Taxation & Compliance Oversee the timely preparation and filing of Direct Tax returns and Tax Audit Reports, coordinating with tax consultants, auditors, and site finance teams. Ensure accurate computation and timely payment of quarterly advance taxes. Monitor monthly TDS payments, compile TDS data, and oversee timely filing of TDS returns. Manage queries, notices, and investigations from Direct Tax Authorities in coordination with consultants. Stay updated on regulatory changes and assess the impact of new laws, rules, or circulars on the business. Support leadership in ensuring tax compliance and risk mitigation across the zone. Strategic & Cross-functional Collaboration Support strategic financial planning and investment decision-making by providing deep insights into business risks and financial trends. Engage with business heads, legal, liaison, and project teams to ensure due diligence inputs align with broader project feasibility assessments. Assist in the development of financial strategies to enhance deal value and mitigate risks. Who are we looking for? Qualification: CA Qualified Experience: 5+ years of relevant post-qualification experience in financial due diligence & direct taxation, preferably in the real estate sector. Critical Skills: Financial Due Diligence & Risk Assessment Strategic Financial Analysis & Reporting Direct Tax Compliance (TDS, Advance Tax, Tax Filings) ERP/SAP Proficiency Advanced MS Excel & Financial Modelling Strong Communication & Stakeholder Management Problem Solving & Critical Thinking Ability to Lead Cross-functional Projects Email: pritesh.barve@godrejinds.com

Job Description Overview: Acharya Group, a Chemical and Pharmaceutical Manufacturing company, seeks a Sr. Manager / Assistant General Manager Accounts & Finance. This role leads financial operations, including annual account finalization, tax audits, Director Reports, and statutory compliance (TDS, GST, ROC). Responsibilities include fund management, monthly MIS reporting, budget preparation, and team leadership. The ideal candidate will ensure accurate accounting and strong relationships with stakeholders. Responsibilities: Oversee financial accounting, reporting, and compliance, ensuring adherence to GAAP and regulatory requirements. Manage budgeting, forecasting, and financial planning processes to support strategic decision-making. Optimize treasury and fund management, including cash flow, banking relationships, and working capital. Prepare and analyze MIS reports, providing insights into financial performance and identifying areas for improvement. Lead and develop the accounts team, fostering a collaborative environment and enhancing their skills. Ensure accurate and timely statutory payments, tax filings (TDS, GST, ROC), and manage tax audits. Implement and maintain robust internal controls to safeguard company assets and data integrity. General Expectations and Past Experiences: 10-15 years progressive Accounts & Finance experience in chemical/pharmaceutical manufacturing. Expertise in annual accounts finalization, tax audits, and Director Report preparation. Strong knowledge of financial accounting, budgeting, forecasting, and analysis. Proficient in SAP or other ERP systems for financial management. Excellent leadership and team management skills. Exceptional communication and interpersonal skills.

Experience Minimum 3-4 years of experience in equity research, wealth advisory research, or other experience relating to financial research. Must have good working knowledge of Indian and international financial markets. Should have good working knowledge of data analysis and data interpretation. Require good working knowledge of financial modelling in excel and power-point presentation. Job description: Day-to-day research on investment funds, listed & unlisted equities, debt investing, PE/VC, credit funds, asset allocation monitoring, international investment, and portfolio risk management; Develop financial and forecasting models after due analysis of business model, financial data, valuation, and strategy analysis; Conduct equity research, investment analysis, and deal structuring for direct and indirect investing both in listed and unlisted space; Analyse strategic opportunities by conducting in-depth research on companies, industries, and sectors; Create and maintain a repository of data on tracking of various sectors, industries, markets, and asset classes; Translate existing portfolio data into detailed presentations and easy-to-understand MIS reporting; Stay up to date with new technologies and market conditions; Able to handle time sensitive deliverables in short notice

Job description Role & responsibilities : Duties: Transaction Banking, a cash management and payments platform for clients building a corporate treasury system Enterprise Partnerships, consumer financial products that companies embed directly within their ecosystems to better serve their end customers Merchant Point-of-Sale Lending, a platform that provides custom credit financing for home improvement merchants to offer directly to their customers ETF Accelerator, a platform for clients to launch, list and manage exchange-traded funds Seeking a detail oriented and analytical individual to join our team as Card Fraud Transaction Monitoring specialist. This role involves monitoring card transactions to detect and prevent fraudulent activities. Agent will play a key role in safeguarding customers and the business from fraud risks while ensuring compliance with company policies and regulatory requirements. Key responsibilities : Monitor transactions Fraud Detection Alert management Collaboration and continuous improvements Skills: Attention to detail Analytical thinking Communication skills Technical skills(MS Excel is a plus) Team player Adaptability

Responsible for maintaining accurate financial records and reports for investment funds. The job description for a CA Fresher in Fund Accounting typically includes : Recording and reconciling daily transactions for assigned funds. Reviewing and verifying pricing, net asset values, and other key data. Performing daily and monthly accounting procedures, such as calculating management fees, income allocations, and expense accruals. Providing support for audits, tax returns, and other financial reporting requirements. Maintaining proper documentation and ensuring compliance with regulatory requirements. Communicating with internal and external clients regarding accounting matters. Collaborating with other departments to resolve any accounting issues. Staying current on industry developments and best practices. Participating in process improvement initiatives to enhance the efficiency and accuracy of accounting processes. Strong analytical and problem-solving skills, attention to detail, and experience with accounting software. Good communication and interpersonal skills, and the ability to work independently and as part of a team, are also important.

Job Purpose Acuity is currently looking for a highly experienced and motivated Subject Matter Expert (SME) in REIT processes, offshore operations and outsourcing. The ideal candidate will possess extensive experience in establishing and managing teams, leading analysts and associates, and engaging with clients. Additionally, they should have technical expertise in REIT processes, including but not limited to pricing, valuation, portfolio analysis, financial analysis, market intelligence, investment analysis, regulatory research, and property-level analysis. Key Responsibilities l Establish and manage a team of analysts and associates from scratch, ensuring effective training, development, and performance management l Working closely with Sales & Marketing team and help in preparing pitches and materials for client meetings and roadshows l Meeting with prospective clients and working out solutions. Act as the primary point of contact for clients, addressing their needs, providing updates, and ensuring high levels of satisfaction l Supporting our clients in REIT industry on performing various research & analysis and produce valuable insights. Meet project timelines and quality of deliverables in a manner to ensure high client satisfaction l Deliver expert insights and oversee the preparation & analysis of various projects, ensuring accuracy, efficiency, and compliance with industry standards l Provide expert analysis of market trends, property performance, and investment potential to support strategic decision-making l Demonstrate strength and experience in client / requester relationship building and management, information / knowledge needs assessment Key Competencies l Post-Graduation in Finance, Real Estate, Economics, or a related field l Minimum 10-15 years of experience in real estate analysis, REIT operations and team management, preferably within a REIT / offshore capability centre or similar environment l Proven experience in setting up and managing teams, with strong leadership and mentoring skills l Extensive knowledge of real estate / REIT market dynamics, trends, and regulatory requirements in the North American and European region l Proficiency in MS Office suite specially Microsoft Excel, Word and Power Point and relevant software / tools (financial analysis software etc) l Strong analytical skills with proficiency in financial modelling and analysis l Ability to work independently and collaboratively in a fast-paced environment l Market and Sub-market analysis including comp set l Excellent communication, presentations skills with experience in client handling l In-depth knowledge of database such as Bloomberg, Yardi, MRI and other REIT specific databases / tools

Responsibilities: Collaborate with investment team on portfolio construction Monitor market trends and risks Prepare financial reports and presentations Analyze investment opportunities and recommendations Food allowance

Complying with all company, local, state, and federal accounting and financial regulations. Compiling, analyzing, and reporting financial data. Creating periodic reports, such as balance sheets, profit & loss statements, etc Presenting data to managers, investors, and other entities. Maintaining accurate financial records. Performing audits and resolving discrepancies. Computing taxes. Keeping informed about current legislation relating to finance and accounting. Assisting management in the decision-making process by preparing budgets and financial forecasts.

Complying with all company, local, state, and federal accounting and financial regulations. Compiling, analyzing, and reporting financial data. Creating periodic reports, such as balance sheets, profit & loss statements, etc Presenting data to managers, investors, and other entities. Maintaining accurate financial records. Performing audits and resolving discrepancies. Computing taxes. Keeping informed about current legislation relating to finance and accounting. Assisting management in the decision-making process by preparing budgets and financial forecasts.

Conducting in-depth research/financial analysis of mkt, securities, ind, economies, &Companies to identify investment opportunities, prepare investment reports, presentations/recommendations for senior management, Business Strategy, Cost optimization Required Candidate profile B.Tech/MBA Finance with 2-4 yrs Exp an Investment Analyst with a reputed Org. Strong understanding of Business strategy, financial markets, investment products, economic principles in India &globally

About The Job Position Title: Investor Relations Analyst Department: Finance Job Scope: Global Location: Noida, India Reporting to: Vice President - Finance & Investments Current Team Size: NA Work Setting: Onsite Purpose of the Job We are looking for an Investor Relations Analyst who will play a pivotal role in enhancing inorganic business operations and maintaining strong relationships with our investors. This individual will work closely with cross-functional teams, interpret data, communicate effectively with our investor community, and assist in the financial and operational analysis of potential acquisition targets. Key Responsibilities Financial Analysis: Analyze financial data, performance metrics, and market trends to provide insights and recommendations for strategic decision-making. Investor Relations: Act as the primary point of contact for the investor community, managing relationships, and ensuring timely and accurate communication of financial results and corporate developments. Reporting: Prepare and deliver reports, presentations, and financial updates to the senior management team and investors. Forecasting: Collaborate with various departments to develop financial forecasts, budget plans, and performance benchmarks. Market Research: Monitor industry trends, competitive landscapes, and economic conditions to inform business strategy. Risk Assessment: Identify and assess potential financial risks and recommend mitigation strategies. Compliance: Ensure compliance with relevant regulatory requirements and stock exchange rules pertaining to investor relations. Stakeholder Collaboration: Collaborate with marketing, legal, and accounting teams to provide necessary information for financial disclosures and investor meetings. Data Analytics: Utilize data analysis tools and techniques to identify patterns, opportunities, and areas for improvement in the business. Due Diligence Management: Assist in conducting due diligence on potential acquisition targets, including financial, operational, and market analysis. Financial and Operational Analysis: Evaluate the financial health and operational efficiency of target companies, identifying key opportunities and risks. Integration Planning: Work on post-acquisition integration plans and assist in ensuring a seamless transition of acquired companies into the organization. Communication: Develop and maintain communication strategies that facilitate effective interaction with investors, stakeholders, and potential acquisition targets. Qualifications Requirement: Experience, Skills & Education Degree in Finance, Business, or a related field. A Master's degree is a plus. Proven experience in business analysis and investor relations. Strong financial modeling, data analysis, and forecasting skills. Excellent communication and presentation skills. Knowledge of financial reporting and compliance regulations. Proficiency in data analysis tools, such as Microsoft Excel, and familiarity with investor relations software. Ability to work collaboratively in a cross-functional team environment. Strong problem-solving and critical thinking abilities. Exceptional attention to detail and organizational skills. Why Explore a Career Be a Part of the Revolution in Healthcare Marketing. Innovate with Us to Unite and Transform the Healthcare Providers (HCPs) - Ecosystem for Improved Patient Outcomes. It has been recognized and certified two times in a row Best places to work NJ 2023, Great Place to Work 2023. If you are passionate about health technology and have a knack for turning complex concepts into compelling narratives, we invite you to apply for this exciting opportunity to contribute to the success of our innovative health tech company. Company Benefits Below are the competitive benefits which will be provided to the selected candidates basis their location. Competitive Salary Package Generous Leave Policy Flexible Working Hours Performance-Based Bonuses Health Care Benefits

Conducted commercial due diligence and market study Supporting the origination of investment opportunities in Private Equity Building financial models Performing valuation analyses, including comparable transactions and Private trading companies Required Candidate profile Should have Min 3 Years exp in Merger and Acquisitions Analytical, combining both quantitative & qualitative skills Practical knowledge of FactSet, Capital IQ, Bloomberg etc CFA Qualified preferred

Hello, PFB Details: Role & responsibilities Lead sector and market research to identify high-potential investment opportunities (angel, early-stage, or established businesses). Engage with key ecosystem players including VCs, Investment Bankers, and Private Equity funds. Conduct detailed business and financial analysis of potential targets. Drive the complete investment lifecycle from deal sourcing and due diligence to closure and monitoring. Build and maintain a network of founders, funds, and financial institutions. Required skills: MBA (Finance), CA, or relevant qualification. Prior experience in VC, Investment Banking, or Private Equity preferred. Strong interpersonal skills – outgoing, proactive, and well-networked. Ability to take ownership and work independently. Passionate about startups, investments, and financial markets. Interested candidates can share their updated profile on rachna.thakkar@sums-corpsolutions.com

Job Summary: We are seeking an experienced and detail-oriented Argus Modeling Analyst to join our team. The candidate will be responsible for providing financial analysis and modeling support using Argus software for our commercial real estate portfolio. The ideal candidate should have a strong financial background, excellent analytical skills, and proficiency in working with Argus Enterprise software. Responsibilities: Develop accurate and comprehensive financial models using Argus Enterprise software for existing and potential commercial real estate investments. Conduct detailed cash flow analysis, valuations, and sensitivity analysis to assess investment feasibility and performance. Collaborate with the acquisitions and asset-management teams to validate property financials and assumptions. Generate reports and presentations to communicate investment findings and recommendations to stakeholders. Continuously monitor and update property-level financial models to reflect market changes, lease updates, and other pertinent information. Assist in due diligence and underwriting processes, including property financial analysis and market research. Maintain and enhance the integrity of the Argus database by ensuring accurate property data inputs and ensuring consistency across all models. Stay updated with industry trends, market conditions, and best practices related to financial modeling and Argus software. Requirements: Bachelors degree in finance, Real Estate, or a related field. 2+ years of experience in financial analysis and modeling, preferably in the commercial real estate industry. Strong proficiency in using Argus Enterprise software for financial modeling. Excellent quantitative and analytical skills, with a keen attention to detail. Advanced knowledge of Excel, including financial functions and macros. Familiarity with real estate valuation methods and understanding of property-level financials. Ability to multitask and work effectively in a fast-paced environment with tight deadlines. Strong communication skills, both written and verbal, with the ability to articulate complex financial concepts to non-financial stakeholders. Strong teamwork and collaboration skills, with the ability to work effectively in cross-functional teams.

Our esteemed buy-side client is currently looking for a highly skilled and experienced Analyst to join Real Estate Team. The Mid-level Financial Analyst - Investments will be responsible for collaborating with other analysts and department leadership in performing and presenting financial analysis supporting the company’s efforts in real estate investment, operations, and development, and the economic impact of strategic business opportunities. Financial Analysis & Modeling: Develop detailed financial models for acquisitions, developments, dispositions and other investment opportunities. Perform discounted cash flow (DCF) analysis, Initial Rate of Return (IRR), Net Present Value (NPV), and sensitivity analyses. Maintain strong working knowledge of financial modeling and current Excel functions/features to ensure efficiencies in all daily processes. Market Research: Conduct comprehensive market research to assess trends, competitive landscapes, supply and demand drivers. Gather and analyze data on property values, rents, cap rates, and operating expenses. Underwriting & Investment Evaluation: Assist in maintaining a pipeline of potential acquisition, disposition, and development opportunities. Prepare underwriting packages to evaluate risk and return profiles for potential investments. Assist in preparing investment committee presentations and executive summaries. Due Diligence: Assist and collaborate with team members in conducting of due diligence for potential acquisition opportunities. Collaboration with Stakeholders: Work closely with internal teams to include, but not limited to: Asset Management, Property Operations, Acquisitions, Development, etc. to align financial insights with the Company strategies. May also include Blackstone portfolio. Liaise with external parties such as brokers, lenders, investors, and consultants. Build and support relationships with external stakeholders including, but not limited to: university partners, joint-venture partners, real estate brokers, developers, investment bankers, architects, general contractors, consultants, etc. Collaborate with other members of the investments team and provide mentorship and guidance in underwriting and financial modeling best practices. American Campus Communities Culture Commitments Our people are devoted to a culture of inclusion, diversity, and equality in the workplace and our communities. We are committed to intentionally executing an evolving set of goals specific to inclusion, diversity, and accountability, driven by empathetic leadership and embraced by all. The core of American Campus culture involves everyone being fully invested in everything that we do down to picking up the smallest piece of trash in the office and around our communities. No matter their position or duration at the organization, everyone picks up trash. Serve as an American Campus representative and liaison in all interactions. Certain activities involved in this position may be photographed and/or video and audio recorded for quality control and/or training purposes. Compliance with the Photo, Video and Voice Recording Policy is a condition of employment. Skills, Knowledge and Expertise Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the minimum knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience: Bachelor’s degree in Finance, Economics, or other related field and/or equivalent combination of education and experience. 2-5 years direct financial analysis experience in a real estate investment company, advisory, investment banking, or other real estate financing or transaction role preferred. Demonstrated experience with financial modeling in Excel. Certificates/Licenses: N/A Knowledge/Skills/Abilities: Knowledge of: Student housing industry and operations including but not limited to financials practices, leasing and marketing, management, and residential services, etc. Detailed data and financial analysis. Real estate valuation methodologies and metrics. Mathematical concepts including net present value, internal rate of return, cash on cash return, and all basic mathematical concepts associated with the financial analysis of real estate. Skill in: Analytical strategic conceptualization and consulting. Project and time management. Interpersonal communication and collaboration. Effective written and verbal communication with both internal and external resources. Writing reports, business correspondence, investment memorandums, and proposals. Microsoft Office applications – emphasis on Excel, Word, and PowerPoint. Strategic thinking and decision making. Ability to: Work independently as a self-starter. Read, analyze, and interpret financial/business reports. Track, prioritize, and drive multiple concurrent projects to success. Meet deadlines without compromising accuracy or product quality. Multi-task across multiple priorities and projects in a fast-paced environment. Interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Problem solve and analyze data by assimilating new information, understanding complex topics, and arriving at sound analysis and judgement. Gain traction quickly and demonstrate ambition and high energy.

Portfolio investment and management (Investment Manger cum Business Analyst role) Key Responsibilities: Develop and implement investment strategies that align with the incubator's and leadership teams objectives, support the growth of startups and to maximize returns Evaluate investment opportunities, analyse business models, start-ups or ideas and its market potential Oversee the investment portfolio of the incubator, including due diligence, deal sourcing, and Manage relationships with investors, entrepreneurs, and other Build a thriving eco-system of high potential start-ups with all stakeholders including successfulentrepreneurs, expert mentors, investors to make the University incubator top choice of incubators in India. Set-up required support and partnerships for the incubator start-ups (including but not limited to with tech platforms, for IP support, company incorporation etc.) Advise start-ups on business strategy refinement and growth Assist Start-ups in raising funds, follow-up rounds and assist in exits for university or private investments approved by the Investment Committee Manage the pitching of start-ups process end-to-end with the Investment Committee and designated investors / experts Prepare and present investment reports and updates to the management team and Monitor market trends and provide insights on potential investment opportunities or Collaborate with the incubator's management team to align investments with the overall strategic goals. Qualifications: A degree in finance, business administration, or a related field Minimum 7 years of proven experience in investment management or venture capital Strong understanding of financial modelling, valuation, and investment analysis Familiarity with the startup ecosystem and the unique challenges faced by early-stage companies Key Skills: Excellent analytical and decision-making abilities Strong communication and negotiation skills Ability to work collaboratively in a team environment Innovative thinking with a willingness to take calculated risks

Financial Analyst Apply Here: https://forms.office.com/r/N4UxfSLE0C?origin=lprLink Job Description: We are seeking a skilled and motivated Financial Analyst to join our team. The ideal candidate should have a background in finance or accounting, along with a knowledge of Excel and financial markets. Primary responsibilities include handling, collecting, and compiling data from various sources. The candidate will be required to work extensively on Excel; therefore, a good understanding of Excel is mandatory. Job Title: Financial Analyst Education Qualification: Bachelors degree (completed) in Finance, Accounting, Economics , Commerce , or related fields. Candidates with MBA (Finance) , CFA (Level I or above) , or equivalent certifications will be given preference. Strong academic record and foundational knowledge in financial markets, instruments, and corporate finance is essential. Responsibilities: Collect and compile data from financial websites such as BSE, NSE, and SEBI. Maintain and update financial databases, particularly for investing and trading activities. Record corporate actions and announcements. Ensure accuracy, efficiency, and consistency in all data-related tasks. Work extensively with Microsoft Excel for data processing and analysis. Contribute to improving data handling processes and support investment strategy development. Backup and maintain the privacy of sensitive financial information. Stay updated with market trends, regulatory changes, and financial news. Collaborate with team members and contribute proactively to projects. Gain exposure to algorithmic trading systems and quantitative financial models . Skill Requirement: Degree in Finance, Accounting, Economics, or a related field. Strong academic record and a passion for financial markets and analytics. Proficiency in Microsoft Excel and basic financial modelling. Familiarity with Indian financial regulations and market structures. Analytical mindset with attention to numerical detail. Effective communication skills in English, both written and verbal and mathematical skills. Ability to manage time effectively and prioritize tasks under pressure. Self-motivated, open to feedback, and a strong team player. Knowledge of stock markets and macroeconomic indicators is a plus. Department: Analysis Department Experience: 0 to 3 Year Employment Duration: Ongoing/Permanent. Includes a probation period of 3 months before becoming permanent. Current Openings: 02. Salary Details: As discussed during the interview process. Additional Year-end bonus based on candidates performance. Work Mode: On-Site (Full-Time). Location: Ahmedabad. Apply Here: https://forms.office.com/r/N4UxfSLE0C?origin=lprLink Note: A financial analysis questionnaire will be given to short-listed candidates to assess their proficiency in the above-mentioned skills.

Role Overview Corporate finance involves managing a companys finances to ensure its long-term value and financial stability. It focuses on funding sources, capital structure, investment decisions, and overall financial planning to maximize shareholder value. Corporate finance professionals analyze company finances, advise on project costs, prepare financial reports, and monitor market trends to support strategic decision-making. Roles and Responsibilities: Assists in preparation of annual budgets, forecasts, and operating plans in consultation with management. Leads ROI/NPV/IRR analysis, making recommendations to management. Prepares trends in revenue, expense, capital expenditures and other related areas. Researches, analyses and synthesizes data from multiple sources into business information as directed and by self-identification of business information needs. Quarterly valuation as per regulations. Tracking competitors. Flagging of key issues key needle movers affecting distributions/shareholder return. MIS Reports. Qualifications and Work Experience: Chartered Accountant/MBA with 2-4 years of experience. Good interpersonal and communication skills. Knowledge, Skills and Competencies: Strong understanding of financial principles, investment analysis, and capital structuring. Skilled in financial modelling, budgeting, forecasting, and valuation techniques. Proficient in using tools like Excel and financial software for decision-making. Competent in risk assessment, strategic planning, and stakeholder communication.

Role & responsibilities Implement and monitor the investment strategy of the fund based on fundamental analysis. Manage a team of equity analysts and perform research on the investments in mainly large cap stocks. Meeting the management of the companies/industry experts for understanding of the businesses Good networking within industry Assisting audit and compliance related to Investment department This position is related to Indian markets and the candidate should have about 15 years of relevant experience (at least 10yrs of buy side experience) of Indian markets only.

Job Summary: Title: Senior Analyst/ Associate/ Senior Associate Private Equity (PE) / Venture Capital (VC) Location: Mumbai (Sion); Work mode : Work from the office (no WFH or hybrid) Job Summary: AGR has secured the exclusive mandate to set up and manage a Global Capability Centre (GCC) in India for our client Merak Capital (). The role will be a part of this GCC. Merak Capital is a technology investment firm licensed by the Capital Market Authority of Saudi Arabia and based in Riyadh. It manages Venture Capital and Private Equity funds, with investments from across the region in various technology verticals such as FinTech, Logistics, E-Commerce, and others. Candidates will qualify for a Senior Analyst or Associate or Senior Associate position and assigned to the PE or VC team, depending on their years of experience, relevance and quality of experience, and performance during the interview process. In addition to individual contributor responsibilities as outlined below, the Senior Associate position may have additional responsibility of oversight/ management of junior team members (Analysts, Senior Analysts and Associates). Key responsibilities could include: Investment Analysis and Due Diligence : Conduct thorough financial analysis, including detailed financial modelling, valuation, and scenario analysis. Assist in the preparation of investment memos and presentations for the investment committee. Perform due diligence on potential investment opportunities, including market research, industry analysis, and competitive landscape assessments. Portfolio Management, Value Creation and Strategic Support: Monitor the performance of portfolio companies, including tracking financial and operational metrics. Conduct regular financial analysis, including forecasting, budgeting, and valuation updates, to assess the health and progress of portfolio companies. Work with portfolio company management teams to develop and implement value creation strategies. Support portfolio companies in treasury functions management, including preparing financial models, investor presentations, and due diligence materials. Assist in preparing reports and updates for internal and external stakeholders on the status of portfolio companies. Conduct market research to identify trends, risks, and opportunities in target industries. Identify potential risks and opportunities within the portfolio and make strategic recommendations to address them. Reporting and Documentation: Prepare regular reports on portfolio performance, including financial analysis and strategic insights. Maintain detailed records and documentation of all investment activities, including due diligence materials, and financial models. Create fund performance ratios and keep track of quarterly performance reports based on the portfolio performance. Exit Planning and Execution: Assist in the development and execution of exit strategies for portfolio companies, including mergers, acquisitions, and public offerings. Work with external advisors, legal teams, and investment banks to facilitate successful exits and maximize returns for the firm. Analyse potential exit scenarios and provide recommendations on timing and approach. Risk Management: Monitor and assess risks associated with portfolio companies, including market, financial, and operational risks. Develop and implement risk mitigation strategies in collaboration with portfolio company management teams. Ensure compliance with legal, regulatory, and governance standards across the portfolio. Qualifications: Education : Bachelors degree in finance, Economics, Business Administration, or a related field. An MBA or advanced degree, CFA or CA designation is preferred. Experience : 3-7 years of experience in private equity, investment banking, consulting, or a related field, with an in-depth understanding of PE and/ or VC investing. Strong exposure to the technology sector, specifically tech-enabled businesses. Skills : Deep understanding of the PE/ VC landscape. Strong financial modelling and valuation skills. Excellent analytical and problem-solving abilities. High proficiency in Excel, PowerPoint, financial databases and CRM tools. Strong communication and presentation skills. Ability to manage multiple tasks and priorities under tight deadlines. Ability to develop and implement strategies that drive growth and value creation for portfolio companies. Ability to identify challenges and develop effective solutions to enhance portfolio company performance. Personal Attributes: Self-motivated with a strong work ethic. Detail-oriented and highly organized. Strong interpersonal skills with the ability to build relationships with internal and external stakeholders.

Job Summary: The Senior Analyst Private Equity is responsible for supporting our clients investment team in the analysis, execution, and management of private equity investments. The client is a leading Middle East based PE and VC fund. This role involves conducting due diligence, financial modelling, market research, and working closely with portfolio companies to drive value creation. The Senior Analyst plays a critical role in helping the firm identify and execute investment opportunities while ensuring the success of current investments. Key Responsibilities: 1. Investment Analysis and Due Diligence : A. Conduct thorough financial analysis, including detailed financial modelling, valuation, and scenario analysis. B. Perform due diligence on potential investment opportunities, including market research, industry analysis, and competitive landscape assessments. C. Assist in the preparation of investment memos and presentations for the investment committee. 2. Portfolio Management : A. Monitor the performance of portfolio companies, including tracking financial and operational metrics. B. Work with portfolio company management teams to develop and implement value creation strategies. C. Assist in preparing reports and updates for internal and external stakeholders on the status of portfolio companies. D. Conduct market research to identify trends, risks, and opportunities in target industries. 3. Reporting and Documentation : A. Prepare regular reports on portfolio performance, including financial analysis and strategic insights. B. Maintain detailed records and documentation of all investment activities, including due diligence materials, and financial models. Qualifications: Education : Bachelors degree in Finance, Economics, Business Administration, or a related field. An MBA or advanced degree, CFA or CA designation is preferred. Experience : 3-5 years of experience in private equity, investment banking, consulting, or a related field. Skills : A. Strong financial modelling and valuation skills. B. Excellent analytical and problem-solving abilities. C. High proficiency in Excel, PowerPoint, and financial databases. D. Strong communication and presentation skills. E. Ability to work effectively in a team-oriented environment and manage multiple tasks under tight deadlines. Personal Attributes : F. Self-motivated with a strong work ethic. G. Detail-oriented and highly organized. H. Strong interpersonal skills with the ability to build relationships with internal and external stakeholders.

Qualification : Bachelors in finance / accounting, Business, or related field. Masters / PG (e.g., CFA, CPA) is preferred. RM : VP/CEO Candidate Industry : Investment Banking / Market-Business Research, Consulting, KPOs. Responsibilities : Responsible for building financial models, identifying and structuring investment opportunities, and striking investment deals. This role requires extensive engagement with stakeholders, clients, and partners globally. The ideal candidate will have a robust commercial finance background, a strategic mindset, and a willingness to travel extensively. Financial Modeling Develop / maintain comprehensive financial models for customer projects & internal planning. Analyse project feasibility, financial performance, and return on investment. Provide financial insights and recommendations to support business decisions. Investment Strategy Identify and evaluate potential investment opportunities aligned with orgn strategic goals. Structure and negotiate investment deals, ensuring alignment with corporate objectives and financial targets. Collaborate with internal and external stakeholders to secure funding and investment partnerships. Commercial Finance Develop and implement financial strategies to optimize business performance and growth. Conduct financial analysis, forecasting, and budgeting to support strategic initiatives. Monitor financial performance and provide regular reports to the CEO and executive team. Stakeholder Engagement Travel to meet with clients, partners, and investors to build and maintain strong relationships. Represent at industry events, conferences, and meetings to promote financial strategies and investment opportunities extensively. Communicate complex financial concepts to non-financial stakeholders effectively. Reporting & Compliance Ensure compliance with financial regulations and reporting standards. Prepare and present financial reports to the executive team and board of directors. Maintain accurate and up-to-date financial records and documentation Personal Attributes: 10+ years experience in commercial finance, investment management, or related roles. Proven experience in financial modeling, investment analysis, and deal structuring. Strong analytical skills with ability to interpret complex financial data. Dynamic & excellent communication and interpersonal skills, with the ability to build relationships and influence stakeholders. Highly motivated, with a proactive approach to identifying and pursuing opportunities. Willingness to travel extensively, including internationally. Ability to work on unstructured projects somewhat independently. Foreign Language Proficiency will be an added advantage.

Evaluate unlisted investments, structured credit, AIFs, PMS, and divisional performance. Conduct portfolio analysis, support CFO in strategic decisions and risk management, and prepare reports, dashboards and recommendations for management. Required Candidate profile CA or MBA Finance with 3+ years in business/financial analysis, preferably from rating agencies or equity research. Exposure to risk management, derivatives, or trading is an added advantage.

Calculating investment returns, risk-adjusted performance metrics, and attribution analysis using industry-standard methodologies on daily, monthly, and quarterly basis Implement ILPA's prescribed cash flow tables and transaction type mapping Required Candidate profile 5 years of experience in investment performance analysis understanding of GIPS standards, attribution methodologies, ILPA Experience with composite construction, GIPS compliance, and tools like SQL