2141 Investment Banking Jobs - Page 13

Hands on exp in Reference Data BA, Goldensource & good in BA operations. Over all 6+ years of capital Markets exp,Candidate should have good understanding on Trade Life Cycle + Financial Products: Equities, Fixed Income, Listed & OTC Derivatives etc Required Candidate profile Candidate should have hands-on BA exp. (atleast 5 yrs) - Capital Markets and Investment Banking; Strongly preferred if they worked on Reference Data Domain and integrated vendor feeds l

About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers, About The Role Role Location : M3 Building , Acacia, Manyata Tech Park, To perform a variety of pre-settlement tasks and processes, such as perform pre-checks as specified, verify documents, prepare progress draw requests and other tasks in relation to the resolution of customer requests, To assist Production Lead as per Team Managers guidelines Accountability, What will your day look like Work completed within Banks set policies, procedures and standards and able to apply business knowledge in daily work Monitors progress on outstanding matters Gain understanding of customer queries/concerns by gathering necessary information Research customer requests by gathering all relevant information/data, ensuring all available avenues and sources of information are investigated, Recognise issues requiring escalation and act accordingly Develop sound relationships with ANZ customers & ANZ staff by maintaining two-way communication Maintain strong verbal and written communications with stakeholders to ensure complex cases are handled accurately the first time Handling/Managing the macro/queues for Team in line with SLA (If required) Demonstrating phone etiquette with mandatory inbound / Outbound Call experience Process items/events with timeliness and accuracy Work Allocation, prioritising escalations and distributing work to team members Staff communications, staff meetings rostering and work distribution Resolve and/or escalate complex matters to the Manager in a timely manner Focus on continuous improvement of the process Be a back-up for the Production Lead and assist in the following activities: Accurate & timely reporting of work results, escalation management, production management, provide on-floor support What will you bring To grow and be successful in the role, you will ideally bring the following: Minimum 2 to 3 years of experience in mortgage process (Australian mortgage process knowledge is an added advantage), Strong problem-solving, critical thinking abilities, communication & email etiquette skills, attention to detail, and Adaptability, Proficient in making calls and workshop with Sales group/banking managers and other key stakeholders, Risk Assessment: Assess risk factors associated with loan documentation and verification Ensure compliance with regulatory standards and identify areas for process improvement Process Improvement: Identify inefficiencies in the mortgage process and recommend improvements to streamline operations, reduce costs, or improve customer satisfaction, Team Collaboration: Work closely with upstream/downstream teams and other departments, to align process improvements and compliance, Youre not expected to have 100% of these skills At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, wed love to hear from you, So why join us From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive, But it's not just our customers who'll feel your impact you'll feel it too Because at ANZ, you'll have the resources, opportunities, and support you need to take the next big step in your career, We're a diverse bunch at ANZ in different roles, different locations, doing different things That's why we have a range of flexible working arrangements, so our people can 'make work, work for them' We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more, At ANZ, you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated That's because we're committed to building a workplace that reflects the diversity of the communities we serve We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself If you are a candidate with a disability or access requirement, let us know how we can provide you with additional support, To find out more about working at ANZ, visit https://anz, au/careers You can apply for this role by visiting ANZ Careers and searching for reference number 94923, Job Posting End Date 14/06/2025 , 11 59pm, (Melbourne Australia)

We are seeking a highly motivated Assistant Director with minimum10 years of relevant experience.The role will be focused on supporting our InvestmentBanking team, one of Acuitys key industry vertical. In this role, you beresponsible for leading a variety of strategy projects, including strategicplanning, market and competitive analysis, and business growth initiatives toensure the companys long-term success. You will work closely with seniorleadership and business development teams to identify opportunities and supportkey decision-making processes. You will also be responsible fordeveloping and maintaining understanding of key industry trends to inform newgrowth opportunities for the business. You will be part of the Projects Transitions team and report to the Head of PT. The ideal candidate willhave extensive experience in the outsourcing domain, preferably in a KPO. If you are a strategicthinker with experience in the Investment Banking industry and a passion fordriving business success, we encourage you to apply and join our dynamic team! Key Responsibilities Develop and execute strategic plans to support companyobjectives and drive business growth Provide insights on key industry trends andrecommendations to senior leadership based on data-driven analysis Conduct market research, competitive analysis, andindustry trend assessments to inform decision-making through data-baseddecisions Collaborate with cross-functional teams (Sales,Delivery, Technology) to identify cross sell opportunities for business growth Identify new business opportunities, partnerships, andinnovative solutions, including tech innovation Lead client meetings and work on proving solutions toclients Develop compelling and strategic presentations forclients Consult global clients on new project requirements andpropose plausible solutions Key Competencies Masters degree in Finance or a related field A minimum of 10 years relevant experience in outsourcing, preferably in a KPO Knowledge and experience of the Investment Banking industry is a requirement Strong analytical and problem-solving skills. Experience of key strategic analysis workstreams, including market sizing, competitive environment analysis, financial analysis, business plan preparation, due diligence. Ability to interpret complex data and drive strong analytical conclusions. Proficiency in data visualisation and business intelligence tools is a plus. Should have managed global clients and teams in a KPO environment, preferably within the investment Banking domain. Proven ability to project management and cross-functional environment Excellent communication, presentation and interpersonal skills Experience of working in a fast-paced dynamic environment

We are looking for a passionate, energetic individual to join our Investment Banking division. You will be part of team working as an extension to our global clients. Role responsibilities Maintaining high quality in the below workflows by performing quality checks, providing training, mentoring and upskilling juniors: o Overseeing the request intake process, including participation in project scoping calls to improve understanding and prepare detailed project scope documents. Preparing and driving the content of client- and prospect-related materials, including pitches, proposals, client marketing materials, and other associated offering documents and analyses. Working with Investment Banking and Boutique Advisory clients on work types including but not limited to pitchbook creation, industry research, valuation, capital market products, and idea/peer/target identification Motivating and managing a team of analysts, planning workflows, and liaising with global clients to ensure that deadlines are met at the required standard. Contributing to process improvement, QC, and providing value adds to the deliverables and automation of tasks. Providing domain expertise in MA and capital raising activities. Communicating clearly and confidently with internal and external stakeholders both written and verbal. Providing strategic thought leadership through the authoring of blogs and whitepapers Preferred candidate profile 12-15 years of experience working with Investment Banks and Boutique Advisory. Experience in managing large teams. Familiarity and expertise in a specific sector will be an added advantage. Experience in complete delivery set-up, smooth roll-out of services and the implementation of best practices, feedback mechanisms, hiring and training the team. Good knowledge of the products involved in the entire value chain of Investment Banking activities, including MA and capital raising. Excellent understanding of the financial statements analysis. A master's in business administration and/or a full/ part qualification in CFA will be an added advantage. A highly analytical mind and a high level of attention to detail.

To provide investment banking research and analytics support to IB/Advisory firm. Work on deal origination and execution work streams including financial modelling/valuation analysis Key Rsponsibilities Supportingour clients on multiple projects oninvestment banking mandates Preparingpitch books, industry reports, deals and peers screening, company profiles, macroeconomicupdates and company focused discussion documents related to various industries. Preparingfinancial analysis including trading/ transaction comparable, operational/financial benchmarking, valuation analysis, financial modeling etc. Operational/financial benchmarking, valuation, public market information and performanceratio analysis PortfolioManagement: Ability to manage and optimize portfolios of limited partnershipinterests, ensuring diversification and risk management. Assist in Portfoliomanagement, quarterly and annual portfolio reporting. MarketInsight: Deep knowledge of the private equitymarket, including trends, regulatory changes, and the competitive landscape.Market and industry research on both a primary and secondary research basis. ValuationExpertise : Proficiency in valuing privateequity fund interests and understanding the intricacies of different valuationmethods. Run financial models for underlying companies (asset operatingmodels, LBO) and fund level returns. DueDiligence: Expertise in conducting thorough duediligence to assess the quality and potential of fund interests beingtraded. Manage interactions with buyers and respond to due diligenceinquiries and contribute to client relationship management and deal originationinitiatives. Quantitative and qualitative due diligence on leveraged buyout,venture capital and other private equity limited partnership interests andtheir underlying company investments. AnalyticalSkills : Participate in evaluation andanalysis of secondary transactions and assets across stages (i.e. buyout,venture, growth equity, etc.), industries and geographies. Ability to analysecomplex financial data and market conditions to make informedinvestment decisions. Construct an opinion around various investmentopportunities and efficiently communicate it both verbally and in writtenmaterials. Required Background Post-Graduation in Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.) 4+ years of experience in the Investment banking space Excellent written and spoken communication skills with experience in client relationship management Should be able to work independently with minimal guidance as the job requires working with senior leadership team at the clients end Should be well versed with MS Office suite specially Microsoft Excel and Power Point (extensive use of excel models and powerpoint)

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. Key Responsibilities Play a key role in the origination, generation evaluation of ideas / opportunities, and execution of transactions and working across broad scope of assignments across multiple geographies and sectors Conduct deep dive research and analysis on various industries including TMT, Real Estate, Infrastructure, Healthcare, Metal Mining, Retail, Oil Gas, FIG, among others Working on company profiles (ranging from strips / thumbnails to one-page summaries to detailed ones), potential targets / buyers / MA screening, Pitch book update and other adhoc research Take ownership of sophisticated financial models, company valuation, trading/ transaction comparable, ratio analysis, financial performance analysis, etc. Structure and/or supervise presentations and projects / transactions related documents Benchmark companies on various financial and operating parameters to analyze the competitive positioning Exhaustive secondary research (through databases, general secondary sources, journals, annual reports, company websites, government and ministry websites) Communicate with current potential clients regarding projects structuring, timelines and clarifying queries Industry screening on pre-defined criteria to create a shortlist Financial analysis with extensive use of databases, filings and other company documents Manage project timelines and quality of deliverables in a manner to ensure high client satisfaction Presenting findings of analysis to clients, team members and senior management Conducting detailed quality checks of all outgoing materials Ability to work individually and in the team Key Competencies MBA (Finance) / CA / CFA Experience of 4-6 years in Investment banking division of a bank, boutique firm, KPO, consultancy and advisory firm Should have good knowledge, understanding and working experience of industry research, company profiles, case studies, potential targets / buyers / MA screening, company valuations and financial performance analysis Strong finance fundamentals and knowledge of financial terminology Excellent working knowledge of databases such as Bloomberg, Capital IQ, Thomson Reuters, FactSet, Pitchbook, CB Insights, etc. Excellent written and spoken communication skills MS Office skills - should be proficient in MS PowerPoint, MS Excel, and MS Word Exposure to handle client relationships Ability to work independently and effectively under tight deadlines

Acuity is currently looking for dedicated and motivatedindividuals who have strong leadership, organizational and teamwork skills forits Investment Banking team based in Gurgaon. KeyResponsibilities Play a key role in the origination, generation evaluation of ideas / opportunities, and execution of transactions and workingacross broad scope of assignments across multiple geographies and sectors Conduct deep dive research and analysis on variousindustries including TMT, Real Estate, Infrastructure, Healthcare, Metal Mining, Retail, Oil Gas, FIG, among others Working on company profiles (ranging from strips /thumbnails to one-page summaries to detailed ones), potential targets / buyers/ MA screening, Pitch book update and other adhoc research Take ownership of sophisticated financial models, companyvaluation, trading/ transaction comparable, ratio analysis, financialperformance analysis, etc. Structure and/or supervise presentations and projects /transactions related documents Benchmark companies on various financial and operatingparameters to analyze the competitive positioning Exhaustive secondary research (through databases, generalsecondary sources, journals, annual reports, company websites, government andministry websites) Communicate with current potential clients regardingprojects structuring, timelines and clarifying queries Industry screening on pre-defined criteria to create ashortlist Financial analysis with extensive use of databases,filings and other company documents Manage project timelines and quality of deliverables in amanner to ensure high client satisfaction Presenting findings of analysis to clients, team membersand senior management Conducting detailed quality checks of all outgoingmaterials Ability to work individually and in the team KeyCompetencies MBA (Finance) / CA / CFA Experience of 2-4 years in Investment banking division ofa bank, boutique firm, KPO, consultancy and advisory firm Should have good knowledge, understanding and workingexperience of industry research, company profiles, case studies, potentialtargets / buyers / MA screening, company valuations and financialperformance analysis Strong finance fundamentals and knowledge of financialterminology Excellent working knowledge of databases such asBloomberg, Capital IQ, Thomson Reuters, FactSet, Pitchbook, CB Insights, etc. Excellent written and spoken communication skills MS Office skills - should be proficient in MS PowerPoint,MS Excel, and MS Word Exposure to handle client relationships Ability to work independently and effectively under tightdeadlines

Supportingour client in Metal Mining sector and prepare pitch books, industry decks, deals and peers screening, company profiles, ad-hoc and company focused discussion documents related to healthcare and allied sector Preparing financial analysis including trading / transaction comparable, operational / financial benchmarking, valuation analysis etc. Assist in preparing Pitch books including industry overview, company profiles, management biographies, broker outlook, share price performance analysis, deal case studies, peer valuation multiples etc. Engage client independently on calls and e-mails Produce high quality informative and visually appealing presentations and deck Excellent working knowledge of market database tools e.g., FactSet, Capital IQ, Thomson One, Orbis, Merger Market, Evaluate Pharma, Pitchbook etc. Manage 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 Conducting analysis performing quality control check of the outgoing reports/packs Required Background Post-Graduation in Finance (MBA, CFA, CA etc.) or equivalent qualification Relevant experience of 4-6 years supporting Investment banking division of a bank, consulting firm, boutique firm, advisory firm Experience on working primarily qualitative work as well as quantitative work The candidate should have the ability to work independently and possesses the management/leadership skills to run the research on a day-to-day basis Sound knowledge and relevant work experience on industry and macro-economic overviews/ studies, competitive landscape, detailed company analysis, current market knowledge Ability to work on complex jobs independently Expert knowledge on sector and country-specific data sources, such as Factset, Pitchbook, Orbis and Merger Market Strong communication skills to engage with the client and managing workflow MS Office skills - should be excellent in MS Excel, MS PowerPoint, and MS Wor d

Acuityis currently looking for dedicated and motivated individuals who have strong exposureto Insurance Financial Industry Group, for its Investment Banking teambased in Gurgaon. Key Responsibilities Supporting our investment banking clients on insurance industryanalysis which includes providing research-based outputs on insurance players,KPIs and market landscape Preparing insurance company profiles, pitch books, detailedfinancial analysis, industry reports, company focused discussion documents Preparing financial analysis including trading / transactioncomparable, operational / financial benchmarking, etc. Meet project timelines and quality of deliverables in a manner toensure high client satisfaction Conducting quality control check of the outgoing reports / packs Other activities include structuring deliverables / teams developing new capabilities / new research products Demonstratestrength and experience in client / requester relationship building andmanagement, information / knowledge needs assessment Key Competencies Education: Post-Graduationin Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.) Experience: Minimum 4-6years of experience in the Investment banking space, with focus on insurance companyanalysis Skills: In-deptunderstanding of US / Europe-based insurance companies landscape, reporting,KPIs, financial analysis. Should be well versed with MS Office suite speciallyMicrosoft Excel, Word and Power Point Knowledge: Workingknowledge of database such as Capital IQ Pro / Capital IQ, Bloomberg, Factset,Thomson, etc. Leading and delivering projects, including: o Company profiles andpitch book support o Macro-economic and industry overviews with experienceworking across various industries o Target identification, Trading andTransaction comps o Benchmarking, Ratio analysis o Financial modeling Excellentwritten and spoken communication skills with experience in Client handling

Acuity is currentlylooking for dedicated and motivated individuals who have strong leadership,organizational and teamwork skills for its Investment Banking team based inGurgaon. Responsibilities Preparing pitch books, Information memorandum (IMs),industry reports, deals peers screening, companyfocused Meet project timelines and quality of deliverables in a manner to ensure high client satisfaction Conducting quality control check of the outgoing reports / packs Engage client independently on calls and e-mails Other activities include structuring deliverables / teams developing new capabilities / new research products Produce high quality informative and visually appealing presentations and deck Demonstrate strength and experience in client / requester relationship building and management, information / knowledge needs assessment Should be able to work independently with minimal guidance and need to be equally good in multi-tasking Required Background Post-Graduation in Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.) Minimum 4-6 years of experience in the Investment banking space Leading and delivering projects, including: o Pitchbook / IM support and company profiles o Macro-economicand industry overviews with experience working across various industries o Detailedfinancial analysis including financial models (DCF, LBO and others) o Bespokequalitative research o Targetidentification, Trading and Transaction comps o Benchmarking, Ratio analysis Should be able to work independently, with minimal guidance and support Ability to lead, train and guide other members in the team Excellent written and spoken communication skills with experience in Client handling 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

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. Key Responsibilities Play a key role in the origination, generation evaluation of ideas / opportunities, and execution of transactions and working across broad scope of assignments across multiple geographies and sectors Conduct deep dive research and analysis on various industries including TMT, Industrials Consumer, among others Working on company profiles (ranging from strips / thumbnails to one-page summaries to detailed ones), potential targets / buyers / MA screening, Pitch book update and other adhoc research Take ownership of sophisticated financial models, company valuation, trading/ transaction comparable, ratio analysis, financial performance analysis, etc. Structure and/or supervise presentations and projects / transactions related documents Benchmark companies on various financial and operating parameters to analyze the competitive positioning Exhaustive secondary research (through databases, general secondary sources, journals, annual reports, company websites, government and ministry websites) Communicate with current potential clients regarding projects structuring, timelines and clarifying queries Industry screening on pre-defined criteria to create a shortlist Financial analysis with extensive use of databases, filings and other company documents Manage project timelines and quality of deliverables in a manner to ensure high client satisfaction Presenting findings of analysis to clients, team members and senior management Conducting detailed quality checks of all outgoing materials Ability to work individually and in the team Key Competencies MBA (Finance) / CA / CFA Experience of 2-5 years in Investment banking division of a bank, boutique firm, KPO, consultancy and advisory firm Should have good knowledge, understanding and working experience of industry research, company profiles, case studies, potential targets / buyers / MA screening, company valuations and financial performance analysis Strong finance fundamentals and knowledge of financial terminology Excellent working knowledge of databases such as Bloomberg, Capital IQ, Thomson Reuters, FactSet, Pitchbook, CB Insights, etc. Excellent written and spoken communication skills MS Office skills - should be proficient in MS PowerPoint, MS Excel, and MS Word Exposure to handle client relationships Ability to work independently and effectively under tight deadlines

Supporting our client in multiple sectors such as Healthcare, TMT, Consumer, FIG, Energy , Infra etc. sectors and prepare pitch books, industry decks, deals and peers screening, company profiles, ad-hoc and company focused discussion documents related to healthcare and allied sector Preparing financial analysis including trading / transaction comparable, operational / financial benchmarking, valuation analysis etc. Assist in preparing Pitch books including industry overview, company profiles, management biographies, broker outlook, share price performance analysis, deal case studies, peer valuation multiples etc. Engage client independently on calls and e-mails Produce high quality informative and visually appealing presentations and deck Excellent working knowledge of market database tools e.g., FactSet, Capital IQ, Thomson One, Orbis, Merger Market, Evaluate Pharma, Pitchbook etc. Manage 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 Conducting analysis performing quality control check of the outgoing reports/packs Required Background Post-Graduation in Finance (MBA, CFA, CA etc.) or equivalent qualification Relevant experience of 2-4 years supporting Investment banking division of a bank, consulting firm, boutique firm, advisory firm Experience on working primarily qualitative work as well as quantitative work The candidate should have the ability to work independently and possesses the management/leadership skills to run the research on a day-to-day basis Sound knowledge and relevant work experience on industry and macro-economic overviews/ studies, competitive landscape, detailed company analysis, current market knowledge Ability to work on complex jobs independently Expert knowledge on sector and country-specific data sources, such as Factset, Pitchbook, Orbis and Merger Market Strong communication skills to engage with the client and managing workflow MS Office skills - should be excellent in MS Excel, MS PowerPoint, and MS Wor d

Acuity is currently looking for dedicated and motivatedindividuals who have strong leadership, organizational and teamwork skills forits Investment Banking team based in Gurgaon. KeyResponsibilities Play a key role in the origination, generation evaluation of ideas / opportunities, and execution of transactions and workingacross broad scope of assignments across multiple geographies and sectors Conduct deep dive research and analysis on variousindustries including TMT, Industrials Consumer, among others Working on company profiles (ranging from strips /thumbnails to one-page summaries to detailed ones), potential targets / buyers/ MA screening, Pitch book update and other adhoc research Take ownership of sophisticated financial models, companyvaluation, trading/ transaction comparable, ratio analysis, financialperformance analysis, etc. Structure and/or supervise presentations and projects /transactions related documents Benchmark companies on various financial and operatingparameters to analyze the competitive positioning Exhaustive secondary research (through databases, generalsecondary sources, journals, annual reports, company websites, government andministry websites) Communicate with current potential clients regardingprojects structuring, timelines and clarifying queries Industry screening on pre-defined criteria to create ashortlist Financial analysis with extensive use of databases,filings and other company documents Manage project timelines and quality of deliverables in amanner to ensure high client satisfaction Presenting findings of analysis to clients, team membersand senior management Conducting detailed quality checks of all outgoingmaterials Ability to work individually and in the team KeyCompetencies MBA (Finance) / CA / CFA Experience of 2-4 years in Investment banking division ofa bank, boutique firm, KPO, consultancy and advisory firm Should have good knowledge, understanding and workingexperience of industry research, company profiles, case studies, potentialtargets / buyers / MA screening, company valuations and financialperformance analysis Strong finance fundamentals and knowledge of financialterminology Excellent working knowledge of databases such asBloomberg, Capital IQ, Thomson Reuters, FactSet, Pitchbook, CB Insights, etc. Excellent written and spoken communication skills MS Office skills - should be proficient in MS PowerPoint,MS Excel, and MS Word Exposure to handle client relationships Ability to work independently and effectively under tightdeadlines

Acuity iscurrently looking for dedicated and motivated individuals who have strongleadership, organizational and teamwork skills for its Business InformationServices team (BIS) based in Gurgaon. Key Responsibilities Supportingthe onshore bankers in meeting their financial and qualitative informationrequirements across multiple sectors such as TMT, Energy, Real Estate,Automotive, Consumer, Healthcare and Banking for various companies and sectorsacross the globe. Tasks include: Information Retrieval: Provision of Company information packs, comprisingcompany filings, broker research, new runs and other specified information. Company and Sector Analysis: Company research and industryspecific or macro-economic research News Runs: Filteringof relevant news related to MA, management, material company announcementsusing google or third party paid sources Market Analysis: Sourcing of market data such as share prices,currency, ratios covering all asset types and products from multiplethird-party data sources Screening Peer identification or MA/ DCM/ ECM deal runs from market data sources Other Research: Researchingtechnical publications, regulatory frameworks, and data and analytical research Otheractivities include structuring deliverables/ teams developing efficientprocesses Managing ashift of junior research analysts and conducting quality control check of theoutgoing reports/packs of juniors Demonstratestrength and experience in client/requester relationship building andmanagement, information/knowledge needs assessment Required Background MBA or PGDMin Finance or equiv. qualification Minimum 2-4years of relevant experience in the Investment banking space Should becomfortable working in rotational shifts Expertknowledge on third-party sector country specific data sources such asBloomberg, Thomson Eikon, Factiva, Capital IQ, MergerMarket, Euromonitor etc. Understanding of financial concepts and awareness around different industries/sectors Strong communication skills to engage with the client and upscale the library work

Acuity iscurrently looking for dedicated and motivated individuals who have strongleadership, organizational and teamwork skills for its Business InformationServices team (BIS) based in Bangalore. Key Responsibilities Supportingthe onshore bankers in meeting their financial and qualitative informationrequirements across multiple sectors such as TMT, Energy, Real Estate,Automotive, Consumer, Healthcare and Banking for various companies and sectorsacross the globe. Tasks include: Information Retrieval: Provision of Company information packs, comprisingcompany filings, broker research, new runs and other specified information. Company and Sector Analysis: Company research and industryspecific or macro-economic research News Runs: Filteringof relevant news related to MA, management, material company announcementsusing google or third party paid sources Market Analysis: Sourcing of market data such as share prices,currency, ratios covering all asset types and products from multiplethird-party data sources Screening Peer identification or MA/ DCM/ ECM deal runs from market data sources Other Research: Researchingtechnical publications, regulatory frameworks, and data and analytical research Otheractivities include structuring deliverables/ teams developing efficientprocesses Managing ashift of junior research analysts and conducting quality control check of theoutgoing reports/packs of juniors Demonstratestrength and experience in client/requester relationship building andmanagement, information/knowledge needs assessment Required Background Grad or PG Minimum 2-4years of relevant experience in the Investment banking space Should becomfortable working in rotational shifts Expertknowledge on third-party sector country specific data sources such asBloomberg, Thomson Eikon, Factiva, Capital IQ, MergerMarket, Euromonitor etc. Understanding of financial concepts and awareness around different industries/sectors Strongcommunication skills to engage with the client and upscale the library work

Supporting our client in Metal Mining sector and prepare pitch books, industry decks, deals and peers screening, company profiles, ad-hoc and company focused discussion documents related to healthcare and allied sector Preparing financial analysis including trading / transaction comparable, operational / financial benchmarking, valuation analysis etc. Assist in preparing Pitch books including industry overview, company profiles, management biographies, broker outlook, share price performance analysis, deal case studies, peer valuation multiples etc. Engage client independently on calls and e-mails Produce high quality informative and visually appealing presentations and deck Excellent working knowledge of market database tools e.g., FactSet, Capital IQ, Thomson One, Orbis, Merger Market, Evaluate Pharma, Pitchbook etc. Manage 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 Conducting analysis performing quality control check of the outgoing reports/packs Required Background Post-Graduation in Finance (MBA, CFA, CA etc.) or equivalent qualification Relevant experience of 6-8 years supporting Investment banking division of a bank, consulting firm, boutique firm, advisory firm Experience on working primarily qualitative work as well as quantitative work The candidate should have the ability to work independently and possesses the management/leadership skills to run the research on a day-to-day basis Sound knowledge and relevant work experience on industry and macro-economic overviews/ studies, competitive landscape, detailed company analysis, current market knowledge Ability to work on complex jobs independently Expert knowledge on sector and country-specific data sources, such as Factset, Pitchbook, Orbis and Merger Market Strong communication skills to engage with the client and managing workflow MS Office skills - should be excellent in MS Excel, MS PowerPoint, and MS Wor d

We are looking for a candidate with experience in the asset management sector, particularly in performance reporting and risk analysis. The main duty of this position is to produce detailed monthly and quarterly performance and risk reports for investments, majorly hedge funds and private funds. The chosen candidate will use various data sources and analytical tools to create customized investment performance reports. Ensuring the highest quality and accuracy in report generation is crucial. This role involves close collaboration with client teams to improve operational efficiencies related to performance reporting and to meet strict client reporting deadlines. Knowledge of financial products and tools, including Bloomberg and advanced proficiency in MS Excel, is essential for success in this role. The candidate should be able to identify areas for improvement and implement changes to enhance the overall reporting process. Key Responsibilities Prepare and deliver high-quality performance measurement and attribution reports on time for scheduled and ad-hoc reporting requirements, ensuring high accuracy and professionalism. Expert knowledge of performance measurement concepts and methodologies, GIPS standards. Effectively manage competing deadlines by prioritizing reports based on data availability while maintaining flexibility to switch between tasks as needed. Support portfolio management groups with analytics, reporting solutions. Implement automated templates for performance reporting to reduce manual calculations and enhance controls. Collaborate with internal and external stakeholders to streamline processes and ensure data readiness. Conduct follow-ups with stakeholders and ensure compliance with reporting standards. Behavioral Competencies MBA/Master's degree. CFA any levels is a plus. 2-6 years of work experience Asset management industry. Good understanding on portfolio management, performance reporting concepts. Proficiency in Excel, PowerPoint and familiarity with financial tools. Ability to work independently and take ownership of tasks. Strong communication skills, good work ethic and ability to work collaboratively across all levels of the organization. Advanced excel and VBA macros are added advantages.

Acuityis currently looking for dedicated and motivated individuals who have strong exposureto Insurance Financial Industry Group, for its Investment Banking teambased in Gurgaon. Key Responsibilities Supporting our investment banking clients on insurance industryanalysis which includes providing research-based outputs on insurance players,KPIs and market landscape Preparing insurance company profiles, pitch books, detailedfinancial analysis, industry reports, company focused discussion documents Preparing financial analysis including trading / transactioncomparable, operational / financial benchmarking, etc. Meet project timelines and quality of deliverables in a manner toensure high client satisfaction Conducting quality control check of the outgoing reports / packs Other activities include structuring deliverables / teams developing new capabilities / new research products Demonstratestrength and experience in client / requester relationship building andmanagement, information / knowledge needs assessment Required Background Education: Post-Graduationin Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.) Experience: Minimum 4-6years of experience in the Investment banking space, with focus on insurance companyanalysis Skills: In-deptunderstanding of US / Europe-based insurance companies landscape, reporting,KPIs, financial analysis. Should be well versed with MS Office suite speciallyMicrosoft Excel, Word and Power Point Knowledge: Workingknowledge of database such as Capital IQ Pro / Capital IQ, Bloomberg, Factset,Thomson, etc. Leading and delivering projects, including: o Company profiles andpitch book support o Macro-economic and industry overviews with experienceworking across various industries o Target identification, Trading andTransaction comps o Benchmarking, Ratio analysis o Financial modeling Excellentwritten and spoken communication skills with experience in Client handling

Deep knowledge of the private equity market, including trends, regulatory changes, and the competitive landscape. Market and industry research on both primary and secondary research basis Assist in Portfolio management, quarterly and annual portfolio reporting. Proficiency in valuing PE fund interests, Net Asset Value and understanding the intricacies of different valuation methods. Run financial models for underlying companies (asset operating models) and fund level returns. Participate in evaluation and analysis of secondary transactions and assets across stages (i.e. buyout, venture, growth equity, etc.), industries and geography. Ability to analyze complex financial data and market conditions. Construct an opinion around various investment opportunities and efficiently communicate in written materials Prepare company profiles, investor profiles portfolios, financial analysis including trading / transaction comparable, operational / financial benchmarking, etc. Exposure to all stages of GP-led/ LP-led secondary transactions, supporting deal execution and process management Experience in conducting thorough due diligence to assess the quality and potential of fund interests. Quantitative and qualitative due diligence on leveraged buyout, venture capital and other private equity limited partnership interests and their underlying company investments Act as the primary point of contact for clients, addressing their needs, providing updates, and ensuring high levels of satisfaction Meet project timelines and quality of deliverables in a manner to ensure high client satisfaction Preferred Candidate- Education: Post-Graduation in Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.) Experience: 3-5 years of experience in financial analysis, investment banking, private equity, or a related field, with a focus on secondaries Skills: Strong analytical and problem-solving skills, proficiency in financial modeling and MS Excel, Power Point, excellent communication and interpersonal skills, and the ability to manage multiple tasks simultaneously Knowledge: In-depth understanding of the US secondaries market. In-depth knowledge of database such as Preqin, PitchBook, SecondaryLink, Capital IQ / Capital IQ Pro and other Secondaries-specific databases Ability to work independently and collaboratively in a fast-paced environment

The candidate will work dedicatedly with an investment banking offshore team and will be responsible for end-to-end management of the projects. The candidate will be in direct interaction with client and responsible for final delivery of projects. Key Responsibilities Supporting our clients in different sector teams and preparing pitch books, market data slides, industry reports, and company focused discussion documents, studying analyzing different valuation techniques including Trading and transaction comps and financial models in a particular industry. Utilizing data sources like SNL, FactSet and Bloomberg. Managing delivery of projects including critical industry or market analysis, company reports, ad-hoc requests, financial analysis, competitive benchmarking and opportunity assessments through in depth secondary research Manage 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 Required Background Excellent written and spoken communication skills MBA/ CFA/ CA or Post Graduation in Finance or equivalent qualification Leading and delivering projects, including: o Company Profiles (Short, Detailed etc) using primary sources only o MAs summary and league runs o Market and Industry Studies o Macro Level Analysis / Country Study o Other Adhoc Research Working on Bloomberg, Merger market and various other market data sources

Toprovide investment banking research and analytics support to IB/Advisory firm . Work on deal origination andexecution work streams Key Responsibilities Supporting our clients on preparing pitch books, company profiles, strip profiles, trading comps, precedent transactions comps, valuation models, industry study, company focused discussion documents, studying analyzing different business financial models in a particular / various industry Managing delivery execution of projects including Memos, case studies, newsletters, broker/operational benchmarking, WACC analysis, potential buyer analysis, change of control analysis shareholder / ownership analysis, etc. Manage 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 Conducting analysis performing quality control check of the outgoing reports/packs Demonstrate strength and experience in client/requester relationship building and management, information/knowledge needs assessment Required Background Post-Graduation in Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.) 2-4 years of experience in the Investment banking space Excellent written and spoken communication skills with experience in client relationship management Should be able to work independently with minimal guidance as the job requires working with senior leadership team at the clients end Should be well versed with MS Office suite specially Microsoft Excel and Power Point (extensive use of excel models and powerpoint Working knowledge of database such as Factset, Bloomberg, CapitalIQ,Thomson, etc.

The candidatewill work dedicatedly for a Project Financing team of a Global investment bank,supporting on creating complex financial models and validating/ updating modelsalready in place, and also preparing relevant material with underlyingassumptions and outcome in word/ ppt. Key Responsibilities Develop,build and or validate complex project financial models to evaluate variousproject investment scenarios. The modelswould comprise project cash flows modelling, debt capacity modelling and alsotax equity modelling relevant to US power and infrastructure projects Independently able to structure models in discussion with onshore bankersfollowing a suggestive approach and execute with excellent quality to ensurehigh client satisfaction Additionally, should be able to prepare deal related memos i.e. credit approvalmemos, investment memorandums etc. Demonstratestrength and flair in client/requester relationship building and management , information / knowledge needs assessment. RequiredBackground MBA/ CFA/CA Relevant 4+years of Power including Renewable Energy like Solar and Wind Energy projectsor infrastructure projects in an investment banking division of a bank,boutique firm, KPO, consultancy, or advisory firm Stronganalytical and statistical skills to assess and understand project investmentstructures, government regulations/ policies and industry, to prepare modelsand related assumptions Thecandidate should be self-starter and should be able to work independently Excellentwritten and spoken communication skills MS Officeskills MS Excel should excellent along with proficiency in MS PowerPoint andMS Word. Ability to create macros would be added advantage

Will be responsible for working as part of the dedicated team for an investment bank Supporting our clients on multiple industries including IT/ BPO, Telecom, Consumer, Pharma, Infrastructure, Healthcare, Retail and Industrials , Energy Power, Metals Mining, FIG, ECM, DCM among others and preparing pitch books, industry overviews, company focused discussion documents, studying analyzing different business financial models in a particular industry 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 Good understanding of financial analysis including operational (reserves and resources, production data, etc.) / financial benchmarking, trading/ transaction comparable etc 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 Required background MBA/ CFA/ CA Experience of 6-9 year supporting Investment banking division of a bank, consulting firm, boutique firm, advisory firm The candidate should have the ability to work as part of the team and independently as per the requirement Good written and spoken communication skills Working knowledge of databases such as Bloomberg, Capital IQ, Merger Market, etc. MS Office skills should be good in MS PowerPoint, MS Excel, and MS Word

Skill Set - Qual + Quant Responsibilities- Supporting our clients on multiple industries including Consumer, Industrials, Telecom, Real Estate, Infrastructure, Healthcare, Metal Mining, Retail, Oil Gas, FIG, Services Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, etc. Preparing pitch books, Information memorandum (IMs), 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 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 Required Background- MBA/ CFA/ CA with 5-8 years of experience in the Investment banking space Experience of working Investment banking projects, including Financial Benchmarking, Trading Transaction Comps, Modelling Sanity , Pitch book / IM support and company profiles. Macro-economic and industry overviews with experience working across various industries. Target identification, Trading and Transaction comps o Benchmarking, Ratio analysis. 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

Supporting our clients on multiple industries including Consumer, Industrials, Telecom, Real Estate, Infrastructure, Healthcare, Metal Mining, Retail, Oil Gas, FIG, Services Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, etc. Preparing pitch books, Information memorandum (IMs), 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 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 Preferred Profile- MBA/ CFA/ CA with 3-7 years of experience in the Investment banking space Experience of working Investment banking projects, including Financial Benchmarking, Trading Transaction Comps, Modelling Sanity , Pitch book / IM support and company profiles. Macro-economic and industry overviews with experience working across various industries. Target identification, Trading and Transaction comps o Benchmarking, Ratio analysis. 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