Lead Analyst (Private Equity)

Role & responsibilities

Job description: SGA is rapidly expanding its PE business and seeks a highly skilled Associate to manage

client onboarding and project execution. The ideal candidate should i) possess strong fund modelling

skills, ii) In-depth understanding of PE life cycle, fund structures and has knowledge of PE transactions

and key products, iii) demonstrated ability to create solutions for unstructured requests, and iv) excel

in independent review and quality check of clients projects. This role also requires effective

collaboration with internal stakeholders to ensure seamless delivery and drive successful project

outcomes.

Responsibilities:

• Analyzing company documents to create information memorandums, competitive landscape,

sector reports, financial benchmarking, evaluation of term sheets and trading and transaction

comps

• Identifying and profiling potential targets/buyers for sponsor led deals
• Working on Financial Models and assumptions validation, DCF, LBO, fund modelling,

sensitivity analysis, quality of earnings analysis

• Maintaining portfolio operating models, and performing periodic portfolio valuations
• Performing secondary research through the web and available databases to prepare

investment thesis and memorandums

• Comprehend client objectives in detail by front facing conversations. Build confidence and

create a strong impression in new prospects minds

• Be responsible for quality check and client deliverable. Develop solid relationships with

existing clients to ensure maximum client retention and client delight

• Participate in process improvement initiatives to enhance the efficiency and effectiveness of

projects

• Managing a team of 5-10 analysts

Requirements:

• At least 4 years of experience of working with or servicing Private Equity clients
• In-depth understanding of PE life cycle, fund structures and has knowledge of PE transactions

and key products

• Strong proficiency in financial modelling, fund modeling and valuation techniques and can

manage unstructured and open-ended requests

• Knowledge of databases such as Bloomberg, CapIQ, Pitchbook, Reuters, Factset, and

Mergermarket

• Excellent analytical and presentation skills and attention to detail

Soft Skills:

• Self-driven and Dynamic
• Able to think out-of-box and come up with innovate ideas
• Excellent written and oral communication skills in English
• Results oriented
• Problem solving skills

Education Qualification:

• MBA Finance / CFA level 2