4 Pitch Book Jobs

Job Description: We are seeking a Qualified CA, CFA (USA), MBA-Finance with 4-6 years of relevant experience in Valuations and Financial Modeling. The ideal candidate should have a strong background in independently managing end-to-end Valuation Assignments for Indian Clients. As a Valuation Manager, you will be responsible for planning, team/client management, execution, and timely delivery of assignments with a focus on quality. The role is based in Gurgaon with the possibility of occasional travel to client locations in Delhi NCR or other areas as needed. The candidate must possess the following skills: - Good communication and interpersonal skills - Team player with a creative problem-solving mindset - Proactive, sincere, and go-getter attitude - Ability to multitask effectively - Positive attitude and innovative thinking Key Responsibilities: - Conducting financial modeling and valuation analysis - Familiarity with Valuation Concepts and Regulatory Requirements - Managing various engagements including Business Valuations, Intangible Valuations, PPA, Convertible Securities, and ESOP valuations - Handling multiple client engagements with a focus on client interactions and management - Sound knowledge of Indian Laws and Regulations related to valuation requirements - Planning and managing projects to ensure timely delivery with high quality - Team Management, Delivery Management, and Quality Management - Requirement Assessment, Developing Client Briefs, Valuation Methodology, and Approach Independently - Developing talents to support the firm's growth trajectory - Proficiency in computer skills (MS Excel, Word, and PowerPoint) - Working knowledge of databases like Capital IQ, PitchBook, and/or Thomson Reuters Preferred Qualifications: - Experience working with both Indian and Global clients - Strong report writing skills - Knowledge of applicable Regulatory laws and Compliance - Entrepreneurial mindset with a go-getter attitude - Experience with data analytical tools Location: Gurgaon Financial compensation: As per Industry Norms The Valuation Manager role will encompass various aspects of valuation, including fair value determination, intangible assets valuations, and project planning. The candidate will have the opportunity to collaborate cross-functionally with other departments, fostering continuous learning and growth.,

About the Company Axience is a professional business services firm, established with a credo of delivering Integrated Bespoke Solutions for our clients. We provide high-quality bespoke and boutique style financial and business research services and have established ourselves as a well-regarded research firm delivering value-added and complex work to a strong client base, through a highly capable analyst and management team. Our main office is located in Mumbai (India), along with small capabilities in Dubai (UAE) and Cluj Napoca (Romania). Our Financial Research Team The team supports reputable clients in the financial services industry including private equity and debt funds, investment banks, asset managers, and family offices, among others. Our clients are spread across Europe, the US, and the Middle East. As part of a team working on a variety of long-term and short-term engagements for global financial services firms/investors, you will gain extensive exposure to truly global professional standards. Position: VP / SVP Financial Research A VP / SVP at Axience is hired typically from peer groups or related backgrounds, with one of the key attributes being experience and expertise in areas such as equity/credit analysis (public or private), financial modeling, valuations, and investment report writing. Responsibilities will include (but not be limited to): - Work on projects such as supporting private equity clients in identifying and evaluating investment opportunities; similarly, working with investment banking/corporate advisory clients in pitching investment ideas. - Supporting sell/buy-side equity research clients in initiating coverage, annual/quarterly maintenance of models and reports, sector studies, and various thematic reports. - Work hands-on on complex projects requiring high levels of financial research expertise, as well as guide and supervise analysts. - Manage projects end-to-end from scoping and execution to keeping internal stakeholders updated and communicating directly with the client. - Assist in proposal preparation, work allocation among analyst team, work review, and finalization of deliverables. - Train, mentor, and monitor junior analysts. Academic and professional background: 8+ years of relevant experience for VP and 10+ years for SVP; prior experience of working in KPOs/captive offshore units of international investment banks/brokerage houses will be given preference. Experience in one or more of the following: - Sell/buy-side equity or credit research with highly developed financial modeling and report writing skills. - M&A analysis (for private equity, corporate finance advisory/investment banking clients) company and industry analysis, pitch book/IM/IC memos, financial modeling, valuations. MBA from top-tier colleges with a strong academic record; CFA highly preferred. Required skills: - Exceptional oral and written communication skills (English). - Quantitative analytical skills. - Ability to balance hands-on and hands-off approach. - Should be proactive in prioritizing and organizing tasks to meet deadlines while working on multiple projects. - Superior analytical, interpersonal skills, and ability to dig deeper into problems and suggest solutions. - Ability to work on unstructured situations and projects. Contact Candidates can also send their CV directly to fr.openings2@axience.com with the appropriate subject line, for a faster response. Other Requirements Only Mumbai-based candidates or those that are willing to relocate will be considered.,

Role & 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 Preferred candidate profile MBA/ CFA/ CA with 6-10 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 Interested candidates can mail the resume on Payal.Kapoor@acuitykp.com

Role & 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 Preferred candidate profile MBA/ CFA/ CA with 6-10 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