59 Pitch Books Jobs

Role & responsibilities Support Investment Bankers in the US on various financial and business research products, primarily: Writing Company Profiles / Industry Reports Comparable Company Analysis and Comparable Transaction Analysis Business Information Services Working on various applications and databases such as Capital IQ, Bloomberg, Thomson Research, Thomson One, Factiva etc. In-depth knowledge of financial instruments / terminologies Proficient in MS Office Prior experience in Excel, Word and PowerPoint Regular interaction with the client to ensure efficient process management and effective client support Working on Critical Projects / Pilots Preferred candidate profile MBA finance, CFA/ CA/ Graduate (B.COM/ BBA) + CFA Pursuing (at least Level 1 Qualified)/ Masters in Finance/ FRM Minimum 5 years of experience in Investment Banking and Financial Research

We are hiring Investment Banking Analysts to join our fast-growing deal team. This is an exciting opportunity for highly driven individuals who want to build a career in core finance, investment banking, M&A, and valuation advisory. Roles and Responsibilities: Build detailed f inancial models : DCF, Comps, Precedents, LBO. Prepare pitch decks, information memorandums (IMs), teasers, and client presentations Conduct in-depth industry research, company profiling , and benchmarking. Assist in deal execution M&A, Private Equity, Venture Capital & Fundraising transactions. Work closely with senior bankers on live transactions and client mandates . Track industry trends, M&A activity, investor movements, and valuations. Desired Candidate Profile: Education: B.Com, BBA, BMS, MBA (Finance), CFA (Level 1+), CA (Inter or Final). Proficiency in Excel , PowerPoint , and f inancial analysis is mandatory. Prior internship or work experience in investment banking, equity research, or transaction advisory is a plus. Strong written and verbal communication skills. Detail-oriented, proactive, and ready to work in a fast-paced environment.

Job Purpose We are seeking a highly motivated Assistant Director with minimum 10 years of relevant experience.The role will be focused on supporting our Investment Banking team, one of Acuitys key industry vertical. In this role, you be responsible for leading a variety of strategy projects, including strategic planning, market and competitive analysis, and business growth initiatives to ensure the companys long-term success. You will work closely with senior leadership and business development teams to identify opportunities and support key decision-making processes. You will also be responsible for developing and maintaining understanding of key industry trends to inform new growth opportunities for the business. You will be part of the Projects & Transitions team and report to the Head of P&T. The ideal candidate will have extensive experience in the outsourcing domain, preferably in a KPO. If you are a strategic thinker with experience in the Investment Banking industry and a passion for driving business success, we encourage you to apply and join our dynamic team! Key Responsibilities Develop and execute strategic plans to support company objectives and drive business growth Provide insights on key industry trends and recommendations to senior leadership based on data-driven analysis Conduct market research, competitive analysis, and industry trend assessments to inform decision-making through data-based decisions Collaborate with cross-functional teams (Sales, Delivery, Technology) to identify cross sell opportunities for business growth Identify new business opportunities, partnerships, and innovative solutions, including tech innovation Lead client meetings and work on proving solutions to clients Develop compelling and strategic presentations for clients Consult global clients on new project requirements and propose 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

Location: Aliens Space Station, Tellapur , Hyderabad Mode: On Site | Work from Office Work timings: Mon-Sat 11-8PM Website: https://www.aliensgroup.in/ Role Summary: Aliens Group is a renowned real-estate developer based in Hyderabad. We have an in-house Fundraising team to assist the fundraising initiative at the Aliens Group and its projects. The incumbent will assist in the entire deal execution process - building financial models, pitch decks, information memos, etc and coordinate investor meetings and presentations, engage with potential investors, oversee due-diligence, develop appropriate cases for support and oversee any potential fundraising opportunity. Role & responsibilities Work closely with the Director-Capital Markets to raise funds for the Group and its projects Valuation analysis using appropriate models such as Discounted Cash Flow (DCF), Comparable Companies and Comparable Transactions (Comps), M&A models, and/or LBO models, etc to assess the feasibility of various transaction and financing structures Initiate/Assist deal origination; build, refine and update financial models; prepare Pitch books/Information Memorandums for the potential investors, resolve investor queries, provide appropriate financial data/analysis Analyze company, build business models, assess capital requirements, perform deal structuring and create any collateral required for transactions Oversee research and analysis on areas affecting the organization and real-estate industry including but not limited to Competitors, Financial Parameters, etc Facilitate commercial/legal/financial due diligence and deal closure Keep a track of all the regulatory/compliance requirements involved in or affecting the transaction including but not limited to tax implications for structuring deals like slump sales, floating of SPV, dividend distribution tax, intercompany borrowing, NCD, CCD, equity at the entity level, SPV level, other direct and indirect taxes, etc Preferred candidate profile MBA from Tier-1 B-Schools; CA first/second attempt with relevant experience in Fundraising/Investment Banking High degree of business acumen and financial modelling skills. Ability to prepare high quality Pitch-books and Information Memorandums Prior work experience into Investment Banking, Management Consulting and/or large firms with active deal origination is desirable Excellent at complex data analysis and good at number crunching

Key Responsibilities Review complex investment banking challenges and convert them into actionable stepwise projects. Conduct interviews with senior bankers and execution bankers and summarize/document key insights. Assist project management leads in converting core financial language to actionable Data/Tech projects. Advise and educate data scientists and engineers on Financial Analysis and Valuation Methodologies Ensure building functional QA for global filings (such as 20-Fs), GDRs, ADRs, options dilution etc. Build and maintain a taxonomy for company entities, ensuring consistency and accuracy in data analysis. Expert-level understanding of advanced ratio analysis and valuation techniques (comps, DCF, LBO etc.) Manage client relationships and effectively communicate with stakeholders to ensure seamless execution. Document project progress, business processes, and data requirements meticulously. Key Competencies 3+ years of experience in the Investment banking space Hands-on experience in front-office M&A / ECM / DCM support for senior and execution bankers Experience in a Business Analyst role, preferably within the investment bankingsector. Experience with market data analysis and financial datasets. Strong communication skills, both written and oral, with a business and technical aptitude. Excellent problem-solving skills and attention to detail. Strong organizational and documentation skills.

Position Overview: We are looking for a results-driven AVP with a strong background in financial consulting to oversee our financial research vertical focused on investment banking. The ideal candidate will have a proven track record in in creating financial deliverables, team/project management and client handling Key responsibilities include: Leading the team which supports M&A & ECM transactions by preparing documents like Information memorandums, Roadshow presentations, financial models, valuation, etc Understanding client deliverables, determining scope of engagements, delivering project plan to clients, managing timelines, and driving deliverables through plans Engagement and co-ordination with clients which include investment banks, PE/VC funds and corporates and foster strong relationships Oversee staffing, training & managing a team of analysts and interns, and ensuring completion of work within timelines Involvement with senior management in creating budgets of the team and meeting P&L targets Mentoring and coaching junior team members, providing guidance on financial analysis techniques, and professional development Building systems & processes, databases, firm-wide templates, and documents to standardize deliverable quality Qualifications: We are seeking a high-performing professional with strong financial expertise, analytical rigor, and demonstrated deal execution experience. The ideal candidate will be a self-starter who thrives in fast-paced, team-driven environments and brings a deep understanding of the investment banking landscape. Bachelors degree in finance, Economics, Engineering, or related discipline (CA/CFA preferred) 5-10 years of core Investment Banking experience, preferably across M&A, capital markets, or strategic advisory Advanced proficiency in financial modelling, valuation, Excel, PowerPoint, and data platforms such as Capital IQ, Pitchbook, or Bloomberg Proven track record of executing live deals, conducting due diligence, preparing pitch books, and building client-ready financial analysis Strong analytical and quantitative skills with a sharp eye for detail and accuracy Excellent verbal and written communication skills with the ability to articulate complex financial concepts clearly and effectively

Job Purpose 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. Roles & Responsibilities Supporting our client in Metal & Mining sector, FIG, Industrials sector, healthcare,consumer TMT etc Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, etc. Preparing pitch books, 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 Other responsibilities include: 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 Key Competencies MBA/ CFA/ CA 6-10 years of experience in the Investment banking space Experience of working Investment banking projects, including: Detailed financial analysis with knowledge / experience of working on financial statements Target identification, Trading and Transaction comps Benchmarking, Ratio analysis Pitch book / IM support and company profiles Macro-economic and industry overviews with experience working across various industries Bespoke qualitative research 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 can mail the resume on Payal.kapoor@acuitykp.com

Support IR with reports, financial models & investor data. Maintain valuation models &analyze market trends. Use Bloomberg, track industry updates & assist in investor queries. Knowledge of DCF, EV/EBITDA, DuPont, credit ratios needed. Sell Side exp Required Candidate profile MBA from Tier 1 or Tier 2 Colleges/CA/CFA Level 3 / ICWA. Should have experience of working with Sell Side Firm.

We are seeking candidates who can join immediately or within a maximum notice period of 30 days. Description: Sutherland is seeking an attentive and analytical person to join us as a Sr. Professional / Associate Manager Investment Banking to be responsible for providing highly customized investment research support to some of the top Investment Banking and Private Equity clients in the Sutherland Research division. Responsibilities: Support the team in delivering client requests which will ultimately help end-clients in M&A Advisory Research, Buy Side / Sell Side Research, Idea Generation, Pitch books, Due-diligence assignments, etc. Ability to interpret, analyze and summarize complex data and turn it into insightful presentations / charts from a Buy-Side Research perspective Have excellent written and oral communication skills Should be able to independently engage with Investment Banking and Private Equity clients of Sutherland with minimal supervision Ability to lead a team and groom junior team member Work professionally and coherently with a diverse group of executives, managers, and subject matter experts Maintain knowledge and stay abreast of developments in the fields related to his/ her area of responsibilities Typical deliverables include (but not limited to): Pitch Books Operational & Financial Benchmarking Precedent Transaction Analysis Industry / Sector / Company Studies Financial Modeling & Valuation (Absolute and Relative Valuation) Investment Memos / Confidential Information Memorandums Qualifications: To succeed in this position, you must: Be an MBA Finance and / or a Chartered Accountant CFA Charter holder would be an added advantage (but not mandatory) Have at least seven years of prior experience in Investment Banking M&A Advisory Research / Private Equity Efficient in Microsoft Office products, especially MS Excel and MS Power point Be able to work in a fast-paced environment Have strong analytical skills; be able to interpret data, identify trends, and make suggestions for improvements Be pro-active in developing trust and professional rapport with employees and team members; work as a team-player Have strong verbal and written communication skills; be able to communicate in a clear, constructive, and professional manner

The ideal candidate will have interest in the relevant areas of investment banking. He / she shall work with start-ups at an early stage from fund-raising as well as corporate finance advisory perspective.

We are looking for a Mergers and Acquisitions Manager to join a fast growing KPO located at BELGAUM - KARNATAKA. The ideal candidate will possess strong analytical skills, financial acumen, and a deep understanding of global trends to support decision-making processes along with Team Handling experience. As a Mergers and Acquisitions Manager, you will work closely with senior management and cross-functional teams to assess potential deals, conduct due diligence, and provide recommendations. Your ability to interpret complex financial data, create detailed financial models, and communicate findings effectively will be critical to your success in this role. If you are a detail-oriented professional with a passion for corporate strategy and finance, we encourage you to apply. Responsibilities - Conduct financial analysis and modelling to evaluate potential M&A opportunities. Understanding of valuation methodologies. Collaborate with cross-functional teams to gather and analyze relevant data. Prepare detailed reports and presentations for senior management and stakeholders. Support negotiations and deal structuring processes. Preferred candidate profile - Bachelors degree in finance, Economics, Business, or a related field. 5 -1 0 years of experience in investment banking, corporate finance, or a similar role. Strong analytical and quantitative skills with proficiency in financial modeling. Excellent communication and presentation skills. Ability to work under pressure and meet tight deadlines. Proficiency in Microsoft Excel, PowerPoint, and financial analysis tools. Attention to detail and strong organisational skills WILLINGNESS TO MOVE TO BELGAUM - KARNATAKA

Key Responsibilities Review complex investment banking challenges and convert them into actionable stepwise projects. Conduct interviews with senior bankers and execution bankers and summarize/document key insights. Assist project management leads in converting core financial language to actionable Data/Tech projects. Advise and educate data scientists and engineers on Financial Analysis and Valuation Methodologies Ensure building functional QA for global filings (such as 20-Fs), GDRs, ADRs, options dilution etc. Build and maintain a taxonomy for company entities, ensuring consistency and accuracy in data analysis. Expert-level understanding of advanced ratio analysis and valuation techniques (comps, DCF, LBO etc.) Manage client relationships and effectively communicate with stakeholders to ensure seamless execution. Document project progress, business processes, and data requirements meticulously. Key Competencies Masters in finance/CA/CFA 3 +years of experience in the Investment banking space Hands-on experience in front-office M&A / ECM / DCM support for senior and execution bankers Experience in a Business Analyst role, preferably within the investment banking sector. Experience with market data analysis and financial datasets. Strong communication skills, both written and oral, with a business and technical aptitude. Excellent problem-solving skills and attention to detail. Strong organizational and documentation skills.

-Execute M&A transactions, private equity fundraising & strategic advisory -Represent firm & participate in developing deal flows which will involve origination and evaluation of deal -Conduct detailed financial modelling, valuations & structuring Required Candidate profile -Prepare pitch books, IMs, teasers, and investor presentations -Manage due diligence and coordinate with legal, tax & financial advisors -Actively interact with clients, investors & other stakeholders

Job Opportunity Acuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Business Information Services team (BIS) based in Bangalore. Role & responsibilities Supporting the onshore bankers in meeting their financial and qualitative information requirements across multiple sectors such as TMT, Energy, Real Estate, Automotive, Consumer, Healthcare and Banking for various companies and sectors across the globe. Tasks include: Information Retrieval: Provision of Company information packs, comprising company filings, broker research, new runs and other specified information. Company and Sector Analysis: Company research and industry specific or macro-economic research News Runs: Filtering of relevant news related to M&A, management, material company announcements using 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 multiple third party data sources Screening Peer identification or M&A/ DCM/ ECM deal runs from market data sources Other Research: Researching technical publications, regulatory frameworks, and data and analytical research Other activities include structuring deliverables/ teams & developing efficient processes • Managing a shift of junior research analysts and conducting quality control check of the outgoing reports/packs of juniors Demonstrate strength and experience in client/requester relationship building and management, information/knowledge needs assessmen Preferred candidate profile Any Graduate degree Experience of 2-4 years in information research. Should be comfortable working in rotational shifts Expert knowledge on third party sector & country specific data sources such as Bloomberg, Thomson Eikon, Factiva, Capital IQ, MergerMarket, Euromonitor etc. Should be able work on MS Office applications

Job Purpose 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. Roles & Responsibilities Supporting our client in Metal & Mining sector, FIG, Industrials sector Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, etc. Preparing pitch books, 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 Other responsibilities include: 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 Key Competencies MBA/ CFA/ CA 2-6 years of experience in the Investment banking space Experience of working Investment banking projects, including: Detailed financial analysis with knowledge / experience of working on financial statements Target identification, Trading and Transaction comps Benchmarking, Ratio analysis Pitch book / IM support and company profiles Macro-economic and industry overviews with experience working across various industries Bespoke qualitative research 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 can mail the resume on Payal.kapoor@acuitykp.com

Job Description: Support Investment Bankers in the US on various financial and business research products, primarily: Writing Company Profiles / Industry Reports Comparable Company Analysis and Comparable Transaction Analysis Business Information Services Working on various applications and databases such as Capital IQ, Bloomberg, Thomson Research, Thomson One, Factiva etc. In-depth knowledge of financial instruments / terminologies Proficient in MS Office Prior experience in Excel, Word and PowerPoint Regular interaction with the client to ensure efficient process management and effective client support Working on Critical Projects / Pilots Qualifications: BA (Finance), CFA/ CA/ Graduate (B.COM/ BBA) + CFA Pursuing (at least Level 1 Qualified)/ Masters in Finance/ FRM Minimum 5 years of experience in Investment Banking and Financial Research Additional Information Work under high pressure and long hours Analytical mindset Good communication skills Problem solving capabilities Ability to work independently Handling client communication Attention to minute details To apply, Call Miss Linda at 9910022541

Role & responsibilities Excellent communication and presentation skills, ability to engage stakeholders in meaning discussion on the industry outlook and current themes. Ability to identify new themes in the sub sectors and work on comprehensive thematic research. Strong financial and analytical skills to assess the economic performance/analysis of companies and industries for clients. Should work independently and have the management/leadership skills to run the research on a day-to-day basis. Managing the project timelines and quality of deliverables ensuring "high client satisfaction" Conducting analysis and performing quality control check of the outgoing reports/packs Should be able to impart training to junior members in the team. Experience in analyzing industry trends and evaluating business dynamics. Generating ideas and creating presentations as part of pitch books. Advanced Excel and PowerPoint skills (Excel VBA knowledge is an added advantage). Good written and verbal communication skills. Expert knowledge on financial databases (Bloomberg, Capital IQ, Thomson Reuters, Pitchbook, Merger Market) Valuation of companies by building comprehensive financial models using DCF, LBO, M&A and relative valuation techniques Preferred candidate profile MBA/ CFA/ CA with 4-6 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 Detailed financial analysis & Bespoke qualitative research 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

Role & responsibilities • Analysing company reporting documents to create pitchbooks, company profiles, information memorandums, sector reports, financial benchmarking and trading and transaction comps • Identifying potential targets/buyers for M&A deals • Working on Financial Models, DCF, LBO, and Football field analysis • Performing secondary research through the web and available databases to prepare investment decks • Interacting with the client for project coordination, • Be responsible for quality check and client deliverable • Managing a team of 7-10 analysts ROLES & RESPONSIBILITIES • At least 5 years of experience in Private Equity/Investment Banking • End to end knowledge of PE/IB deal and key products • Deep understanding of all investment banking products and requirements • Experience in preparing pitch books, profiles, screening for targets/ buyers, sector reports, trading and transaction comps, as well as investment memorandums • Proficiency in financial modelling, including detailed 3 statement forecasting, multiple scenario analysis, DCF valuation, capital structure modelling, LBO and merger modelling • Strong in working on unstructured and open-ended requests • Prior experience of working and communicating with clients and various stakeholders • Knowledge of databases such as Bloomberg, CapIQ, Pitchbook, Reuters, FactSet, and Merger market • Excellent in MS PowerPoint and MS Excel • Work with sales teams on business development activities • Participate in new client discussions, conduct workshops and demos • Transition new engagements from client site to SGA • Manage staffing and attrition for allocated teams • Conduct on the job and off the job trainings for the team members REQUIRED SKILLSET • MBA Finance / CFA level 2+ • 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 If you think you will meet our requirements, then we look forward to meeting you

Job description Investment & Fundraising Associate Mumbai Full-Time | 10 - 25 LPA | Experience: 35 years I Industry: Renewable Energy We are hiring a dynamic Investment & Fundraising Associate to join our Corporate Finance team. The role involves leading due diligence for fundraising, preparing investor presentations, building financial models, and supporting joint ventures and strategic initiatives at the Holdco level. Key Responsibilities: Lead technical, financial, and legal due diligence for equity fundraising Build and manage financial models and pitch decks Coordinate with consultants and maintain data rooms Support investor relations, shareholder approvals, and strategic projects Requirements: MBA (Finance) or CA with 35 years of experience Strong financial modeling & presentation skills (Excel, PowerPoint) Background in IB, PE/VC, consulting, or corporate finance Experience in renewable energy is a plus Interested candidate share your updated resume at support@springhr.com Name: E-mail id: Location: DOB: Highest education: Year of passing: Current organization: Current Designation: Experience: Current CTC: fixed+variable Expected CTC: Notice period:

Leading M&A and Private Equity transaction executions end to end, Should have exposure to Financial services and fintech space. Lead preparation of pitch/ discussion decks, Client management on executions. Preparation of collaterals Teasers Info Memo

1.Financial Advisory,2.Capital Raising,3.Market Research and Analysis,4.Financial Modeling and Valuation,5.Pitch Book and Presentation Preparation,6.Deal Execution,7.Client Relationship Management, 8.Risk Management and Compliance Required Candidate profile 1.Trading and Sales (for some divisions) 2.Strategic Planning and Market Positioning

Your role as a Manager: We expect our people to embrace and live our purpose by challenging themselves to identify issues that are most important for our clients, our people, and for society. In addition to living our purpose, Manager across our organization must strive to be: Inspiring - Leading with integrity to build inclusion and motivation Committed to creating purpose - Creating a sense of vision and purpose Agile - Achieving high-quality results through collaboration and Team unity Skilled at building diverse capability - Developing diverse capabilities for the future Persuasive / Influencing - Persuading and influencing stakeholders Collaborating - Partnering to build new solutions Delivering value - Showing commercial acumen Committed to expanding business - Leveraging new business opportunities Analytical Acumen - Leveraging data to recommend impactful approach and solutions through the power of analysis and visualization Effective communication Must be well abled to have well-structured and well-articulated conversations to achieve win-win possibilities Engagement Management / Delivery Excellence - Effectively managing engagement(s) to ensure timely and proactive execution as well as course correction for the success of engagement(s) Managing change - Responding to changing environment with resilience Managing Quality & Risk - Delivering high quality results and mitigating risks with utmost integrity and precision Strategic Thinking & Problem Solving - Applying strategic mindset to solve business issues and complex problems Tech Savvy - Leveraging ethical technology practices to deliver high impact for clients and for Deloitte Empathetic leadership and inclusivity - creating a safe and thriving environment where everyone's valued for who they are, use empathy to understand others to adapt our behaviours and attitudes to become more inclusive. Desired qualifications: Education: CA / MBA in Finance / CFA preferred, with a strong academic background. Experience: Minimum of 6-7 years in corporate finance and strategy with demonstrated experience in managing end-to-end transactions Exposure to work with global clients in industries e.g., ESDM, Manufacturing, Health Care & Pharma, Social, IT services, etc. (Any one) Prior experience in Government advisory mandates Strong report writing and reviewing skills, with an appropriate focus on attention to detail, conciseness and risk management. Strong commercial acumen and market awareness Good understanding of transaction documents Ability to multitask on multiple engagements. Fluency in written & verbal English Strong work ethic and positive attitude Your role as a Senior Executive: We expect our people to embrace and live our purpose by challenging themselves to identify issues that are most important for our clients, our people, and for society. In addition to living our purpose, Senior Executive across our organization must strive to be: Inspiring - Leading with integrity to build inclusion and motivation Committed to creating purpose - Creating a sense of vision and purpose Agile - Achieving high-quality results through collaboration and Team unity Skilled at building diverse capability - Developing diverse capabilities for the future Persuasive / Influencing - Persuading and influencing stakeholders Collaborating - Partnering to build new solutions Delivering value - Showing commercial acumen Committed to expanding business - Leveraging new business opportunities Analytical Acumen - Leveraging data to recommend impactful approach and solutions through the power of analysis and visualization Effective communication Must be well abled to have well-structured and well-articulated conversations to achieve win-win possibilities Engagement Management / Delivery Excellence - Effectively managing engagement(s) to ensure timely and proactive execution as well as course correction for the success of engagement(s) Managing change - Responding to changing environment with resilience Managing Quality & Risk - Delivering high quality results and mitigating risks with utmost integrity and precision Strategic Thinking & Problem Solving - Applying strategic mindset to solve business issues and complex problems Tech Savvy - Leveraging ethical technology practices to deliver high impact for clients and for Deloitte Empathetic leadership and inclusivity - creating a safe and thriving environment where everyone's valued for who they are, use empathy to understand others to adapt our behaviours and attitudes to become more inclusive. Desired qualifications: Education: CA / MBA in Finance / CFA preferred, with a strong academic background. Experience: Minimum of 1 to 2 years in corporate finance and strategy with demonstrated experience in managing end-to-end transactions Exposure to work with global clients in industries e.g., Automotive, ESDM, Manufacturing, IT services, Health Care etc. (Any one) Strong report writing and reviewing skills, with an appropriate focus on attention to detail, conciseness and risk management. Strong commercial acumen and market awareness Good understanding of transaction documents Ability to multitask on multiple engagements. Fluency in written & verbal English Strong work ethic and positive attitude

Job Purpose 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 Supporting our client in Metal & Mining sector Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, etc. Preparing pitch books, 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 Other responsibilities include: Scoping the new projects, structuring deliverables/new research products Producing high quality informative and visually appealing presentations and deck Key Competencies Post-Graduation in Finance or equiv. qualification (CFA, MBA, ACCA, or equiv.) 3-6 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.

Key Role Deliverables Working on financial and market research databases and ensuring workflow coordination across teams Handling data aggregation tasks like PIBs, research reports, company & people profiles, etc. to building templates from scratch, conducting competitive landscaping, screening companies for comparable analysis and market research Synthesizingthe data and presentingitinastructured manner Well versed with industry, economic & complex company-related research Managingand effectively resolvingall incoming queries from clients within agreed SLA Mentoring a team of Analysts andreportingto a Senior Associate/VP Responsible for checkingAnalystworkto ensure it is client-ready and serve as a point of contact for clients Prerequisites Experience in working on financialdatabaselikeCapIQ, PitchBook,Preqin,Dealogic, EIKON, IDC,Mergermarket, FactSet, Euromonitor, EIU, Factiva, Fitch Solutions (BMI),etc. Strong financeand financial reportingknowledge Excellent communication, time,and team managementskills Screening, market andindustryresearch andcompetitor analysisexpertise Well versed with MS Office Suite Experience 3 to 7 years of working experience (preferably in three or more databases mentioned above) Education Finance graduate/ MBA (Finance) Compensation The compensation structure will be as per industry standards

Description: Sutherland is seeking an attentive and analytical person to join us as a Lead in the Investment Banking Research team. Candidate would be responsible for working on customized investment research to some of the top Investment Banking and Private Equity clients in the Sutherland Research practice. Role & Responsibilities: Support the team in delivering client requests which will ultimately help end-clients in M&A Advisory Research, Buy Side / Sell Side Research, Idea Generation, Pitch books, Due-diligence assignments, etc. Ability to interpret, analyze and summarize complex data and turn it into insightful presentations / charts from a Buy-Side Research perspective Common deliverables include (but not limited to): Pitchbooks Operational & Financial Benchmarking Precedent M&A Transactions Analysis Comps / Comparables Analysis Industry/Sector research Company Profiling and Tearsheets Target/Buyer Screening Financial Modeling & Valuation (Absolute and Relative Valuation) Investment Memos / Confidential Information Memorandums Sector KPI Tracking/Newsletters Maintain knowledge and stay updated on developments in the work-associated topics Communicate via email/concalls with clients and drive delivery excellence Work professionally and coherently with a diverse group of executives, managers, and subject matter experts Qualifications: To succeed in this position, you must: Be an MBA Finance and / or a Chartered Accountant CFA Charter holder would be an added advantage (but not mandatory) Have at 2- 4years of prior experience in Investment Banking M&A Advisory Research / Private Equity Efficient in Microsoft Office products, especially MS Excel and MS Power point Be able to work in a fast-paced environment Have strong analytical skills; be able to interpret data, identify trends, and make suggestions for improvements Be pro-active in developing trust and professional rapport with employees and team members; work as a team-player Have strong verbal and written communication skills; be able to communicate in a clear, constructive, and professional manner Shift Details: Work Shift: 12pm to 9pm (hybrid, Airoli office) Hybrid Working: 3 days in office and 2 days WAH (work-at-home - Mumbai). This will change as per client and changing business requirements. Working days: Monday to Friday No planed leaves for first three months to ensure proper learning and development.