59 Pitch Books Jobs - Page 2

Handle clients, lead fundraising and M&A deals, build investor relations, manage financial modelling & analysis, create investor decks, support due diligence, ensure communication, drive strategy, perform valuations, and conduct industry research. Required Candidate profile CA or MBA with 3+ years in investment banking. Skilled in client handling, real estate exposure preferred. Proficient in MS Excel, PowerPoint. Strong in analysis, valuation and data interpretation.

Responsible for deal identification, sourcing/execution, closure of private equity, venture capital, M&A transactions. Must have experience in the entire life cycle of transaction. Preparation of pitch books such as IM, Teasers, Presentations, etc. Required Candidate profile Has thorough understanding of financial statements, business valuation methods, Has networking abilities to build relationship with the clients & investors, Proficiency in spoken and written English

Role & responsibilities Supporting our clients on live deals and pitching / origination tasks, across Oil & Gas Sector Preparing pitch books/Information memorandum (IMs), industry reports, deals & peers screening, company profiles and company focused discussion documents related to various industries. Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis Required Background Graduate /Post Graduate/ CFA Level Cleared 3-5 years of experience in the Investment banking space. Leading and delivering projects, including: Pitch book / IM support and company profiles Macro-economic and industry overviews with experience working across various industries Detailed financial analysis including financial models (DCF, LBO and others) Bespoke qualitative research Target identification, Trading and Transaction comps 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 is an added advantage Interested candidates can mail the resume on Payal.Kapoor@acuitykp.com

We are hiring on behalf of our esteemed client for an Investment Banking Analyst/Associate role. This is a unique opportunity to work in a fast-paced, high-impact environment,gaining exposure to high-profile deals and strategic financial transactions Required Candidate profile Conduct financial modeling (DCF, comps, precedent transactions) Perform market research, industry analysis & competitor benchmarking Assist in M&A, IPOs, debt/equity financing & restructuring

Role & responsibilities Supporting our clients on multiple projects on investment banking mandates Preparing pitch books, industry reports, deals and peers screening, company profiles, macroeconomic updates and company focused discussion documents related to various industries. Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, financial modeling etc. Operational/ financial benchmarking, valuation, public market information and performance ratio analysis Updates weekly/monthly capital market updates 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 Produce high quality informative and visually appealing presentations and deck Portfolio Management: Ability to manage and optimize portfolios of limited partnership interests, ensuring diversification and risk management. Assist in Portfolio management, quarterly and annual portfolio reporting. Market Insight: Deep knowledge of the private equity market, including trends, regulatory changes, and the competitive landscape. Market and industry research on both a primary and secondary research basis. Valuation Expertise : Proficiency in valuing private equity fund interests and understanding the intricacies of different valuation methods. Run financial models for underlying companies (asset operating models, LBO) and fund level returns. Due Diligence: Expertise in conducting thorough due diligence to assess the quality and potential of fund interests being traded. Manage interactions with buyers and respond to due diligence inquiries and contribute to client relationship management and deal origination initiatives. Quantitative and qualitative due diligence on leveraged buyout, venture capital and other private equity limited partnership interests and their underlying company investments. Analytical Skills : Participate in evaluation and analysis of secondary transactions and assets across stages (i.e. buyout, venture, growth equity, etc.), industries and geographies. Ability to analyse complex financial data and market conditions to make informed investment decisions. Construct an opinion around various investment opportunities and efficiently communicate it both verbally and in written material Preferred candidate profile 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) Working knowledge of database such as Factset, Bloomberg, CapitalIQ, Thomson, etc. Interested candidates can mail the resume on Payal.kapoor@acuitykp.com

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

Role & responsibilities: Understanding clients specific research requirements and architecting solutions Project scoping, requirement assessment and problem structuring Advanced data collection, synthesis, and analysis Working across niche domains with low data availability, and building points of view using extensive secondary research Representative projects will include: Industry/Sector landscapes Target identification and monitoring Due diligence support Financial analysis and modelling Transaction and trading comparable benchmarking and analysis Preparing pitchbooks Preferred candidate profile: Minimum of 2 years' experience in managing projects and teams. Must enjoy problem solving with strong analytical ability and attention to detail. Experience of managing global clients. Notice Period: Can join us within 15 days.

Special Skill Set: * Advanced ability in developing project financial models, budgeting, and forecasting tools. * Prior experience with INDEX, OFFSET functions along with high competence in Scenario analysis and Macros. * Proven ability to understand and convey Corporate Finance concepts to Clients non-financial members. * Understanding of Debt funding, contract structures, Bid pricing, and deferred payment plans. * Strong organizational and time management skills for managing and coordinating a variety of tasks simultaneously. * Detail oriented with high level of attention to accuracy. * Top-notch communication skills and ability to effectively interact with global clients RESPONSIBILITIES: * Provide advisory assistance to Clients during fund-raising transactions by way preempting investor queries and resolving them, coordinating, and collating all key information to be submitted to investors, preparing necessary analytical data, presentations and assisting with any other necessary activity in the process. * Communicate and liaison with existing and prospective equity investors, bondholders, lenders, rating agencies, developers, and other important stakeholders to understand key requirements of the bid and the underlying business model. * Detailed discussion with the client to understand their requirement and advise on the financing structure. * Develop financial models to capture financial and operating KPIs and ad-hoc financial analysis to drive better decision-making and prioritization for Bid submission and assessment. Ideal candidate will have experience in simulating financial modelling features including (but not limited to): Income Statement Bid Price and Volume sensitivity. Project and Contractual Life considerations Booking and Billing schedules Capacity utilization assessment Construction, operating and maintenance costs. Production driven salary and Wages schedules Commission structures. Rent to Own asset simulation. Debt financing arrangements Debt structure Repayment Structure and Tenure sensitivity Frequency and Moratorium sensitivity Distributions to equity Dividend pay-outs Earnout simulations for Bid executions. Capitalization IRR assessment Project and Equity IRR calculations OTHER ASPECTS: * Experience within analysis and financial controls. * University degree in Accounting or Finance. * Previous experience with Budgeting, Forecasting, and Planning is ideal. * Proactive, high energy and detail/results oriented. * Strong interpersonal skills and the ability to communicate effectively. * Ability to handle multiple projects in a fast paced & complex environment with short deadlines. * Advanced Microsoft Excel skills.

Job Purpose: To work on M&A (Mergers & Acquisitions), PE (Private Equity) strategy, deal structuring and execution. Roles and Responsibilities: Study the deal feasibility, research and analyze deals to advise clients on potential synergies, growth opportunities and investment strategies Build financial models from scratch and update existing models by implementing newly available data Prepare PowerPoint presentations, valuations, financial forecasts, business plans, reports to support investment decisions for investors, Executives, and Board of Directors Prepare Teasers, Pitchbooks/pitch-decks, IM/CIM (Confidential Information Memorandum), LoI (Letter of Intent), MoU (Memorandum of Understanding), TS (Term Sheet), JV (Joint Venture) agreements, strategy roadmaps, value propositions and other financial / legal documents Lead and assist the PE (Private Equity) function, in pitching projects to potential investors and fundraising Conduct market research and financial analysis on industry peers, track developments and regulatory changes in the Investment Banking space, across various geographies, to provide insights. Participate in teleconferences and meetings with clients/affiliates/forum Companies at all stages from deal origination to deal closure. Work for due diligence, deal negotiation, deal structuring and closure, for driving deals through milestone stages, with a dynamic coordination with internal functions. Direct the work-efforts on multiple projects, negotiate business contracts and develop innovative approaches towards timely delivery and closure Lead deliveries at all milestone stages and be directly responsible for 50 crore transaction realization, annually, through deal execution Create and maintain updated databases of Financial Institutions (FIs), Banks, PE Firms, Investors, and build relationships. Core Skills: Excellent financial analysis, financial modeling and valuation skills Exceptional presentation and English communication skills (verbal & written) Client interaction skills Problem solving abilities. Strong analytical & interpretation skills Education and Experience: Postgraduate in Finance (MBA-Finance | CA | CFA), with excellent academic record. Total Experience 10-15 years - of which minimum 5 years should be in M&A advisory, PE consulting or with boutique investment banking firm. Contact: 020-42005555 / careers@alcorib.com

Job Purpose 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. Key Responsibilities Maintaining high quality in the below workflows by performing quality checks, providing training, mentoring and upskilling juniors: 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 worktypes 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 M&A and capital raising activities Communicating clearly and confidently with internal and external stakeholdersboth written and verbal Providing strategic thought leadership through the authoring of blogs and whitepapers Key Competencies 8+ 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 M&A 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 Excellent written and spoken English communication skills A strong work ethic The ability to work independently and meet deadlines under pressure Interested candidate can mail the resume on Payal.Kapoor@acuitykp.com

Purpose of the role To support coverage to grow income for both new and existing customers by providing marketing leading tools, a world class learning & development programme as well as analytical support in terms of sales management tools to contribute to the overall success of UKC. Accountabilities Design, execution and embedding of an ongoing roadmap to provides market leading Tools for RDs and Coverage. Design, execution and embedding of an ongoing training plan to provide World Class Learning’. Support the delivery of market leading client collateral to provide a competitive advantage to RDs. . Collaboration with Product to develop market leading industry/segment focused products and multi product solutions and develop and drive initiatives. Development of the data capability across UK Corporate to enable delivery of client insights to drive acquisitions and increase wallet share. Maximise the positive impact of UCRM and Salesforce as a tool for Corporate Banking. Implementation of agreed minimum standards and best practices across UK Corporate and support this with sales management tools to drive overall success. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team’s operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave. Additional Job Description Join us as an "Assistant Manager" at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. The Deal Support Team (DST) was setup in May 2008 with an objective to provide support to the Corporate and Business Banking origination teams through research and analysis. It provides end to end support in the deal value chain, right from prospect generation to pitchbook and engagement books to support initial client meeting or annual discussions with the existing customers. Key responsibilities of the team include: Providing deal and pitch book development support to BCB (UK) sales teams. Enhance the conversion of sales pitches into actual deals and customer acquisition, i.e. drive wallet share and new business activity. Conduct market and industry research for pitch books as well as ad-hoc research to inform the sales teams of latest market developments. Conduct customer-specific research (strategy and operations) to provide a full view of the customer. Develop market benchmarks to support the full customer view and general market research. Liaise with key business stakeholders to ensure a clear understanding of the value derived from the analysis and improvement areas. To be a successful “Assistant Manager”, you must possess (Basic/ Essential Qualifications): Knowledge of MS Office applications (Outlook, Word, Excel, and PowerPoint). Excellent analytical and data interpretation skills including tools - EXCEL & Python etc. Market research expertise. Aptitude to work in a variable business environment, periodically requiring tight deadlines and aggressive turn-around times. Knowledge and understanding of the financial services industry, commercial or investment banking. Knowledge of market and industry research tools, e.g. D&B Hoovers, Refinitiv, Capital IQ, etc. Fair knowledge of Financial Statements and ratios. Solid market research skills using a variety of sources software packages. Ability to deliver structured and effective market and industry analysis. Communication skills like ability to synthesize and summarize information concisely and ability to speak internationally with ease. Teamwork: Enjoys working in cross functional and multi-national teams. Ability to drive own performance and achieve results. Take responsibility for own personal development. Attention to detail and quality of output. Some highly valued skills (Desired Skills/ Desirable skillsets/ good to have) are: Preferably a Postgraduate or MBA or MBA equivalent. Market and industry research experience, preferably for a business research or consulting firm. Relevant experience of working in a financial services institution preferred. Passion for adding value to the business through the production of sound analysis and recommendations. Flexible to work in shifts, particularly UK. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. Location: Noida.

Role & responsibilities Proficiency in financial modelling, including detailed 3 statement forecasting, multiple scenario analysis, capital structure modelling, LBO and merger modelling Knowledge on business valuation concepts including DCF, trading comps, and precedent transactions Analyzing company reporting documents in order to create pitch books, company profiles, information memorandums, sector reports, financial benchmarking, trading and transaction comps Adept in reading and understanding financial reports, IPO prospectus, 10-Qs, 10-Ks, etc. Knowledge of databases such as Bloomberg, CapIQ, Reuters, FactSet, and Mergermarket Good communication skills for regular client communication Preferred candidate profile 2-7 years of experience in PE/IB Exceptional analytical, numerical and deal support skills (particularly extensive financial modelling and IB skills)ideally CFA qualified Ability to work/manage multiple projects and meet demanding deadlines MBA, CA, CFA or an equivalent degree Perks and benefits

Job description We are seeking candidates who are willing to relocate from India to our Colombo office in Sri Lanka for a minimum of 2-3 years. After this period, they will have the opportunity to return to one of our Acuity India offices located in Gurgaon, Bangalore, or Pune. 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 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 Other responsibilities include: Managing a team of 3-5 FTEs 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 6-8 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 Detailed financial analysis Bespoke qualitative research Target identification, Trading and Transaction comps 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.

Key responsibilities:_ Supporting our clients on multiple projects on investment banking mandates i. Preparing pitch books, industry reports, deals and peers screening, company profiles, macroeconomic updates and company focused discussion documents related to various industries. ii. Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis etc. iii. Operational/ financial benchmarking, valuation, public market information and performance ratio analysis iv. Updates weekly/monthly capital market updates 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 Produce high quality informative and visually appealing presentations and deck Key Competencies Post-Graduation in Finance or equiv. qualification (CFA, MBA, ACCA, 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) Working knowledge of database such as Factset, Bloomberg, CapitalIQ, Thomson, etc. We are seeking candidates who are willing to relocate from India to our Colombo office in Sri Lanka for a minimum of 2-3 years. After this period, they will have the opportunity to return to one of our Acuity India offices located in Gurgaon, Bangalore, or Pune.

AVP–Investment Banking role involves leading the team, managing fundraising(debt)/M&A transactions, Debt Syndication, client relation, financial analysis & stakeholder communication. Drive deal closures, enhance processes & deliver tailored solution. Required Candidate profile CA/MBA (Finance), 5+ years in Investment Banking, team/client management, real estate project experience preferred, advanced MS Office skills, strong in analytics, valuation, and data interpretation.

Key Responsibilities Supporting our clients on multiple projects on investment banking mandates Preparing pitch books, industry reports, deals and peers screening, company profiles, macroeconomic updates and company focused discussion documents related to various industries. Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, financial modeling etc. Operational/ financial benchmarking, valuation, public market information and performance ratio analysis Updates weekly/monthly capital market updates 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 Produce high quality informative and visually appealing presentations and deck Portfolio Management: Ability to manage and optimize portfolios of limited partnership interests, ensuring diversification and risk management. Assist in Portfolio management, quarterly and annual portfolio reporting. Market Insight: Deep knowledge of the private equity market, including trends, regulatory changes, and the competitive landscape. Market and industry research on both a primary and secondary research basis. Valuation Expertise : Proficiency in valuing private equity fund interests and understanding the intricacies of different valuation methods. Run financial models for underlying companies (asset operating models, LBO) and fund level returns. Due Diligence: Expertise in conducting thorough due diligence to assess the quality and potential of fund interests being traded. Manage interactions with buyers and respond to due diligence inquiries and contribute to client relationship management and deal origination initiatives. Quantitative and qualitative due diligence on leveraged buyout, venture capital and other private equity limited partnership interests and their underlying company investments. Analytical Skills : Participate in evaluation and analysis of secondary transactions and assets across stages (i.e. buyout, venture, growth equity, etc.), industries and geographies. Ability to analyse complex financial data and market conditions to make informed investment decisions. Construct an opinion around various investment opportunities and efficiently communicate it both verbally and in written materials. Reports: Prepare and present investment memos, transaction related documents and marketing materials to the Investment Committee. Exposure to all stages of GP-led/ LP-led secondary transactions, supporting deal execution and process management. Key Competencies 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 client’s 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.

Job Requirements: Proficiency in Financial Modeling, including detailed 3-statement Forecasting and multiple scenario analysis Knowledge of Valuation concepts including DCF, trading comps, and precedent transactions Analyzing Company Reporting documents to create Pitch Books, Company Profiles, Information Memorandums, Sector Reports, Newsletters, Competitive Financial Benchmarking, Target/Buyer Screening, Trading, and Transaction Comps. Adept in reading and understanding financial reports, IPO prospectus, 10-Qs, 10-Ks, etc. Knowledge of databases such as CapIQ and FactSet Excellent communication (both written and verbal) skills. Skill Set: 3-6 years of experience working with IB, PE, VCs, and Advisory clients Exceptional analytical, numerical, and IB deal support skills Ability to work/manage multiple projects and meet demanding deadlines. MBA, CA, CFA, or an equivalent degree Note: This is an exciting client-facing opportunity where you'll collaborate directly with top executives, including CIOs, CFOs, and other key decision-makers. This role not only offers exceptional exposure but also the chance to build impactful professional relationships and contribute to high-level strategic initiatives. Share your resume at bhumika.bisht@rhodiumanalytics.com

Role & responsibilities The role involves conducting industry research for a leading consulting client where, among other things, the focus is on the following: Identify new markets and chart entry strategies: Identify new markets for growth through analysis of market size, competitive landscape, growth opportunities and formulate organic and /or inorganic entry strategies Identify attractive opportunities: Identify emerging and high-growth sectors for investment through market analysis, such as, market size, historical and projected growth rates, emerging market trends, key drivers, etc. Deep dive into specific companies to understand core strengths, strategies, financial health, outlook etc. Benchmark products and marketing strategies : Market segmentation, product benchmarking, pricing studies, competitor analysis to identify best of breed strategies Enhance performance: Work closely with clients to manage and improve performance through tools, such as benchmarking, value chain analysis, customer analysis, competitive assessment, cost management, etc. Excel Linking of models: Link of the excel to provide financial benchmarking and financial analysis Key Competencies 1-3 years of experience in strategy research and analysis across domains. Working on conventional requests: Assisting client in requests catering to value chain, analysing market, deep diving into the energy value chain, analysis of market size, competitive landscape, growth opportunities The research role is primarily a qualitative research role, though some basic understanding of quantitative terms are required. A deeper understanding of business models of O&G sector is a must. Experience in conducting market/industry studies, company research, M&A deal screening, competitive analysis, benchmarking and analysis is also needed. Good at MS Office; including MS Excel and Word Comfort with working on complex excel sheets Understanding of databases such as Capital IQ, Factiva, Refinitiv, Global Data, etc. is a plus Experience in handling projects independently Also, able to work on short duration turn-around requests, i.e. turnaround of 1 day or less Strong problem-solving abilities and analytical thinking skills, as evidenced by extensive experience in utilizing those skills in research and consulting environment. Adept at synthesizing information to generate insights Strong written and verbal communication skills

We are seeking candidates who are willing to relocate from India to our Colombo office in Sri Lanka for a minimum of 2-3 years. After this period, they will have the opportunity to return to one of our Acuity India offices located in Gurgaon, Bangalore, or Pune. 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 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 Other responsibilities include: Managing a team of 3-5 FTEs 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 6-8 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 Detailed financial analysis Bespoke qualitative research Target identification, Trading and Transaction comps 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.

Role & responsibilities Looking after the training and development needs of the Associates and Analysts Understanding client requirements and estimating the time effort required Prepare capital structure analysis, debt profiles, credit memos, sales memos and road show presentations Creating various issuer/target related analyses including market analyses, company profiles, credit highlights, balance sheet analyses, credit ratings assessment, and competitive benchmarking Working on market updates / newsletters including commentary, trading levels, recent issuances update, major economic events Helping the client in preparing and collating Investor Profiles for road show schedules Quality checking analyst's work to ensure accuracy Ensuring timely delivery of reports to clients and keep seniors informed in advance in case of any delay Seeking client feedback and take due action if required Ability to handle requests independently and communicate with onsite bankers on assumptions, clarifications and expected output Preferred candidate profile 3-6 years of relevant DCM experience Well versed with Microsoft Office - Word, Excel and Power Point Excellent working knowledge of databases such as Bloomberg, Dealogic, Thomson, etc. Excellent knowledge of the fixed income market and terminologies used Team management skills Previous client handling exposure is a must Self-motivated and able to motivate others Effective negotiation skills Ability to work in high-pressure situations Excellent communication skills, both written and verbal Ability to make quick and informed decisions Post-Graduation in Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.) Interested candidates can also mail the resume on Payal.Kapoor@acuitykp.com

Job Purpose 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. Key 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 o Preparing and driving the content of client- and prospect-related materials, including pitches, proposals, client marketing materials, and other associated offering documents and analyses o Working with Investment Banking and Boutique Advisory clients on worktypes 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 Acuitykp.com • Providing domain expertise in M&A and capital raising activities • Communicating clearly and confidently with internal and external stakeholdersboth written and verbal • Providing strategic thought leadership through the authoring of blogs and whitepapers Key Competencies • 15-20 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 M&A and capital raising • Excellent understanding of the financial statements analysis • A Masters 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 • Excellent written and spoken English communication skills • A strong work ethic • The ability to work independently and meet deadlines under pressure

Opportunity 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/Bangalore. Activities Will be responsible for working as part of the dedicated team for investment bank Interacting with key bankers and business managers in multiple global locations to understand their feedback on the service, providing recurring and ad hoc MIS, and also identifying growth opportunities Supporting our clients on multiple industries including IT/ BPO, Telecom, Consumer, Pharma, Infrastructure, Healthcare, Retail and Industrials, among others and preparing pitch books, industry reports, company focused discussion documents, studying & analyzing different business & financial models in a particular industry Managing delivery of projects including detailed industry studies or market analysis, pitch books, information memorandums, strategic account plans, company profiles, assets profiles, ad-hoc requests, financial analysis, competitive benchmarking and opportunity assessments through in depth secondary research and studying & analyzing different business & financial models in a particular industry Expertise in financial analysis including operational (reserves and resources, production data, etc.) / financial benchmarking, trading/ transaction comparables etc Manage project timelines and quality of deliverables in a manner to ensure high client satisfaction Setting up responsibilities for direct reports; coaching them on complex assignments and reviewing their work with value add suggestions with a goal to exceed client expectations Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment Identify any potential growth opportunities with existing clients and pass them to operations head or sales team Required Background Post-Graduation in Finance (MBA, CFA, CA etc.) or equivalent qualification Relevant experience of 5-10 years supporting Investment banking division of a bank, consulting firm, boutique firm, advisory firm with 1-2 years of front end experience in pitching and execution on live deals 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 and apply his insights to client ideas Ability to handle pressure working in fast paced environment with quick problem solving skills Sound knowledge and relevant work experience on industry and macro-economic overviews/ studies, competitive landscape, relative valuation, detailed company analysis, financial modeling (DCF, LBO etc.), Pitch books, IMs, etc. Excellent written and spoken communication skills Working knowledge of databases such as Bloomberg, Capital IQ, Thomson Eikon, Merger Market, etc. MS Office skills – should be excellent in MS PowerPoint, MS Excel, and MS Word

Role & responsibilities Supporting our clients on multiple projects on investment banking mandates Preparing pitch books, industry reports, deals and peers screening, company profiles, macroeconomic updates and company focused discussion documents related to various industries. Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, financial modeling etc. Operational/ financial benchmarking, valuation, public market information and performance ratio analysis. Market Insight: Deep knowledge of the private equity market, including trends, regulatory changes, and the competitive landscape. Market and industry research on both a primary and secondary research basis. Valuation Expertise : Proficiency in valuing private equity fund interests and understanding the intricacies of different valuation methods. Run financial models for underlying companies (asset operating models, LBO) and fund level returns. Due Diligence: Expertise in conducting thorough due diligence to assess the quality and potential of fund interests being traded. Manage interactions with buyers and respond to due diligence inquiries and contribute to client relationship management and deal origination initiatives. Quantitative and qualitative due diligence on leveraged buyout, venture capital and other private equity limited partnership interests and their underlying company investments. Analytical Skills : Participate in evaluation and analysis of secondary transactions and assets across stages (i.e. buyout, venture, growth equity, etc.), industries and geographies. Ability to analyse complex financial data and market conditions to make informed investment decisions. Construct an opinion around various investment opportunities and efficiently communicate it both verbally and in written materials Preferred candidate profile 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) Working knowledge of database such as Factset, Bloomberg, CapitalIQ, Thomson, etc.

Job Title: Investor Relations Manager Company: CarePal Group ( Impactguru , CarePal Secure , CarePal Money ) Location: Mumbai Suburbs ( Andheri ) Reports to: CEO , CFO About CarePal Group: CarePal Group is a leading healthcare technology company focused on transforming patient care through innovative solutions. We strive to deliver exceptional value to our stakeholders through cutting-edge services that improve patient outcomes and operational efficiency. As we continue to grow, we are seeking an Investor Relations Manager who will play a key role in shaping our corporate narrative, managing relationships with our investors, and supporting our financial strategy and due diligence processes. Position Overview: The Investor Relations Manager will be responsible for developing and executing an effective investor relations strategy, ensuring transparent communication with current and potential investors. This role will also support CarePal Group's financial analysis, strategy, and due diligence efforts, leveraging strong financial acumen and strategic insight. The ideal candidate will have experience in a similar role with a background in financial analysis and strategy, as well as due diligence experience from a top-tier professional services firm (Big 4 or equivalent). Key Responsibilities: Investor Relations Strategy and Communications: - Develop and implement a comprehensive investor relations strategy that aligns with CarePal Group's business objectives and growth strategy. - Lead the creation of investor presentations, quarterly earnings releases, investor briefings, and annual reports. - Build and maintain relationships with institutional investors, analysts, and stakeholders to effectively communicate the company's vision, strategy, and financial performance. - Manage the flow of financial and strategic information to investors and analysts, ensuring transparency, accuracy, and timeliness. - Respond to investor inquiries and provide updates on corporate performance, strategy, and market developments. Financial Analysis and Strategy: - Provide strategic financial analysis to senior management to support decision-making, with a focus on profitability, growth, and market expansion. - Work closely with the finance team to track key performance indicators (KPIs), develop financial models, and assist in budget forecasting and financial planning. - Analyze market trends and competitive positioning to inform strategic decisions and communicate findings to both internal stakeholders and investors. Due Diligence and M&A Support: - Lead financial due diligence for potential mergers, acquisitions, and partnerships, collaborating with legal, finance, and business development teams. - Assist in assessing the financial health of potential targets, analyzing synergies, and preparing financial reports and recommendations. - Conduct valuations and financial modeling to support the evaluation of potential investment opportunities. Corporate Governance and Compliance: - Ensure compliance with all regulatory and legal requirements related to investor relations and financial reporting. - Monitor and assess industry trends, regulatory changes, and market conditions that may impact investor sentiment or company valuation. - Support internal teams in preparing for shareholder meetings, annual general meetings (AGMs), and other shareholder communications. Qualifications: Education: CA would be mandatory ,Bachelor's degree in Finance, Business Administration, or a related field; MBA, CFA, or other professional certifications are a plus. Experience: - Minimum of 4 years of experience in investor relations, financial analysis, or corporate strategy, ideally with exposure to a public company or high-growth environment. - Strong experience in financial modeling, analysis, and strategic planning. - Background in due diligence processes, preferably from a top-tier consulting firm (Big 4) or a corporate finance role with M&A experience. - Knowledge of healthcare technology or healthcare industry dynamics is a plus, but not required. Skills: - Strong analytical and problem-solving skills with the ability to synthesize complex data into clear and concise recommendations. - Excellent written and verbal communication skills with experience preparing materials for senior management, board members, and investors. - High proficiency in Microsoft Excel, PowerPoint, and financial modeling software. - Knowledge of SEC regulations and financial reporting standards. - Strong attention to detail, ability to manage multiple priorities, and thrive in a fast-paced environment. Preferred Attributes: - Experience working with high-level executives and external investors, including institutional investors, analysts, and advisors. - Familiarity with the healthcare technology market and its regulatory landscape. - Proven track record of managing relationships with investors and stakeholders in a high-growth or evolving industry. Why Join CarePal Group? - Opportunity to work in a dynamic, fast-growing company that is revolutionizing healthcare technology. - Collaborative and innovative work culture that values diverse perspectives. - Competitive compensation and benefits package, including health insurance, retirement plans, and

We are looking for the Investment Banking Associate with the experience of Fund Raising, Mergers and acquisitions - M&A, Financial Modelling (Presentation, Documentation & Excel), Pitch book creation, Stake holder Communication , Investor Engagement. Required Candidate profile MBA/CA with 2+ year in Fundraising/Investment Banking. Financial modeling, data analysis, Pitch book creation & presentation skills. Proficiency in Advanced MS-Excel and MS-PowerPoint is required.