59 Pitch Books Jobs - Page 3

Role & responsibilities Will be responsible for working as part of the dedicated team for investment bank Supporting our clients on multiple industries including Banking, Insurance, Assets Management, among other industries and preparing pitch books, industry reports, company focused discussion documents, studying & analyzing different business & financial models in a particular industry Provide high quality analysis on projects including critical industry or market analysis, company reports, ad-hoc requests, financial analysis, competitive benchmarking and opportunity assessments through in depth secondary research Good understanding of financial analysis including key items used FIG industry (NIM, Tier 1 & 2 Ratio, AUM, NPA, Solvency Ratio, GWP, etc.) / financial benchmarking, trading/ transaction comparables etc Contributes toward managing project timelines and quality of deliverables in a manner to ensure high client satisfaction Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment Preferred candidate profile The candidate should have the ability to work as part of the team and independently as per the requirement Excellent written and spoken communication skills Working knowledge of databases such as Bloomberg, Thomson One, Factset, etc. MS Office skills – should be good in MS PowerPoint, MS Excel, and MS Word.

The role involves conducting business valuations, including 409A and BEVs, for U.S. and global clients, focusing on client communication, project management, technical analysis, and reporting. Required Candidate profile Experience valuation and financial modeling, with expertise in DCF, market multiples, and databases like Capital IQ. Strong Excel skills, multitasking, and excellent communication abilities. Perks and benefits 5 days working Medical Insurance

About Alvarez & Marsal Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems. With 10000+ employees worldwide across 80+ offices in 25+ countries, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Recognized as one of the Best Firms to Work For by Consulting Magazine since 2008 and ranked as a Top 3 Consulting Firm by Vault , A&M aims to be the leader in developing a great people proposition and using that as a differentiator to deliver value to the business. For details, please visit the company website: http://www.alvarezandmarsal.com About A&M Global Capability Center Private Limited In 2023, A&M established a high-quality global capability center in India. The capability center has dedicated centers of expertise which work with A&M leadership across multiple business units and geographies to enable efficient service delivery to A&M clients. The GCC is designed to efficiently and innovatively scale client delivery teams to meet ongoing demands. It helps A&M's global business units expand their talent pool in India, allowing them to hire specialized professionals, maintain competitive pricing, accelerate delivery speeds with a hybrid onshore-offshore team, and leverage automation with top-tier digital and analytics talent. The GCC blends industry and consulting professionals across multiple domains to drive change and add value. Unlike traditional GCC models focused on back-office support, we partner with case teams for end-to-end case delivery and thought leadership. Nearly 90% of our consultants hold advanced degrees, and our leadership team boasts over 1000 years of combined experience. We serve all major markets, including the Americas, EMEA, and APAC, and work across various industries such as Consumer & Retail, Healthcare, Software & Technology, Automotive & Industrials, Hospitality & Leisure, Energy & Natural Resources, and Financial Services. As we embark on this unique journey, the firm is actively seeking to build a strong, capable team for the center. The GCC is growing rapidly and is already a 250+ member team. About Insight Center A&M Insight Center is the rapidly growing research and benchmarking arm of Alvarez & Marsal. The mission of A&M Insight Center is to provide our professionals and our client executives with highly relevant, industry specific, actionable, fact-based insights derived through our proprietary benchmark and research studies on a global basis. The group was founded to adhere to one of A&Ms founding principles, No shooting from the hip”. A&M Insight Center supports client work and business development projects with an ever-growing toolbox of products, including custom benchmarking and research studies and targeted subscriptions and resources. The team considers research both a science and an art, and as such is committed to developing high quality, unique and insightful deliverables to support stakeholders. Who are we looking for? A&M’s Insight Center is looking for Research Analyst to join our growing team in Gurgaon, India to help directly support the research requirements of A&M’s Offshore Capability Center, plus anyone in A&M globally based on workloads. You will be an integral part of the Insight Center, ultimately reporting into London where the Senior Director who manages the team Globally, is based . The role involves working directly with the Offshore Capability Center to deliver financial benchmarking, market and industry research, company research as well as macro-economic research and analysis. This research supports thought leadership, business development and inJD – Research Analyst, Insight Center depth client work. This role requires a keen ability to multi-task to deliver a wide range of research requests. You will also manage research pipelines for yourself and help with research product evaluations Reports to : Senior Director – Insight Centre Location : Gurgaon Key responsibilities: You will fulfil a wide range of varied research requests from all divisions and across all levels. You will engage in the full life cycle of the request from the scoping phase to delivering the final output. These requests will include, but are not limited to the following examples: • Analyzing a range of country and company data, commodity pricing, and other variables to provide insight for “Points of View” documents that are used to deliver content for A&M clients about their current and future market position. • Providing data on various operational benchmarks such as company strategy, locations, sizing and company insights. • Identifying and obtaining reports from industry, financial, IT and news subscriptions and resources. • Conducting financial analysis on a range of companies to understand how they compare to their peers, how their debt is structured, what is their financial health. • Providing industry research on a variety of sectors, using both subscription and free research tools. • Help manage the research request pipeline through Salesforce.com. • Collaborate with the team to prioritize, coordinate and manage research requests. Mentor, train and guide junior members. • Promote the Insight Center and provide education on how to leverage and engage with the Insight Center. • Work collaboratively with counterparts in the global Insight Center team to drive a “onefirm” approach to research. What you bring Bachelor’s/Master’s degree in a related field (Relevant Information degree preferred). Related work experience in a similar role for at least 5-8 years with a professional service, consulting firm or other financial organization. Good project management skills, able to manage a research request pipeline, and multitask. Excellent analytical skills and research experience using research databases including, but not limited to, Payscale, Refinitiv (TO), Factiva, PitchBook, Orbis, Statista, Speeda, EuroMonitor, and GlobalData Strong knowledge and understanding of fundamental financial research, financial analysis, financial markets/trends, and customer research A solid grounding in secondary research and developing commercial insights Secure analytical skills, comfortable working with quantitative data and numerical analysis Ability to communicate complex ideas in a simple manner with exceptional written and verbal communication skills Ability to guide and mentor junior members of the team Motivated by constant learning and desire to build something meaningful with entrepreneurial mindset Ability to deliver high quality results, often in a time-constrained environment with flexible/adaptable and creative approach Results-oriented mindset and a team player with positive and “Let’s Get it Done” attitude; willing to pitch in where needed. Confident, independent, and logical thinker with a strong interest in insight

Elevate Your Impact Through Evalueserve Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With presence in more than 45 countries across five continents, we excel in leveraging state of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. We have 4,500+ talented professionals operating across 45 countries, including India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets such as Colombia, the Middle East, and the rest of Asia-Pacific. Recognized by Great Place to Work in India, Chile, Romania, the US, and the UK in 2022, we offer a dynamic, growth-oriented, and open culture that prioritizes flexible work-life balance, diverse and inclusive teams, and equal opportunities for all. About Corporate and Investment Banking (CIB) As a global leader in knowledge processes, research, and analytics, you'll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects. What you will be doing at Evalueserve Support investment banking firms on various products, such as pitch books, benchmarking analysis, company comparables, precedent transaction analysis, databases, screening, industry studies, ad-hoc research, etc. Handle responsibilities such as allocating work, running quality checks on deliverables, training and guiding team members, maintaining efficiency, ensuring adherence to service-level agreements (SLAs), and internal client communication Provide effective, constructive, timely, and objective feedback to team members for their overall grooming and development Handle ad hoc research and recurring requests as per client requirements What we're looking for Graduate (BTech / BA / BBA / BBE / BCom, etc) from a reputed institute / MBA in finance / masters degree with majors in economics or accounting / chartered accountant / chartered financial analyst / any equivalent degree About 3-7 years of relevant experience in investment banking Strong accounting and finance skills Knowledge of database tools, such as FactSet, Thomson ONE, Capital IQ, Factiva, and Bloomberg Proactive contribution to firms goals and mission Ability to challenge current thinking by implementing new ways of working Strong organizational skills, keen attention to detail, and the ability to manage and prioritize multiple projects. Strong strategic management capabilities, highly developed analytical and problem solving skills, and the ability to develop innovative solutions Good MS Office skills Excellent communication and interpersonal skills Attentive and active listener Ability to ensure timely completion of tasks within areas of responsibility. Read our Privacy policy - Evalueserve to learn how Evalueserve processes your personal information. https://www.evalueserve.com/privacy-policy-evalueserve/ JOB APPLICANT PRIVACY NOTICE: By applying for a job application for any position at Evalueserve, you acknowledge and agree that Evalueserve will collate and process your personal data for the recruitment purpose. The personal and sensitive personal data will be processed (which includes, in particular collecting, storing, utilizing, processing, sharing or transferring) by Evalueserve strictly on a need-to-know basis and retained until required for legitimate business purposes. For more details, please visit Evalueserve' s website and privacy policy on the homepage. To Know More: Follow us on: https://www.linkedin.com/company/evalueserve/ Read about us: https://www.evalueserve.com/

Hiring for Investment Banking team Experience- 2+ years Location-Gurgaon Role & responsibilities Supporting our clients on multiple industries including Infrastructure, Metal & Mining, Oil & Gas, Energy Transition Preparing pitch books, Information memorandum (IMs), industry research, 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, etc. Meeting project timelines and quality of deliverables in a manner to ensure high client satisfaction 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 Preferred candidate profile MBA/ CFA/ CA 2-6 years of experience in the Investment banking / Private Equity role Experience of working Investment banking projects, including: 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

Designation : Delivery Lead Experience: 5-8 Years Location : Gurgaon Hybrid Mode 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 Required Background 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. Interested candidates can mail the resume on Payal.kapoor@acuitykp.com

Key Responsibilities: Will be responsible for working as part of the dedicated team for an investment bank Supporting our clients on multiple industries including IT/ BPO, Telecom, Consumer Pharma, Infrastructure, Healthcare, Retail and Industrials, among others and preparing pitch books, industry overviews, company focused discussion documents, studying & analyzing different business & financial models in a particular industry Provide high quality analysis on projects including critical industry or market analysis, company reports, ad-hoc requests, financial analysis, competitive benchmarking and opportunity assessments through in depth secondary research. Good understanding of financial analysis including operational (reserves and resources, production data etc.) / financial benchmarking, trading/ transaction comparables etc Managing project timelines and quality of deliverables in a manner to ensure high client satisfaction Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment Required background MBA/ CFA/ CA Experience of 2-4years supporting Investment banking division of a bank, consulting firm, boutique firm, advisory firm. The candidate should have the ability to work as part of the team and independently as per the requirement Good written and spoken communication skills Working knowledge of databases such as Bloomberg, Capital IQ, Merger Market, etc. MS Office skills should be good in MS PowerPoint, MS Excel, and MS Word

We are looking at Investment Banking professionals with 1 to 3 years of experience who can join our team at Pune/Gurgaon/Bangalore/Hyderabad location ROLES & RESPONSIBILITIES Conduct a preliminary search based on the initial scoping of the research mandate Analyzing screening results from databases, such as Capital IQ, Source Scrub, Pitchbook, UDU etc. Performing secondary research extensively through the web and available platforms for target identification Regularly liaising with clients to discuss findings and set research methodologies Communicate effectively with peers and clients to aid in quick turnaround of deliverables Be responsible for quality checks and the timeline of each project REQUIRED SKILLSET At least 1 year of experience in investment banking Excellent written and verbal communication skills in English Ability to manage multiple research requirements as per protocols Collaborate with the team and come up with creative solutions for research bottlenecks Working knowledge of databases such as Pitchbook, Capital IQ Self-motivated, curious, quick thinking, adaptable, and demonstration of fast learning curve PREFFERED SKILLSET Excellent written and verbal communication skills in English Self-driven and dynamic Ability to think out-of-box and come up with innovative ideas Results oriented Problem-solving skills QUALIFICATION Graduate In Finance/Commerce MBA Finance / CFA level 1+ *** If you think you will meet our requirements, then we look forward to meeting you***

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