COMPANY DESCRIPTION : ValueAdd Research and Analytics Solutions (ValueAdd) is a growing research and analytics solutions provider. We offer capital markets research, and business strategy and consulting research solutions to global clients including buy-side and sell-side firms, banks and financial institutions, corporations, consulting firms, and private equity & venture capital firms. Our capital markets research solutions include investment banking research, equity research, and fixed income and credit research. And, our business strategy & consulting research solutions include industry analysis, market research, competitor benchmarking, M&A research, due diligence, and primary market surveys. ValueAdd is one of the fastest growing companies in the research outsourcing space. We believe that our success is measured by client successes, while our competence is measured by the quality of team that runs the show. We also believe that capabilities of human assets virtually have no boundaries, provided it is nurtured in a favorable environment that offers a good combination of challenge, motivation, knowledge, freedom, trust, and fun. Needless to say, we are an equal opportunity employer. For more details log on to www.valueadd-research.com https://youtu.be/zZuDhaQvLas?si=5QrQfWxZNGw6zUAH ROLE SPECIFICATIONS : Position :- Credit Research Analyst Department :- Credit Research Location :- Mumbai Reporting :- Head of Credit Research KEY RESPONSIBILITIES: Client management: Conduct accurate scoping of research assignments/projects Meet & surpass the client expectations. Seek regular client feedback from stakeholders. Incorporate the feedback & close the loop. Effective escalation management. Delivery-cum-relationship management Delivery management: Meet & surpass the delivery client &/or ValueAdd benchmarks in terms of quality & timelines. Successfully independently deliver a variety of research assignments including credit modelling across global IG, HY, Lev loans and distressed debt, initiation coverage notes, investment idea generation, industry research, research coverage maintenance, news & impact analysis, and bond and covenants analysis. Discuss investment ideas on client calls as well. Deliver and achieve 100% client satisfaction Team management: Right Staffing, for all the requirements. Lead the team to deliver high quality research to clients. Upskill the team members to make them independent for client delivery. Conduct classroom and on-the-job training for team members. Do regular mentoring & career development plans for team members. Plan and execute recreational & team events/outings . Marketing, business development, organization development support Support on business proposals, Scope of Work documents, collaterals, and samples. Effectively contribute on calls with clients and prospects as a Domain Expert. Contribute towards marketing & thought leadership content. Execute/participate in other organizational development initiatives Educational, experience, and skills requirements: Postgraduate/CFA/CA/MBA Finance & equivalent. 10+ years experience in credit research with global banks, rating agencies, wealth management firms, sell-side/buy-side firms, and KPOs. Sound financial/cash flow modelling skills, good analytical writing skills, idea generation capability, and specialization in multiple industries is desirable. Strong written and verbal communication skills, Strong quantitative and analytical skills. Analytical, detail oriented, self-motivated, Proven client management experience. Hands-on experience on 3rd party databases is mandatory Other skills requirements: Proven leadership, team management & client management experience. Strong team player, Strong professional ethics and business etiquette Preferably, onshore experience is preferred.
COMPANY DESCRIPTION: ValueAdd Research and Analytics Solutions (ValueAdd) is a growing research and analytics solutions provider. We offer capital markets research, business strategy research, ESG Research, and artificial intelligence solutions to global institutions including asset managers, hedge funds, mutual funds, broking and trading firms, investment banks, commercial banks and financial institutions, corporations, consulting firms, and private equity & venture capital firms. Our research solutions include investment banking research, public and private equity valuations, fixed income and credit research, sustainability/ ESG research, industry analysis, market research, competitor benchmarking, M&A research and valuation, due diligence, big data and analytics, and primary market surveys. The AI solutions include delivering data cleansing, data modelling, developing complex algorithms, and developing data visualization. innovative services and products that are backed by a strong capital market and consulting research domain. Since 2015, we are helping clients make well-informed decisions. ValueAdd is one of the fastest growing companies in the research outsourcing space. We believe that our success is measured by client successes, while our competence is measured by the quality of team that runs the show. We also believe that capabilities of human assets virtually have no boundaries, provided its nurtured in a favorable environment that offers a good combination of challenge, motivation, knowledge, freedom, trust, and fun. Needless to say, we are an equal opportunity employer WHY VALUEADD? For more details log on to www.valueadd-research.com ROLE SPECIFICATIONS: Position Commercial Banking Analyst Department Project Finance Advisory Location Mumbai Reporting Manager - Credit Research KEY RESPONSIBILITIES: Preparation of Core Deliverables: Independently deliver Techno Economic Viability (TEV) Reports, Detailed Project Reports (DPRs), Project Finance Cashflow Models, Lenders Independent Engineer (LIE) Reports, and Debt Restructuring Studies for infrastructure and industrial projects across sectors in India and abroad. Financial Modeling & Viability Analysis: Develop dynamic financial models from base assumptions and raw data to evaluate the financial feasibility of projects and corporate operations. Information Memoranda (IM): Draft and structure high-quality IMs and credit appraisal notes for submission to lenders and investors. Assumption Validation: Verify and validate project and financial assumptions through market intelligence, sectoral research, and benchmarking with industry data. Technical & Site Due Diligence: Conduct site visits, technical assessments, and project appraisals to evaluate execution capability, cost, and timeline feasibility. Client & Business Development: Maintain active engagement with banks, NBFCs, consultants, and corporates to source and execute project finance mandates. Collaborate with the sales and business development teams to acquire new clients. Stakeholder Coordination: Liaise with key project stakeholders including TEV/LIE consultants, valuers, legal advisors, and technical experts to ensure seamless delivery. Relationship Management: Build and sustain strong relationships with financial institutions, corporates, CAs, consultants, engineers, and industry bodies (CII, FICCI, ASSOCHAM, etc.). Presentation & Reporting: Present project reports and findings to lenders, clients, and consortium members during appraisal and funding discussions. Project Execution & Compliance: Manage multiple assignments simultaneously, ensuring timely delivery, regulatory compliance, and accuracy in reporting (weekly MIS). Educational, experience, and skills requirements: CA / MBA (Finance) / CFA / Engineer (Civil, Mechanical, Electrical) with 3-6 years of relevant experience in Project Finance, Credit Appraisal, or Consulting. Proven expertise in TEV studies, DPR preparation, LIE reports, financial modeling, and lender coordination. Should have worked on multiple sectors and have an expertise in at least one. Strong knowledge of the Indian lending ecosystem, including PSU banks, private sector banks, and NBFCs. Proficiency in Excel-based financial modeling and PowerPoint presentations. Excellent analytical, writing, and client-handling skills. Ability to work independently under tight deadlines and manage multiple projects concurrently. Willingness to travel extensively across India.