Analyst - Financial research

Transaction-related Research Support

• Researching specific industries / sectors as part of the transaction evaluation process, including :
• Synthesizing findings from consultant research into concise summaries / reports or providing data summaries / charts as appropriate
• Identifying similar transactions (and terms) to proposed transaction
• Identifying potential sources of information or experts to use in the formal due diligence phase
• Processing and analyzing large sets of data related to potential borrowers (customer, financial etc.)
• Execute valuation and financial analysis and conduct industry research

Non-Transaction Related Research Support

Lead Generation and Knowledge Management

Requirements

The Financial Analyst needs to have significant initiative and the ability to think creatively to “get to the right sources”. They will ultimately have a lot of responsibility in shaping the output of many of the research products created and will work closely with all team members including Managing Directors on a frequent basis. The ideal candidate should be comfortable with data accumulation through various methods (utilizing databases, google searches, etc.), interpreting and presenting data, synthesizing research findings into concise reports / summaries, etc. based on above.

The preferred candidate should also have either work or educational experience in elementary financial analysis e.g. worked as an analyst, or accountant or studied financial management / analysis.

The candidate must thrive as a self-starter, as they will have tremendous autonomy and they should be 100% comfortable with working remotely.

Financial industry experience; MBA / PGDM in Finance required

Strong oral and written communication skills & excellent time management

Computer skills including use of Word / Excel / Presentation