Project Lead - PEG - Financial Services

Position : Project Lead - PEG (Financial Services)

Experience : 5+ Years

Job Type : Full-time

Job Summary :

We are seeking an experienced Project Lead with a minimum of 5 years in financial services (FS) consulting, research, or private equity.

The ideal candidate will be a strategic thinker and a proven leader, capable of owning and driving complex consulting engagements.

This high-impact role requires you to lead a team, collaborate with case teams on intellectual property (IP) development, and apply a Private Equity (PE) lens to evaluate FS opportunities.

You will be instrumental in delivering high-impact outcomes for clients, managing a team, and fostering strong client relationships.

Key Responsibilities :

• Strategy & IP Development : Collaborate with case teams and practice leadership on ongoing cases, capability development, and intellectual property (IP) initiatives.
• You will contribute to the ideation and development of new IP, providing commercial insights for deployment across client engagements.
• Your role is to build deep domain expertise in FS IPs and methodologies, serving as a knowledge source for the broader team.
• Research & Analysis Execution : Drive structured problem-solving approaches, generate strategic hypotheses, and define analytical deliverables.
• You will lead the end-to-end execution of research and analysis streams, ensuring a high-impact, zero-defect output.
• You are expected to utilize advanced analytics tools such as Tableau, Alteryx, Python, or R to enhance team efficiency and output.
• Team Leadership & Management : Manage and mentor a team of 34 members, including Associates and Analysts.
• You will assign and oversee workstreams, monitor progress, and ensure balanced workloads and adherence to timelines.
• This includes guiding junior team members on project planning, research approaches, and fostering a high-performance culture through regular coaching and formal performance evaluations.
• Client Engagement & Relationship Management : Own and maintain strong client relationships, demonstrating adaptability to client needs and the ability to resolve complex issues.
• You will be responsible for communicating key insights and strategic recommendations to both internal and client stakeholders clearly and persuasively.
• You will apply a Private Equity lens in evaluating FS opportunities, including value creation strategies and market dynamics.

Required Skills & An undergraduate degree in B.Com, BBA, BBE, Economics, Statistics, or B.Tech, with an MBA from a top-tier institute being a preferred A minimum of 5 years in financial services consulting, research, or private equity.

Proven experience in delivering strategic consulting engagements for FS clients is essential.

Exposure to Private Equity-style analysis is a significant advantage.

Skills : Strong analytical, communication, and leadership capabilities.

Advanced proficiency in Excel and PowerPoint.

Hands-on knowledge of analytical tools such as Tableau, Alteryx, Python, or R is highly desirable.

Competencies : The ability to navigate ambiguity, multi-task, and consistently deliver high-quality outcomes under pressure.

You should be a problem-solver with a strong strategic mindset

(ref : iimjobs.com)