buy-side-jobs-in-erode, Erode

4 Buy Side Jobs nearby Erode

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posted 1 week ago

Investment Banking - Transaction Advisory

Intuit Management Consultancy
experience10 to 15 Yrs
location
Chennai, Tamil Nadu
skills
  • Investment Banking
  • Transaction Advisory
  • Financial Services
  • Business Development
  • Deal Structuring
  • Financial Projections
  • Valuation
  • Due Diligence
  • Pitch Books
  • Commercial Negotiations
  • Financial Models
  • Information Memorandum
Job Description
Role Overview: As an Accounts professional at Intuit Management Consultancy in Chennai, Tamil Nadu, you will be responsible for handling the Transaction Advisory Services division. Your role will involve originating and executing mandates for Transaction Advisory and related Support Services. You will have the opportunity to interact with Senior Management and Promoter Groups of existing and potential clients in India across diverse sectors. Key Responsibilities: - Lead the existing team to deliver high-quality professional services and efficiently manage the execution of mandates for transaction advisory and support services. - Identify new opportunities to enhance business across service offerings for investment advisory, including buy-side/sell-side and fund-sourcing mandates in and outside India by interacting with clients and associates. - Prepare teasers, lead deal evaluation, financial models, projections, documentation, etc. - Lead, train, and mentor the team while attracting new talent for the division. - Assist in updating the knowledge pool and resources across the service offerings consistently. - Support the management in building and improving existing systems and processes for operational efficiencies. - Coordinate with other divisions and associates for legal, tax, and regulatory advice in structuring and closing investment transactions. - Manage Business Development for the division. Key Service Offerings: - Raising capital through PE and VC funds, Financial Institutions, Family Offices, HNIs, etc. - Advising on buy-side/sell-side/joint venture mandates for corporate and start-ups across sectors. - Assisting in the placement of private capital as financial or strategic investments for Family offices and HNIs. - Providing transaction support services like due diligence, valuation, financial projections, feasibility studies, preparing business plans, pitch books, information memorandum, etc. Qualification Required: - In-depth investment banking/transaction advisory experience in the Indian market. - 10 to 15 years of post-qualification experience in Investment Banking/Private Equity in India. - Strong academic background from a recognized institution, MBA or Masters's Degree from a leading university preferred. - Proficiency in financial projections, hands-on approach, and strong business development skills. - Excellent communication, presentation, and leadership skills with a dynamic personality. - Strong network across the financial sector and various funds in India. Additional Details: The selected candidate will benefit from the best industry standards in terms of compensation and other perks.,
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posted 2 months ago
experience2 to 6 Yrs
location
Chennai, Tamil Nadu
skills
  • Financial Analysis
  • Due Diligence
  • Analytical Skills
  • Leadership
  • Interpersonal Skills
  • Stat Audit
Job Description
You will be working at BDO India LLP, the India member firm of BDO International, offering strategic, operational, accounting, tax & regulatory advisory services for domestic and international organisations. The company is led by more than 300 Partners & Directors with a team of over 8500 professionals operating across various cities in India. As an Assistant / Senior Assistant in the Due Diligence department located in Chennai, you will report to either a Manager or Partner. The ideal candidate for this position is an ACCA member with Stat Audit experience. **Role Overview:** - Assisting organisations with buy side and sell side due diligence. - Developing an understanding of the target business including its competitive positioning, strengths, weaknesses, opportunities, and challenges. - Analyzing and validating data accuracy, following up with clients and third-parties, and resolving anomalies. - Performing financial analysis, drawing conclusions, and identifying issues. - Developing rapport with client management. - Nurturing & coaching team members and assistants. - Assisting in the preparation of proposals. - Working on a variety of deals across different industry verticals. **Key Responsibilities:** - Analytical capabilities - Creative and innovative thinking - Strong technical knowledge - Leadership qualities - Persistence and persuasiveness - Interpersonal relationship & respect At BDO India, Due Diligence involves a comprehensive review procedure that includes verification of records, meetings with key persons, and extensive data analysis. The focus is on verifying compliances, highlighting risks and liabilities, and providing key inputs for transaction structuring. Join BDO India to be part of a client-centric and knowledge-driven work culture where exceptional client service is delivered through tailor-made solutions ensuring quality excellence & time efficiencies.,
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posted 1 day ago
experience6 to 10 Yrs
location
Chennai, Tamil Nadu
skills
  • Financial Due Diligence
  • Transaction Advisory Services
  • CPA
  • Financial Statements
  • Financial Modeling
  • US GAAP
  • Client Engagement
  • CA
  • MBA in Finance
  • Financial Ratio Analysis
  • Data Room Management
Job Description
As a Manager at our company based in Chennai, you will be leading financial due diligence engagements for middle-market US clients, collaborating closely with onshore and offshore teams. Your key responsibilities will include: - Overseeing buy-side and sell-side due diligence processes - Conducting working capital analysis - Participating in transaction structuring - Providing guidance to teams - Ensuring the delivery of high-quality outputs within a dynamic M&A environment To be successful in this role, you should have: - Relevant experience in Big 4 or equivalent Transaction Advisory Services practice - Hold a CA/CPA/MBA in Finance - Possess a minimum of 6 years of experience in financial due diligence, encompassing both buy-side and sell-side transactions - A strong grasp of financial statements, financial ratio analysis, financial modeling, and US GAAP - Prior experience in managing due diligence engagements, including tasks such as data room management, document request list preparation, and coordination of management meetings Your communication skills will be critical in this role, as you will be required to effectively present financial findings to clients. Preference will be given to candidates with industry experience in sectors such as healthcare, manufacturing, distribution, consumer products, business services, or financial services. If you are a detail-oriented professional with a solid background in financial due diligence and a knack for client engagement, we invite you to apply for this challenging and rewarding position.,
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posted 3 weeks ago
experience15 to 19 Yrs
location
Tamil Nadu
skills
  • Financial Due Diligence
  • Financial Statement Analysis
  • Financial Modelling
  • Written Communication
  • Verbal Communication
  • Team Collaboration
  • Quality of Earnings Analysis
  • Working Capital Analysis
  • Financial Ratios Evaluation
  • Operational Metrics Assessment
  • Excel Skills
  • PowerPoint Skills
  • US GAAP Knowledge
  • MA Processes
  • Data Room Management
  • ProblemSolving
  • Interpretation of Financial Data
Job Description
As a Senior Associate in Transaction Advisory Services (TAS) at Bahwan Cybertek, you will play a crucial role in supporting and executing financial due diligence engagements for middle-market U.S. clients. Your responsibilities will involve collaborating closely with onshore and offshore teams to conduct buy-side and sell-side due diligence, working capital analysis, and assisting in the preparation of client deliverables. You will work in a fast-paced M&A environment, gaining exposure to high-impact projects and direct client interactions. **Key Responsibilities:** - Assist in executing financial due diligence engagements, including Quality of Earnings (QoE) analysis, working capital assessments, and identification of debt-like and non-operating items. - Perform financial statement analysis, evaluate financial ratios, and assess key operational metrics to derive transaction insights. - Prepare due diligence reports and clearly document key findings, observations, and financial risks for client review. - Collaborate with client stakeholders and internal teams to gather and analyze financial data from target companies. - Participate in meetings with target companies to understand financial and operational performance. - Coordinate and manage data room activities, request lists, and document reviews. - Work closely with Managers and Senior Managers to ensure timely and quality deliverables. - Utilize advanced Excel skills (e.g., VLOOKUPs, pivot tables, financial modeling) and PowerPoint for analysis and reporting. - Ensure analysis is aligned with US GAAP, industry practices, and internal firm standards. - Contribute to the development of junior team members through guidance and peer review. **Qualification Required:** - 15 years of experience in Transaction Advisory Services, preferably from a Big 4 or equivalent firm. - Qualification: CA / CPA / MBA in Finance. - Strong analytical and technical skills in financial statement analysis, accounting, and due diligence. - Hands-on experience in buy-side and/or sell-side due diligence engagements. - Familiarity with M&A processes, data room management, and financial modeling. - Proficient in Excel, PowerPoint, and data analysis tools. - Excellent written and verbal communication skills. - Sector experience preferred in manufacturing, distribution, business services, healthcare, or financial services. At Bahwan Cybertek, you will have the opportunity to accelerate your career growth by honing the following key skills: - Strong attention to detail with the ability to manage multiple priorities and deadlines. - Effective team collaboration and ability to work independently in a dynamic environment. - Strong problem-solving mindset with the ability to interpret financial data and translate findings into actionable insights. - Willingness to work in a global environment and collaborate with U.S.-based teams across time zones. - Eagerness to grow within the TAS domain and contribute to firm-wide initiatives and knowledge sharing. This role at Bahwan Cybertek presents a strong growth opportunity for finance professionals interested in building a career in M&A advisory with a global exposure.,
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posted 7 days ago
experience4 to 8 Yrs
location
Maharashtra
skills
  • Content Creation
  • Financial Services
  • Consumer
  • Fintech
  • Technology
  • Time Management
  • Research Coverage
  • Healthcare Services
  • Global Markets
  • Institutional BuySide
  • SellSide Research
  • Investing Workflows
  • Organizational Skills
  • Fluent in English
  • Additional Regional Languages
Job Description
As a member of the Insights team at Guidepoint, you will play a vital role in creating valuable content for institutional investment and corporate clients. The Insights product offers teleconferences, surveys, and in-person events featuring experts from Guidepoint's global network. Your primary responsibility will be to monitor a coverage universe of public and private companies within a specific sector in the EMEA region. This will involve tracking industry trends, news flows, earnings releases, and research to generate original ideas for discussion. Additionally, you will create and moderate teleconferences featuring experts from Guidepoint's network to provide actionable insights for clients. Your key responsibilities will include: - Monitoring a coverage universe of companies within a specific sector in the EMEA region - Tracking industry trends, news flows, and research in key markets - Generating original ideas for discussion and creating teleconferences - Reviewing teleconference transcripts to ensure quality of content - Ensuring compliance with Guidepoint policies and protocols - Identifying and recruiting industry experts to the Expert Network - Managing relationships with experts and clients You should possess: - Bachelor's or Master's degree - 4+ years of work experience at a financial services or research firm - Understanding of buy-side/sell-side research workflows - Ability to work in a fast-paced environment - Strong organizational and time management skills - Outgoing personality with excellent communication skills - Intellectual curiosity and willingness to learn - Fluency in English, additional languages a plus Guidepoint offers competitive compensation, medical coverage, a central office location, and an entrepreneurial work environment. The company is committed to diversity and creating an equitable environment for all employees, advisors, and clients. Join Guidepoint and be part of a team that empowers decision-making through real-time data and expertise. For more information, visit https://www.guidepoint.com/insights/#team.,
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posted 7 days ago
experience4 to 8 Yrs
location
All India
skills
  • Content Creation
  • Financial Services
  • Time Management
  • Research Coverage
  • Consumer Sector
  • Fintech Sector
  • Technology Sector
  • Healthcare Services Sector
  • Global Markets
  • Institutional BuySide
  • SellSide Research
  • Investing Workflows
  • Organizational Skills
  • Fluent in English
  • Additional Regional Languages
Job Description
As a member of the Insights team at Guidepoint, you will play a crucial role in delivering valuable insights to our institutional investment and corporate clients through teleconferences, surveys, and in-person events. Your responsibilities will include content creation, research coverage, and process management tailored to the EMEA region. **Key Responsibilities:** - Monitor a coverage universe of public and private companies within a specific sector in the EMEA region, across multiple asset classes and structures - Track key industry trends, material news flows, earnings releases, and investor presentations - Identify and maintain a robust pipeline of company and industry specific topics, generating original ideas for discussions - Create and moderate teleconferences featuring experts from Guidepoint's network to produce actionable insights for clients - Review teleconference transcripts to ensure the quality of content and summarize key discussion points - Ensure compliance with Guidepoint policies and protocols - Vet experts for Insights Teleconferences and maintain their profiles accurately - Collaborate with research teams to recruit industry experts and manage relationships with experts and clients **Qualifications Required:** - Bachelor's degree or Master's degree - 4+ years of work experience at a financial services or research firm, with a focus on consumer/fintech/technology/healthcare services sector (Coverage or Knowledge of Global Markets is a plus) - Understanding of institutional buy-side/sell-side research and investing workflows - Ability to thrive in a fast-paced entrepreneurial environment, with effective time management and organizational skills - Strong communication skills and outgoing personality to interact with individuals at all professional levels - Intellectual curiosity and a desire to learn - Ability to work both independently and as part of a team, including training and mentoring junior professionals - Fluent in English (written and verbal), additional regional languages are a plus Guidepoint offers competitive compensation, employee medical coverage, a central office location, an entrepreneurial environment with autonomy, fast decisions, and a casual work environment. Guidepoint is a research enablement platform that provides real-time data, innovative technology, and expertise to empower clients" decision-making processes. With a network of nearly 1.75 million experts and 1,600 employees worldwide, Guidepoint helps organizations and investors navigate information more effectively. Guidepoint is committed to diversity and creating an equitable environment for all employees, advisors, and clients.,
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posted 1 day ago
experience5 to 9 Yrs
location
Haryana
skills
  • Financial Due Diligence
  • Excel
  • Financial Statements
  • Pivot Tables
  • Analytical Skills
  • Critical Thinking
  • Interpersonal Skills
  • Manufacturing
  • Distribution
  • Consumer Products
  • Business Services
  • Healthcare
  • Financial Services
  • Financial Reports
  • Mergers
  • Acquisitions
  • Document Request Lists
  • Quality of Earnings Adjustments
  • Net Working Capital Analyses
  • Financial Ratio Analysis
  • US GAAP Accounting Standards
  • Advanced Excel Skills
  • Vlookups
  • Advanced Formulas
  • Verbal Communication Skills
  • Written Communication Skills
  • Industry Experience
Job Description
As a Transaction Advisory Services Supervisor at RSM USI, you will collaborate closely with both onshore and offshore team members to conduct financial due diligence for middle-market US clients. This role presents an exciting opportunity to be a part of a well-established practice that is currently undergoing remarkable growth. Your primary responsibilities will include: - Prioritizing data from financial reports into Excel workbook analyses to offer valuable insights to the U.S.-based engagement team during mergers and acquisitions - Preparing and updating document request lists - Participating in management meetings with the Target Company and client discussions - Assisting in various analyses like Quality of Earnings adjustments, Net Working Capital analyses, and identifying key Points of Interest for consideration in the report To excel in this position, you are required to have: - Relevant experience from a Big 4 or equivalent Transaction Advisory Services practice - CA/CPA/MBA finance qualification - Approximately 5-7 years of related financial due diligence work experience on buy-side and sell-side transactions - Proficiency in understanding financial statements, financial ratio analysis, U.S. GAAP accounting standards, and financial concepts - Advanced Excel skills, including vlookups, pivot tables, and advanced formulas - Strong analytical skills and excellent verbal and written communication skills Key skills that will accelerate your career in this position include: - Strong critical thinking abilities - Exceptional interpersonal and communication skills - Willingness to invest time in communication with U.S.-based teams - Self-starting capabilities - Capacity to work effectively within tight deadlines - Preferred industry experience in manufacturing, distribution, consumer products, business services, healthcare, or financial services would be advantageous RSM offers a competitive benefits and compensation package to all employees, providing flexibility in your schedule to help you balance personal and professional commitments while serving clients effectively. If you are a detail-oriented individual with a passion for financial due diligence and a drive to excel in a dynamic and collaborative environment, this role at RSM USI could be the perfect fit for you.,
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posted 2 weeks ago
experience3 to 7 Yrs
location
Haryana
skills
  • Financial Modeling
  • Credit Analysis
  • Data Analysis
  • Financial Statement Analysis
  • MS Excel
  • Bloomberg
  • Communication Skills
  • Credit Risk Modeling
Job Description
As a Credit Valuations Analyst at our esteemed buy-side client's Valuations Team, your role will involve conducting comprehensive credit valuations of private companies. You will be responsible for analyzing financial statements, credit agreements, and market data to determine creditworthiness and potential risks. Your contribution will play a critical role in providing valuable insights to support informed investment decisions. Key Responsibilities: - Conduct Credit Valuations: Perform thorough credit valuations of private credit investments. - Develop and Maintain Credit Valuation Models: Create and refine credit valuation models tailored to specific asset classes. - Collaborate with Investment Team: Work closely with the Investment Team to assess and mitigate credit risks associated with existing investments. - Credit Risk Assessment: Perform thorough credit risk assessments on new investment opportunities. - Modeling and Reporting: Estimate the value of credit investments, prepare detailed credit valuation reports and presentations. - Monitor Credit Portfolio Performance: Track key credit performance indicators, identify strategies for credit risk mitigation. Requirements: - Master's Degree in Finance, Economics, Accounting, or related field. - Minimum 3 Years of Experience in credit valuations within the financial services industry. - Strong Technical Skills in financial modeling, credit analysis, and data analysis. - CFA Designation or actively pursuing the CFA program (preferred). - Advanced Proficiency in Financial Tools like MS Excel, Bloomberg, and credit risk modeling software. - Excellent Communication Skills for presenting complex credit information effectively. - Collaborative Mindset to work independently and collaboratively in a fast-paced environment. Preferred Qualifications: - Credit Risk Certification such as Certified Credit Risk Manager (CCRM) or Credit Risk Certification (CRC). - Experience with Credit Risk Models like PD models, LGD models, and EL models. - Knowledge of Credit Markets including high-yield bonds, leveraged loans, and private credit.,
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posted 1 week ago
experience2 to 6 Yrs
location
Maharashtra
skills
  • negotiation
  • software contracts
  • critical thinking
  • written communication
  • risk analysis
  • commercial contract drafting
  • redlining
  • US laws
  • UK laws
  • services contracts
  • spoken communication
  • GDPR
  • US privacy laws
Job Description
As a Legal Analyst - Contract Reviewer/Negotiation Support, your role involves performing legal review, drafting and recommending amendments to US and English law contracts/agreements according to agreed guidelines and playbooks. You will provide legal support to internal clients across all lines of business, liaising with them professionally via email and Teams calls. Supporting negotiation with external counterparties to manage risk and achieve desired outcomes is also a key responsibility. You will have access to the WTW Contract Lifecycle Management System (COMET) and work directly with WTW's Sales Operations Centre of Excellence. Escalating complex issues to the Team Lead or relevant in-country Legal Team and focusing on the quality and financial/legal implications of contract provisions are crucial aspects of your role. Your skills should include at least four years of experience in reviewing and supporting negotiation of services or software contracts from both sell-side and buy-side perspectives. You must have the ability to apply critical thinking to deal with unusual or complex reviews, along with excellent command over written and spoken English for drafting contractual terms and explanations. Attention to detail, quality, and accuracy are essential, as well as experience with contracting under US and/or English law. Prioritizing tasks, learning new processes and systems, and working under pressure to meet deadlines are part of your responsibilities. Being a quick learner, good team player, and having excellent people skills are important for this role. Knowledge of GDPR or US privacy laws and experience in a financial services or corporate environment are advantageous. In terms of qualification, you should be a Graduate with a Bachelor of Laws degree and have a minimum of 2+ years of experience in commercial contract drafting, redlining, and negotiation, including experience in US or UK laws. Additionally, as part of your responsibilities, you will need to understand WTW and OGC Policies, contracting framework, and requirements, as well as actively participate in all required WTW interactions. Compliance with the organization's requirements, including the WTW Code of Conduct, is essential. Undertaking required training on relevant subjects and not being involved in work related to litigation matters are also part of the role. Your top 5 competencies should focus on clients, critical thinking, working in teams, driving excellence, and fostering innovation while adapting to change. Cognitive abilities such as logical thinking, decision making, and attention to detail will also be essential for success in this role.,
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posted 2 weeks ago

Trade Surveillance Analyst

Millennium Management
experience3 to 7 Yrs
location
All India
skills
  • Regulatory Compliance
  • Financial Markets
  • Analytical Skills
  • Communication Skills
  • Teamwork
  • Bloomberg
  • MS Outlook
  • Word
  • Excel
  • PowerPoint
  • Electronic Communications
  • Trading Surveillance
  • Insider Trading
  • Market Manipulation
  • Research Skills
Job Description
As a Trade Surveillance Analyst at Millennium Management, you will play a crucial role in ensuring compliance with regulatory requirements and maintaining the integrity of the firm's operations. Your responsibilities will include: - Conducting general electronic communications and trading surveillance reviews, with a focus on identifying potential insider trading and market manipulation. - Monitoring daily surveillance reports using exception reports and other tools to detect any irregularities. - Reviewing surveillance alerts, conducting in-depth analysis, and escalating findings as necessary. - Assisting in the investigation and management of inadvertent receipt of material non-public information (MNPI). - Collaborating with the business and compliance teams on a daily basis to offer guidance and advice on compliance matters. - Supporting regulatory examinations, inquiries, investigations, and projects as required. - Drafting and updating compliance-related policies and procedures. - Staying informed about regulatory changes, updates, and industry-wide compliance initiatives. - Undertaking and leading special compliance projects involving various inter-department stakeholders. To qualify for this role, you should ideally have: - A Bachelor's degree in finance, Economics, or a related field with a strong academic background. - 3+ years of experience, preferably in surveillance or a related role at a regulatory authority, bank/broker, or buy-side firm. - Knowledge of the securities and trading industry, particularly US financial markets. - Previous experience working with third-party surveillance platforms. - Exceptional written, analytical, and research skills with the ability to apply quantitative and qualitative analysis. - Strong attention to detail, organizational skills, and effective communication both verbally and in writing. - The capability to work independently and collaboratively with all levels of management and staff. - Excellent communication and analytical skills with a willingness to learn. - Ability to handle multiple tasks simultaneously, identify complex problems, and evaluate options. - A team-player mindset with enthusiasm for trading markets. - Proficiency in advanced computer skills including Bloomberg, MS Outlook, Word, Excel, and PowerPoint. Join Millennium Management's global investment management firm to contribute to delivering the highest quality returns to investors while upholding principles of integrity, discipline, and excellence. As a Trade Surveillance Analyst at Millennium Management, you will play a crucial role in ensuring compliance with regulatory requirements and maintaining the integrity of the firm's operations. Your responsibilities will include: - Conducting general electronic communications and trading surveillance reviews, with a focus on identifying potential insider trading and market manipulation. - Monitoring daily surveillance reports using exception reports and other tools to detect any irregularities. - Reviewing surveillance alerts, conducting in-depth analysis, and escalating findings as necessary. - Assisting in the investigation and management of inadvertent receipt of material non-public information (MNPI). - Collaborating with the business and compliance teams on a daily basis to offer guidance and advice on compliance matters. - Supporting regulatory examinations, inquiries, investigations, and projects as required. - Drafting and updating compliance-related policies and procedures. - Staying informed about regulatory changes, updates, and industry-wide compliance initiatives. - Undertaking and leading special compliance projects involving various inter-department stakeholders. To qualify for this role, you should ideally have: - A Bachelor's degree in finance, Economics, or a related field with a strong academic background. - 3+ years of experience, preferably in surveillance or a related role at a regulatory authority, bank/broker, or buy-side firm. - Knowledge of the securities and trading industry, particularly US financial markets. - Previous experience working with third-party surveillance platforms. - Exceptional written, analytical, and research skills with the ability to apply quantitative and qualitative analysis. - Strong attention to detail, organizational skills, and effective communication both verbally and in writing. - The capability to work independently and collaboratively with all levels of management and staff. - Excellent communication and analytical skills with a willingness to learn. - Ability to handle multiple tasks simultaneously, identify complex problems, and evaluate options. - A team-player mindset with enthusiasm for trading markets. - Proficiency in advanced computer skills including Bloomberg, MS Outlook, Word, Excel, and PowerPoint. Join Millennium Management's global investment management firm to contribute to delivering the highest quality returns to investors while upholding principles of integrity, di
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posted 3 weeks ago
experience4 to 8 Yrs
location
Maharashtra, Pune
skills
  • Equity Research
  • Financial Modelling
  • Secondary Research
  • Investment Research
  • Valuation Analysis
  • MS Office Suite
  • Written Communication
  • Verbal Communication
  • Financial Acumen
Job Description
As a Senior Analyst (Buy Side), you will be responsible for providing investment research support to investment banks, hedge funds, and other financial institutions. Your key responsibilities will include: - Conducting in-depth secondary research and offering deep insights on the sector or companies under coverage. - Preparing detailed research reports, investment summaries, and presentations for portfolio managers and senior analysts. - Performing industry and thematic research, identifying trends, competitive dynamics, and market developments that impact investment opportunities. - Tracking and analyzing key performance indicators, management commentary, and market sentiment for coverage companies. - Supporting the investment team with data gathering, modeling, and monitoring of existing and potential portfolio holdings. - Providing quarterly earnings preview/review support and writing investment notes. - Developing detailed financial models from scratch; updating and restructuring existing financial models; performing valuation analysis including DCF, relative valuation, and SOTP. - Writing company ICRs, sector outlook, and macro events/thematic reports. - Providing research support on various ad-hoc projects, including developing ESG frameworks, tracking macroeconomic events, preparing sector presentations and newsletters, and maintaining sector databases. - Ensuring that the tasks assigned are completed within the deadline, and ensuring top-quality output with a thoroughly conducted self-driven quality-check process. - Proactively communicating with the client and sharing regular project updates. Qualifications required for this role include: - MBA Finance / CA / CFA level with at least 4 years of relevant experience in equity research. - Strong financial acumen, critical thinking, and the ability to synthesize complex information into actionable insights that enhance investment decision-making. - Proficiency in conducting secondary research and sharing deep insights in a presentable format. - Proficiency in financial modeling, including detailed 3-statement forecasting, multiple scenario analysis, discounted cash flow valuation, and relative valuation. - Knowledge of databases such as Alpha Sense, Bloomberg, and Thomson Reuters. - Proficiency in MS Office Suite (MS Excel, MS Word, MS PowerPoint). - Excellent written and verbal communication skills in English. - Self-motivated, with a strong desire to learn and deliver. - Self-driven and dynamic; able to think out-of-the-box and come up with innovative ideas.,
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posted 2 weeks ago
experience15 to 19 Yrs
location
Maharashtra
skills
  • Java
  • Python
  • C
  • Microservices
  • Distributed Systems
  • Treasury
  • ALM
  • Risk Management
  • FX
  • Stakeholder Management
  • Buyside
  • Sellside
  • GenAI tools
  • MLAI
Job Description
As a Vice President (VP) in Mumbai, you will play a crucial role as an Engineering Manager with expertise in financial domains such as Treasury, Sell-side, or Buy-side. Your responsibilities will involve architecting and delivering cutting-edge Treasury & Markets platforms with a focus on high availability, resilience, and scalability. **Key Responsibilities:** - Lead and mentor a team of 10-20 engineers specializing in backend, frontend, and data engineering. - Stay actively involved in architecture, coding, and design reviews, emphasizing engineering excellence in clean code, CI/CD pipelines, observability, performance tuning, VAPT, and cloud-native best practices. - Translate complex business problems in Treasury & Markets into end-to-end technology solutions, focusing on funding, risk, liquidity, Fixed Incomes, MM/FX, and ALM. - Drive modernization initiatives including migration from monolith to microservices, cloud adoption (AWS/GCP/Azure), containerization (Kubernetes, Docker), and streaming (Kafka/Pulsar). - Utilize AI tools for rapid prototyping, code generation, and test automation, integrating ML/AI in cashflow forecasting, liquidity analytics, anomaly detection, and risk monitoring. - Foster an AI-first culture to enhance developer productivity and accelerate delivery. **Key Qualifications:** - Possess 15+ years of experience in software engineering, including 5+ years managing high-performing technology teams. - Strong coding skills in Java, Python, C++, with hands-on experience in microservices and distributed systems. - Practical exposure to modernization projects, cloud-native stacks, and building scalable APIs. - In-depth knowledge of Treasury, ALM, Risk, MM, FX, or Buy-side/Sell-side trading workflows. - Familiarity with GenAI-assisted coding and ML-driven solutions. - Proven track record of delivering mission-critical, low-latency, high-resilience platforms in the BFSI sector. - Excellent stakeholder management skills, collaborating closely with product owners, risk, operations, and global engineering teams. Please note that the above summary is tailored to the details provided in the job description.,
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posted 1 week ago
experience0 to 3 Yrs
location
All India
skills
  • Financial Due Diligence
  • Accounting
  • Analytical Skills
  • Verbal Communication
  • Written Communication
  • Microsoft Office
  • GAAP
  • Teamwork
  • Time Management
  • Confidentiality
  • ProblemSolving
Job Description
As an Analyst in the Global Transaction Advisory Services (TAS) Due Diligence practice at Kroll, you will play a vital role in providing financial and accounting buy-side and sell-side due diligence services to private equity funds and strategic buyers. Your contributions within the team will create a supportive and collaborative work environment that encourages excellence. **Key Responsibilities:** - Prepare analytical schedules for discussions with Management of target companies - Identify transaction focus areas through preliminary analysis - Research technical accounting topics for planned transactions - Gather public industry and competitor information relevant to the target company - Analyze the cyclicality of the target's business and working capital trends - Investigate contingent liabilities, off-balance sheet items, and related party transactions - Evaluate the quality of earnings and non-recurring items - Review the application of GAAP in the target company's accounting policies - Participate in discussions with Management - Prepare and manage data-book and certain sections of the report **Qualification Required:** - Chartered Accountant with 0 to 2 years of relevant experience in a similar role - Strong analytical, comprehension, and problem-solving skills - Excellent verbal and written communication skills - Dedication to teamwork and personal integrity - Ability to quickly grasp new tasks - Proficiency in Microsoft Office, especially in Word, Power Point, and Excel - Effective task prioritization and management in a team environment - Demonstrated commitment to achieving outstanding results - Flexibility in work hours and willingness to travel as required - Capability to handle confidential and sensitive information **About Kroll:** Join Kroll, the global leader in risk and financial advisory solutions, with a rich legacy of nearly a century. By blending trusted expertise with cutting-edge technology, we navigate and redefine industry complexities. As a part of One Team, One Kroll, you will contribute to a collaborative and empowering environment, fostering your career growth. If you are ready to build, protect, restore, and maximize client value, your journey starts with Kroll. To apply for this position, please visit careers.kroll.com. Kroll is an equal opportunity employer that values diversity and recruits individuals based on merit.,
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posted 2 months ago
experience5 to 9 Yrs
location
Gujarat, Ahmedabad
skills
  • SQL
  • FIX Protocol
  • Linux system environments
  • Clientfacing experience
  • Organisational skills
  • Verbal
  • written communication skills
  • Problemsolving
  • Technology passion
  • ITIL principles
  • Electronic trading platforms
  • Buyside
  • sellside order management systems
Job Description
As a FIX Onboarding Engineer at MSBC, you will be responsible for ensuring seamless connectivity in financial markets by managing FIX certifications, integrations, and connectivity across global trading systems. Key Responsibilities: - Ensure the FIX connectivity platform is maintained in a scalable and fault-tolerant configuration. - Perform FIX certifications with third-party vendors and Liquidnet members. - Define FIX integration specifications in collaboration with OMS vendors. - Support UAT FIX connections with various OMS/EMS vendors. - Build, maintain, and test certification environments aligned with global standards. - Escalate and resolve issues in coordination with local/global production support and development teams. - Work closely with internal teams to test new functionality and implement innovative fixes to existing issues. - Maintain detailed documentation of configurations and technical workflows. Skills & Qualifications: - 5+ years of relevant experience in the Financial Technology industry (brokerages, asset managers, or trading system vendors). - In-depth familiarity with FIX Protocol and order management workflows. - Proficient in SQL and experience working with MSSQL, Oracle, or Sybase. - Comfortable working in Linux system environments. - Strong client-facing experience with the ability to lead technical discussions with vendors and stakeholders. - Exceptional organisational skills with a meticulous approach to documentation and versioning. - Excellent verbal and written communication skills. - Proven ability to gather and relay technical requirements across globally distributed teams. - Strong problem-solving mindset and passion for technology. - Quick learner with the ability to adopt new technologies and workflows efficiently. - Knowledge of the Asian equities market. - Familiarity with ITIL principles. - Hands-on experience supporting electronic trading platforms. - Experience with FIX connectivity and certification processes. - Understanding of buy-side or sell-side order management systems (OMS). MSBC Group, a trusted technology partner for over 20 years, specializes in Custom Software Development, Staff Augmentation, Managed Services, and Business Process Outsourcing, driving innovation and enterprise transformation globally. If you are passionate about trading systems, connectivity, and creating high-impact technology solutions, MSBC Group welcomes your application. This role is based in Ahmedabad, with remote or hybrid working options available for candidates from other cities or states.,
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posted 3 weeks ago
experience6 to 10 Yrs
location
All India
skills
  • Content Creation
  • Financial Services
  • Time Management
  • Research Coverage
  • Consumer Sector
  • Industrials Sector
  • Materials Energy Sector
  • Global Markets
  • Institutional BuySide
  • SellSide Research
  • Investing Workflows
  • Organizational Skills
  • Fluent in English
  • Additional Regional Languages
Job Description
Role Overview: The Insights product offered by Guidepoint caters to institutional investment and corporate clients by providing teleconferences, surveys, and in-person events. The teleconferences are stored in a transcript library portal, covering various industries and topics to facilitate informed decision-making by clients. The content includes experts from Guidepoint's global network and is conceptualized and hosted by former investment professionals. This position may require working adjusted hours in alignment with EMEA working hours. Key Responsibilities: - Monitor a coverage universe of public and private companies within a specific sector in the EMEA region, across multiple asset classes and structures - Track key industry trends, material news flows, earnings releases, investor presentations, and research in key coverage markets - Identify and maintain a pipeline of company and industry-specific topics, generating original ideas for discussions - Create and moderate teleconferences featuring experts from Guidepoint's network to produce actionable insights for clients - Review teleconference transcripts to ensure content quality and summarize key discussion points - Ensure compliance with Guidepoint policies and protocols - Vet expert relevance for Insights Teleconferences and ensure accuracy of their profiles - Collaborate with research teams to recruit additional industry experts and manage relationships with experts and clients Qualifications Required: - Bachelor's degree or Master's degree - 6+ years of work experience at a financial services or research firm focusing on Consumer and/or Industrials, Materials & Energy (IME) sector; Knowledge of Global Markets is a plus - Understanding of institutional buy-side/sell-side research and investing workflows - Ability to thrive in a fast-paced entrepreneurial environment with effective time management skills - Outgoing personality with excellent communication skills - Intellectual curiosity and willingness to learn - Ability to work both independently and as part of a team, including training and mentoring junior professionals - Fluency in English (written and verbal); Knowledge of additional regional languages relevant to coverage markets is a plus Additional Company Details: Guidepoint offers: - Competitive compensation - Employee medical coverage - Central office location - Entrepreneurial environment, autonomy, and fast decision-making - Casual work environment Please note that Guidepoint is a research enablement platform striving to empower clients" decision-making processes through innovative technology, real-time data, and access to expert insights. The company values diversity and inclusivity in its employees, advisors, and client interactions to foster an equitable and welcoming environment for all.,
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posted 2 months ago
experience3 to 7 Yrs
location
Maharashtra
skills
  • Proficient in building financial models
  • Strong Written
  • oral Communication skills
  • Ability to write
  • summarise factualnonfactual statements error free
  • Proficient in MS Excel
  • MS Office applications
  • BTech CFA any level
  • BTech MBA
  • any other equivalent degree with relevant experience in sell side buy side Equity Research
  • Demonstrated ability to work in a time sensitive environment
  • Must be a strong team player
  • must be Resourceful
  • Ability to work effectively in a team environment
  • Prior Experience in Luxury Brand
  • Sporting brands
Job Description
As an Equity Research Analyst at Barclays Global Research Team, you will work with a senior analyst as part of the sector research team. Your main responsibilities will include gathering, tracking, and analyzing relevant data, updating models/analysis, and presenting findings to internal clients. By doing so, you will assist Barclays Research in providing clients with advice to make the best investment decisions. **Key Responsibilities:** - Proficient in building financial models - Strong written and oral communication skills - Ability to write and summarize factual/non-factual statements error-free - Proficient in MS Excel and MS Office applications - B.Tech + CFA (any level) or B.Tech + MBA or any other equivalent degree with relevant experience in sell-side/buy-side Equity Research **Desirable Skills:** - Demonstrated ability to work in a time-sensitive environment - Must be a strong team player and must be resourceful - Ability to work effectively in a team environment - Prior experience in Luxury Brand or Sporting brands Barclays Global Research aims to produce and deliver research with differentiated market insights and actionable ideas to Barclays clients. Your role will involve analyzing market, sector, corporate, and/or economic data to develop investment theses for your coverage universe. You will present research views to clients through various channels such as direct interactions, research-hosted events, and written communications. Additionally, you will collaborate with stakeholders to ensure research is produced and delivered compliantly. **Qualification Required:** - Requires in-depth technical knowledge and experience in the assigned area of expertise - Thorough understanding of the underlying principles and concepts within the area of expertise - Lead and supervise a team, guiding and supporting professional development, allocating work requirements, and coordinating team resources This regulated role may require the role holder to hold mandatory regulatory qualifications or meet internal company benchmarks. The position will be based out of NKP Mumbai. In summary, your role as an Equity Research Analyst at Barclays Global Research Team will involve gathering, analyzing data, updating models, presenting findings, and collaborating with stakeholders to provide clients with the best investment advice. Your qualifications, skills, and experience will play a crucial role in the success of this role.,
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posted 1 week ago
experience1 to 5 Yrs
location
Maharashtra, Pune
skills
  • Credit analysis
  • Financial analysis
  • Credit reports
  • Bloomberg
  • EBITDA
  • Ratio analysis
  • Report writing
  • Peer analysis
  • Excel macrosVBA
  • SP Capital IQ
Job Description
As a Research Analyst in the global buy-side credit research team, your role will involve conducting in-depth credit analysis, building and maintaining complex credit models, and providing high-quality research outcomes to support investment decisions. You will be part of a dynamic team that values motivation and attention to detail. Key Responsibilities: - Build and update credit models, including KPI-based projections for a CLO fund for existing investments and new initiations. - Conduct in-depth credit analysis of companies under coverage, including business, financial, and peer analysis, and prepare credit reports for annual/quarterly reviews. - Regularly monitor the assigned portfolio by tracking company events, peer group activities, and industry information sources. - Develop a quick understanding of operating and financial metrics relevant to new sectors in coverage. - Engage proactively with client teams to provide research insights and support. - Establish and maintain consistent standards and processes in credit analysis. - Utilize data sources such as Bloomberg, S&P Capital IQ, and Excel macros/VBA for added advantage. Functional & Behavioral Knowledge: - Background in conducting credit analysis of Corporates/Financial institutions. - Strong understanding of credit principles, credit review/appraisal, credit rating, report writing, capital structure, EBITDA & ratio analysis. - Strong quantitative skills for building and updating detailed financial models. - Detail-oriented with a keen interest in financial markets and credit analysis. - Ability to work under pressure and tight deadlines. - Excellent written & verbal communication skills to build effective relationships with stakeholders. - Capable of multi-tasking and handling projects with tight deadlines. - Ability to think and work independently. Qualification Required: - Minimum: MBA (Finance) from a reputed institute / CA / CFA is essential. - Preferred: Progress towards CFA (US). Experience/Skills: - Prior experience of minimum 1-3 years in financial analysis or credit research. Location: Pune/Mumbai Please note that the Education Qualification required for this role is MBA/CA/CFA.,
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posted 2 weeks ago
experience7 to 11 Yrs
location
All India
skills
  • Sales
  • Trading
  • Client Service
  • Communication Skills
  • Presentation Skills
  • Cash Equities
  • Market Specialist
  • Business Insight
Job Description
As a Market Specialist at Bloomberg in Mumbai, your role will involve supporting the Sales teams as a subject matter expert. You will consult with senior decision makers at client accounts, assist in closing new sales opportunities, and provide valuable feedback to shape the development of tools and services. By representing Bloomberg at market events and through various materials, you will become the face of the company. Key Responsibilities: - Utilize your strong market experience, detailed industry knowledge, and technical skills to drive revenue opportunities across our suite of solutions - Act in an advisory capacity to clients, helping them understand how our products and technology can address their challenges - Develop a deep understanding of the competitor landscape to better serve internal and external customers - Influence the direction of Bloomberg products through thought leadership, innovative ideas, and relationship-building with decision makers - Create and implement initiatives based on market insights that align with company goals, and track progress and challenges - Participate in projects that support departmental and firm-wide initiatives - Explore additional ways to contribute, such as mentoring, training, campaigns, and product enhancement Qualifications Required: - Minimum 7 years of experience in Cash Equities in a sales or trading role on the sell-side or buy-side - Ability to communicate complex ideas effectively to audiences of all sizes - Strong communication skills to lead senior client conversations, understand clients" workflows, and promote Bloomberg solutions - Business acumen to make informed decisions that impact the commercial success of the business - Collaborative mindset to work across departments and company-wide initiatives in a non-hierarchical structure - Excellent presentation, training, and communication skills in English At Bloomberg, we are a global leader in business and financial information, using innovative technology to deliver trusted data and bring transparency to financial markets. With over 26,000 employees across 150 locations worldwide, we provide the spaces and systems for our teams to work together with agility, productivity, and collaboration. Apply now if you believe you are a good match for this role. Join us at Bloomberg, where individuals with diverse backgrounds and experiences tackle big challenges and create significant impact through their work. Explore opportunities to grow and channel your unique energy at Bloomberg. (Note: Additional details about the company's culture, values, and benefits can be discovered on Bloomberg's website.),
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posted 2 months ago

Manager - Finance In Deals

PwC Acceleration Center India
experience6 to 10 Yrs
location
Hyderabad, Telangana
skills
  • Financial Due Diligence
  • Capital Markets
  • Financial Analysis
  • Operational Analysis
  • Strategic Analysis
  • Vendor Management
  • Digital Transformation
  • Technology Implementation
  • MS Excel
  • MS PowerPoint
  • MS Visio
  • Written Communication
  • Mergers
  • Acquisitions
  • Datadriven Insights
  • Buy Side Due Diligence
  • Sell Side Due Diligence
  • IT Due Diligence
  • IT Strategy Development
  • IT Landscapes Evaluation
  • IT Spend Analysis
  • Problemsolving
  • Consulting Skills
Job Description
Role Overview: You will be a part of the Financial Due Diligence practice within Deals Transaction Services at PwC. Your role will involve assisting organisations in realizing the potential of mergers, acquisitions, divestitures, and capital markets. By providing data-driven insights, you will help clients move in the right direction to maximize the value of their company. Your responsibilities will include conducting buy side and sell side due diligence, ensuring all financial, commercial, operational, and strategic assumptions are thoroughly analyzed and validated. Key Responsibilities: - Develop new skills outside of your comfort zone. - Resolve issues hindering team effectiveness. - Coach team members, recognize their strengths, and encourage personal development. - Analyze complex ideas and build meaningful recommendations. - Utilize multiple sources of information to develop solutions. - Address sub-standard work and ensure it meets firm/client expectations. - Use data and insights to inform decisions. - Develop a point of view on global trends impacting clients. - Manage diverse viewpoints to create positive outcomes. - Simplify complex messages and highlight key points. - Uphold the firm's code of ethics and business conduct. Qualification Required: - CA/MBA/CFA Fresher & Experienced Additional Details: The company also requires candidates to possess critical problem-solving and troubleshooting skills, the ability to use tools like MS Excel, PowerPoint for smart working, strong oral and written communication skills, core consulting skills including MS Visio, PowerPoint, Excel, the initiative to improve internal processes, promote knowledge sharing, and flexibility to travel if required.,
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posted 1 week ago
experience1 to 5 Yrs
location
Maharashtra
skills
  • Financial Analysis
  • Financial Modeling
  • Valuations
  • Benchmarking
  • Business Development
  • Market Research
  • Due Diligence
  • Portfolio Management
  • Written Communication
  • Verbal Communication
Job Description
Role Overview: You will be supporting the team in various aspects such as Due Diligence, Sector Coverage, Business Development, and Deal Execution. Your responsibilities will include financial and commercial due diligence, analysis of financial statements, business development activities, preparing internal documents, creating information base, and collateral preparation. Key Responsibilities: - Support the team in financial and commercial due diligence including analysis and interpretation of financial statements - Assist in preparing trading and transaction comparable, modeling & valuations, and benchmarking for companies - Participate in business development activities to reach out to potential clients - Prepare internal documents, memos, and pitches for prospective deal situations with strong qualitative and quantitative analysis - Create a well-rounded information base around the select vertical(s) and businesses to identify key trends and drivers - Undertake multi-source research from databases, analyst coverages, industry, and company reports - Prepare detailed financial models, investor memorandum, valuation materials, and data book with analysis and insights - Manage the due diligence process and gradually front end the relationship with client representatives - Assist in the overall deal coordination with the senior team in monitoring the portfolio Qualifications Required: - Prior Private Credit/related financial services experience (at least 1 year) is required. CA candidates will be preferred - Should be a self-starter with a high energy level, orientation for excellence, accountability, and entrepreneurial mindset - Excellent written & spoken English is a must,
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