1 Dcf Valuation Jobs nearby Thane

As a Research Analyst at our company, you will be responsible for conducting market research, analyzing financial data, monitoring investment performance, and providing actionable insights to support strategic investment decisions. Key Responsibilities: - Conduct fundamental and technical analysis of stocks, mutual funds, and other investment instruments. - Prepare detailed equity research reports, forecasts, and financial models. - Track market trends, company news, macroeconomic indicators, and sectoral developments. - Evaluate portfolio performance and recommend adjustments based on market movements. - Support fund managers in developing investment strategies and asset allocation decisions. - Prepare investment presentations and reports for internal stakeholders and clients. - Use statistical tools and financial models to assess risk, returns, and valuations. - Stay updated with SEBI regulations, market announcements, and global financial news impacting investments. Required Skills & Qualifications: - Bachelors or Masters degree in Finance, Economics, Commerce, or related fields. - 3-5 years of experience in equity research, portfolio management, or fund analysis. - Strong understanding of financial statements, valuation models (DCF, PE, EV/EBITDA, etc.), and investment metrics. - Proficiency in Excel, Bloomberg, Capital IQ, or similar research tools. - Knowledge of technical indicators, charting tools, and trading platforms. - Strong command of financial modeling and quantitative analysis. - Excellent written and verbal communication skills.,

As a Chartered Financial Analyst at the cryptocurrency and blockchain services company in Mumbai, your key responsibilities will include: - Conducting financial planning, analyzing financial statements, and preparing valuation models for pre-seed rounds - Performing day-to-day tasks related to finance and financial reporting - Analyzing index funds closely and conducting DCF valuations - Acting as a financial analyst / Asset manager The qualifications required for this role are: - Strong financial planning and financial reporting skills - Analytical skills and expertise in finance - Experience in working with financial statements - Solid understanding of financial analysis and reporting - Excellent Excel and financial modeling skills - CFA level 3 cleared - Optional: CA, MBA finance (preferred), MSc Finance If you are looking to utilize your financial expertise and analytical skills in a dynamic environment focused on cryptocurrency and blockchain services, this role as a Chartered Financial Analyst could be the perfect fit for you.,

As a Consultant in Portfolio Valuations at Kroll, your role will involve providing support to the global valuation practice. You will have the opportunity to work on diverse valuation engagements for global clients, learning best practices, tools, and techniques. - Build long-term client relationships through exceptional client service - Develop technical expertise in the valuation of alternative assets - Manage client engagements from day-to-day interaction to timely completion - Handle a wide variety of projects and responsibilities - Conduct project management tasks including client interviewing, team management, and report writing - Build and review financial models such as DCF models, comparable company models, and stock option models - Write industry reports on emerging sectors and valuation of global Unicorns - Minimum 2-3 years of relevant valuation-related work experience in financial services - CA, Master's degree in Finance, Accounting, Economics, or equivalent (e.g., CFA) or MBA - Strong technical, analytical, and problem-solving skills - Leadership experience in managing client relationships and mentoring staff - Excellent verbal and written communication skills - Ability to handle confidential information At Kroll, you will be part of a global leader in risk and financial advisory solutions, blending trusted expertise with cutting-edge technology. Joining One Team, One Kroll, you will contribute to a collaborative environment, propelling your career to new heights. If you are ready to build, protect, restore, and maximize client value, your journey begins with Kroll.,

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.,

You will be working as a Senior Analyst in Investment Research at AGR Knowledge Services Pvt. Ltd, a Research and Consulting firm catering to global manufacturing, financial services, consulting, and technology companies. Your role will involve handling assignments for global financial services clients, including asset managers, PE/ VC funds, family offices, investment banks, and corporate M&A teams. You will be responsible for delivering equity/credit research reports, financial models, business valuations, due diligence, pitch books, information memorandums, and macro/sector/market analysis. Your qualifications should include CA/CFA/MBA Finance with 3-5 years of relevant experience in equity/credit/corporate finance and advisory. You should possess excellent analytical and communication skills to effectively engage with clients and understand their requirements. Proficiency in financial analysis, including financial modeling and valuation methods like DCF, SOTP, IRR, and trading and transaction comparables, is essential for this role. Additionally, you should have well-developed skills in MS Excel, Word, and PowerPoint. As a part of your responsibilities, you will work on a diverse range of projects covering various asset classes and geographies. You are expected to understand client needs, define project requirements, execute projects with minimal supervision, maintain regular communication with clients throughout the project, and present deliverables effectively. Your personal attributes should include the ability to work under tight deadlines, handle unstructured projects independently, possess expertise in numbers, and demonstrate high learning agility. Experience in research & analytics, proficient knowledge of financial markets, and working knowledge of various statistical tools will be advantageous. You should also exhibit a high level of focus, objective alignment, and emotional resilience in your work.,

As an Equity Research Analyst at Sutherland Research, you will be part of a dynamic team dedicated to providing top-notch financial modeling support and valuable insights to leading global buy/sell-side firms. Your role will involve developing comprehensive financial models, preparing essential reports, managing client portfolios, and collaborating closely with client analysts to deliver actionable project concepts effectively. Key Responsibilities: - Develop and maintain comprehensive financial models, incorporating Profit and Loss (P&L) statements, balance sheets, and cash flow projections across multiple industry sectors using valuation methods such as DCF, Relative Valuation, NPV, NAV, etc. - Create essential reports like initiating coverage reports, information memorandums, earnings reports, and thesis reports. - Manage and update clients" portfolios, ensuring timely adjustments and continuous monitoring for optimized investment performance. - Collaborate with client analysts to establish project concepts and deliverables effectively. - Conduct in-depth analyses of financial data to produce accurate forecasts related to businesses, industries, and economic conditions. - Present written and oral reports on general economic trends, company performance, and industry insights. - Offer well-founded opinions and defend analytical conclusions during interactions with company management teams and global fund managers. Qualifications: - MBA-Finance from tier-I/ II institutes/ CA, CFA (US) preferred - 3-7 years of experience in Equity Research - Experience in investment analysis on either buy or sell-side Required Skills: - Strong financial modeling and analytical skills - Strong communication, presentation, and language skills - Strong report-writing skills - Quality focused with attention to detail and client service - Technologically competent (Word, Excel, Bloomberg, Reuters) - Ability to adjust quickly to changing priorities and conditions - Proactive in developing trust and professional rapport with employees and team members; work as a team player (Note: Company details were not included in the provided job description),

As an Analyst in the Real Estate Capital Markets team, you will be responsible for various tasks that are essential for driving strategic decision-making in the real estate investment banking business. Your role will involve conducting business and market research, analyzing deals, creating financial models, preparing presentations, and providing management support. Key Responsibilities: - Develop and maintain complex financial models for real estate acquisitions, developments, and dispositions, utilizing tools such as discounted cash flow (DCF) analysis, internal rate of return (IRR), and net present value (NPV) calculations. - Analyze potential real estate investments by conducting market research, due diligence, and financial feasibility studies. - Conduct scenario and sensitivity analysis to evaluate investment risks and opportunities. - Evaluate property performance metrics such as occupancy rates, rental income, and operating expenses. - Underwrite new real estate investment opportunities by analyzing property financials, market data, and lease agreements. - Prepare investment memorandums (IMs) and present findings to investment committees. - Monitor and track the performance of existing real estate assets and assist in loan applications and relationship management with lenders. - Conduct market research to identify investment opportunities and analyze market trends. - Analyze market data including comparable sales, rental rates, and vacancy rates to stay informed about industry trends and real estate market conditions. - Collaborate with other teams to gather market information and communicate financial results and insights clearly and concisely to management and investors. - Assist with transaction execution, due diligence processes, and support ad-hoc business and financial analysis requests. - Stay updated on real estate finance principles and regulations. Qualifications: - CA/CFA/Bachelor's degree in Finance, Real Estate, Accounting, or a related field. - 1-2 years of experience in real estate financial analysis or a related role. - Strong understanding of finance principles, including DCF analysis, IRR, NPV, and property valuation. - Proficiency in Microsoft Excel with advanced skills required, including experience with financial modeling.,

You will be working as an Analyst in Investment Research at AGR Knowledge Services Pvt. Ltd, a company specializing in Research and Consulting for global clients in various industries. Your primary responsibility will be to handle assignments for global financial services clients, including asset managers, PE/VC funds, family offices, investment banks, and corporate M&A teams. Some of the deliverables you may work on include equity/credit research reports, financial models, business valuation, due diligence, pitch books/information memorandums, and macro/sector/markets analysis. Your key responsibilities will include: - Handling various assignments for global financial services clients - Working on diverse projects covering different asset classes and geographies - Understanding client needs, scoping out project requirements, executing projects with minimal supervision, engaging with clients regularly, and presenting deliverables To excel in this role, you will need: - Relevant research and analysis experience in equity/credit/corporate finance and advisory - Excellent analytical and communication skills - Skills in financial modeling and valuation methods like DCF, SOTP, IRR, and trading and transaction comparable - Ability to perform in-depth analysis of companies/sectors/markets - Proficiency in MS Excel, Word, and PowerPoint In addition to technical skills, the following personal attributes are desired: - Ability to work against tight deadlines - Ability to work on unstructured projects independently - Expertise or great comfort with numbers - Working knowledge of various statistical tools - Foreign language proficiency - Experience in research & analytics and proficient knowledge of financial markets - High learning agility and skills in receiving and giving feedback - High level of focus, objective alignment, and emotional resilience If you are a passionate individual with an MBA in Finance and 2-4 years of relevant experience, this role based in Mumbai (Hybrid) could be a great fit for you. Don't miss this opportunity to join a dynamic team and contribute to the growth story of AGR Knowledge Services Pvt. Ltd. For more information, you can visit their website at www.agrknowledge.com or reach out to them at careers@agrknowledge.com.,

You will be an integral part of the TMT Transactions team, based in Pune, India, working on a mix of domestic and cross-border Technology M&A and Cap Raise transactions. As a key member of the team, you will support various aspects of the deal process such as Financial Statement Analysis, Due Diligence, building Financial models, and investor collateral. **Key Responsibilities:** - Focus on execution of active deal mandates and lead preparation of transaction-related documents, financial modeling, and valuation analysis & scenarios. - Conduct Transaction Research including industry vertical analysis, market, strategic and industry peer analyses, and financial valuation benchmarks. - Develop detailed financial models to evaluate business performance under different scenarios and analyze the impacts of different capital structures. - Coordinate investor/acquirer calls, support data room set-up, term-sheet negotiations, and due diligence activities. - Manage due diligence process, liaise with third-party vendors like accounting firms/legal firms, and resolve issues/concerns. - Assist with research and analysis of sectors and transactions, present findings to management/team, and coordinate data for new trends and transaction ideas. **Qualification Required:** - 2 to 4 years relevant work experience with a big 4 or cross-border boutique Investment Bank focused on Technology, IT Services, or TMT sector deals. - Experience in sell-side Investment banking/Transaction Advisory Services/M&A transactions in the Technology sector. - Good understanding of the technology landscape and investment/exit transactions process. - Proficient in building investor collateral like pitch decks, teasers, CIMs, Financial Models, etc. - Bachelor's degree with relevant experience in the Tech industry and MBA/CFA from Top Institutions with at least 2 years relevant investment banking/M&A/Consulting experience. If you meet the above requirements and are interested in joining the TMT Transactions team in Pune, please apply with your resume and provide brief responses to the questions mentioned in the job description.,

As a Senior Financial Modelling Associate in the Investment Banking sector with a background in NBFC, your role will involve the following key responsibilities: - Build and maintain detailed financial models encompassing 3-statement forecasts, DCF valuations, scenario and sensitivity analyses, cash flow waterfalls, and capital structures. - Provide support for capital raising activities such as equity, venture debt, and senior facilities, including tasks like term sheet review, data room preparation, and financial due diligence. - Collaborate with internal teams to work on business planning, KPIs, unit economics, and strategic forecasting. - Demonstrate your expertise by developing robust and dynamic financial models, preferably using Excel, Google Sheets, or Python. - Utilize your exceptional command of corporate finance principles like NPV, IRR, valuation, and cap tables. - Ensure a strong understanding of investor requirements and financial due diligence processes. - Display high attention to detail, maturity under pressure, and the ability to work independently with senior stakeholders. - Utilize excellent communication and storytelling skills to distill complex data into simple insights. In terms of qualifications, we are looking for candidates who possess a Chartered Financial Analyst (CFA) certification (Level III preferred) or an equivalent finance qualification such as CA, ACA, or CPA with a strong operational modelling track record within a scale-up company. If you have 4+ years of experience in investment banking, private equity, strategy consulting, corporate development, or a high-growth startup/scale-up, and meet the above qualifications and skill requirements, we encourage you to apply for this position. This role is open in locations like Kochi and Mumbai, and the compensation package is negotiable based on your experience and expertise. If you are interested in this opportunity, please share your resume with Asha G at asha.g@inspirationmanpower.co.in or contact her directly at 7624836555. We look forward to potentially welcoming you to our client's team and leveraging your financial modelling expertise in the dynamic field of investment banking.,

As a global leader in knowledge processes, research, and analytics, you will be part of a team focusing on global market research and collaborating with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. Serving 8 of the top 10 global banks, you will work closely with product and sector teams to support deal origination, execution, valuation, and transaction advisory-related projects. - Provide onshore support to sell-side research analysts (institutional equities) of the capital markets and investment group - Collect and analyze financial data using online and other sources like Bloomberg and Reuters - Build historical financial models and provide forecasts - Develop company operating metrics relevant across different sectors/companies - Calculate company valuation using methods such as DCF, DDM, trading multiples, and EVA - Prepare various reports including company profiles, earning notes, and sector reports - Summarize investment conference calls and conduct management interviews - Develop roadshow presentations - Manage ad hoc research requests based on client requirements Requirements: - CA/MBA (Finance); CFA (added advantage) - Minimum 1 year experience in Equity Research in institutional sell-side research in the Indian Market - Strong accounting and financial skills - Good analytical skills - Knowledge of macroeconomic aggregates and regression analysis - Ability to meet deadlines and implement new working styles - Proactive in contributing to company goals and mission - Familiarity with databases such as Bloomberg and Reuters, and other financial systems - Excellent communication and interpersonal skills - Proficiency in MS Office (Note: Additional details of the company were not included in the job description provided),

As an Associate Investment Banking specializing in valuations, your role will involve analysing company financials and conducting in-depth market and industry research. You will be responsible for creating and maintaining a database to complement publicly available and company-provided information. Utilizing your strong communication skills, you will collaborate closely with clients, private equity funds, etc., to determine accurate valuations for target companies across various sectors. Key Responsibilities: - Analyse company financials and conduct thorough market and industry research. - Create and maintain a database to support publicly available and company-provided information. - Utilize excellent communication skills to collaborate with clients, private equity funds, etc., to establish precise valuations for target companies in diverse sectors. - Model values using market, income, and cost approaches, such as DCF, Comparable Company, and transaction methods. - Prepare detailed reports outlining research findings and summarizing values for delivery to clients. Qualifications Required: - Chartered Accountant (CA) or MBA in Finance. (Note: No additional details of the company were provided in the job description.),

Role Overview: As a global leader in knowledge processes, research, and analytics, you will be part of a specialized team focusing on global market research. Your main responsibilities at Evalueserve will include creating and maintaining MS Excel-based financial models with forecasts, conducting comprehensive company valuations, benchmarking companies, preparing industry and company research presentations, collecting financial data, and generating various reports like company profiles, earning notes, and newsletters. You will also be involved in summarizing investment conference calls. Key Responsibilities: - Create and maintain MS Excel-based financial models with forecasts - Conduct comprehensive company valuations using various approaches - Benchmark companies using financial and operating statistics - Gather information from industry or sector databases - Prepare presentations on industry and company research - Collect financial data from sources like Bloomberg and Thomson Reuters - Handle ad hoc research requests and generate various reports - Summarize investment conference calls Qualifications Required: - MBA, CA, or CFA qualification - At least 1 year of relevant experience in equity research - Fundamental understanding of microeconomics and macroeconomics - Strong accounting and financial analysis skills - Ability to identify and resolve issues efficiently and meet deadlines - Creative thinking, effective communication, and teamwork skills - Proficiency in MS Office, particularly MS Excel - Knowledge of VBA considered advantageous Note: This job description provides an overview of potential tasks and responsibilities and may be subject to periodic adjustments to accommodate changing circumstances.,

You will be joining AGR Knowledge Services Pvt. Ltd, a company specializing in Research and Consulting with a focus on providing outsourced research solutions to global clients. The company has successfully completed over 3000 assignments for more than 250 clients worldwide, with a significant portion of revenue coming from repeat clients. AGR leverages three decades of strategic consulting expertise from its parent company to deliver unique global research solutions. As an Analyst in Investment Research, your role will involve handling various assignments for global financial services clients, including asset managers, PE/VC funds, family offices, investment banks, and corporate M&A teams. Your responsibilities will include delivering equity/credit research reports, financial models, business valuations, due diligence, pitch books/information memorandums, and macro/sector/market analysis. You will work on diverse projects covering different asset classes and geographies, understanding client needs, scoping project requirements, executing projects with minimal supervision, engaging with clients regularly, and presenting deliverables effectively. Qualifications and Skills: - MBA in Finance with 2-4 years of relevant experience in equity/credit/corporate finance and advisory - Excellent analytical and communication skills for client interactions and understanding their requirements - Proficiency in financial modeling and valuation methods such as DCF, SOTP, IRR, trading, and transaction comparables - Ability to perform in-depth analysis of companies/sectors/markets to support investment decisions - Proficiency in MS Excel, Word, and PowerPoint - Ability to work under tight deadlines, independently on unstructured projects, and with a focus on numbers - Working knowledge of statistical tools and foreign language proficiency will be advantageous - Experience in research & analytics with a solid understanding of financial markets - High learning agility, skills in receiving/giving feedback, focus, objective alignment, and emotional resilience If you are a passionate individual with the required qualifications and skills, this is an exciting opportunity for you to contribute to the growth story of AGR Knowledge Services Pvt. Ltd as an Analyst in Investment Research based in Mumbai (Hybrid work model).,

Role Overview: You will be working as a Trading Enabler at Vice-President level in the Distressed Products Group, focusing on distressed bonds, distressed loans, and par loans across European and EM markets. Your primary responsibility will involve market-making and risk positioning in European Leveraged Loans. Additionally, you will support risk management, position taking, and analysis of businesses and structures to identify potential trading opportunities. Key Responsibilities: - Identify sectors with trading opportunities in the European par loans and distressed market - Conduct industry analysis including demand-supply analysis and pricing forecast - Perform fundamental analysis of underlying companies focusing on financial health, operational efficiencies, and competitive advantage - Perform end-to-end valuation exercises and credit analysis using various methods like Replacement cost analysis, DCF Valuation, Liquidation Valuation & Recovery Analysis - Understand capital structure, identify potential trading opportunities, and price debt accordingly - Regularly monitor topical credits for news flow, market intel, and commentary Qualification Required: - Experience: 8-10 years working with front office teams - Skills: Seasoned credit analyst with hands-on experience in end-to-end valuation exercises, familiarity with industry analysis, understanding of fundamental credit analysis, preferably in the European Levered Loan market. Ability to work independently, strong quantitative and analytical skills, and ability to work under pressure. Please note that the job description did not include any additional details about the company.,

As a seasoned professional with over 5 + years of equity research experience, you will lead sector/company coverage, deliver actionable insights, and support investment strategies. Your role as a VP will involve financial modeling, valuation analyses, research publications, and engaging with senior stakeholders and clients, while also mentoring junior analysts. Key Responsibilities: - Lead research coverage and provide investment recommendations. - Build and maintain financial models; conduct DCF, comparables, and transaction analyses. - Track macroeconomic, sector, and company developments. - Publish and present research reports and thematic insights. - Collaborate with the investment team and mentor analysts. Skills & Qualifications: - MBA/CA/CFA or equivalent with 5-8 years in equity research or investment banking. - Strong expertise in financial modeling, valuation, and sector analysis. - Excellent report writing, communication, and presentation skills. - Proficiency in Bloomberg/Reuters/MS Excel. - Demonstrated leadership and client engagement skills. The company offers some benefits such as: - Stocked Snack Drawer: Enjoy a variety of snacks to keep you energized through the day. - Prime Location: The office is well-connected and within walking distance from the railway station. - Young, Driven Team: Collaborate with a sharp, motivated, and intellectually curious peer group. - Clean, Well-Maintained Workspace: The workspace is simple, quiet, and conducive to focused, high-quality output.,

Role Overview: As an M&A Analyst at Gruve, you will be responsible for identifying, evaluating, and executing acquisition and investment opportunities. Your role will involve conducting market research, financial modeling, due diligence, and supporting negotiation processes to drive strategic growth initiatives. You will play a crucial role in maintaining an updated pipeline of acquisition targets, monitoring post-merger integration, and providing regular reports to senior leadership. Key Responsibilities: - Conduct market research, industry analysis, and competitive benchmarking for potential targets. - Perform detailed financial modeling, valuation (DCF, comparable comps, precedent transactions), and sensitivity analysis. - Assist in the preparation of investment memos, pitch decks, and board presentations. - Coordinate due diligence across financial, legal, tax, and operational teams. - Support negotiation processes with advisors, investment banks, and target companies. - Monitor post-merger integration performance and track value realization. - Maintain an updated pipeline of acquisition targets and investment opportunities. - Provide regular reports to senior leadership on deal status, risks, and opportunities. Qualifications & Skills: - Bachelors degree in finance, Accounting, Economics, or related field (MBA / CFA preferred). - 5+ years experience in M&A, investment banking, private equity, or corporate development. - Strong knowledge of corporate finance, valuation techniques, and financial modeling. - Proficiency in Excel, PowerPoint, and financial databases (Bloomberg, CapitalIQ, etc.). - Excellent communication and presentation skills for executive and board-level interactions. - Ability to work under tight deadlines and manage multiple transactions simultaneously. - Strong business acumen, analytical mindset, and attention to detail. Additional Details: Gruve is an innovative software services startup dedicated to transforming enterprises to AI powerhouses. The company specializes in cybersecurity, customer experience, cloud infrastructure, and advanced technologies such as Large Language Models (LLMs). With a mission to assist customers in utilizing their data for making more intelligent decisions, Gruve offers a dynamic environment with strong customer and partner networks. The company fosters a culture of innovation, collaboration, and continuous learning, aiming to build a diverse and inclusive workplace where everyone can thrive and contribute their best work. Gruve is an equal opportunity employer, welcoming applicants from all backgrounds.,

In this role, you are expected to: - Conduct comprehensive financial analysis of Commercial Real Estate properties (e.g., multi-family, office, industrial, retail, hospitality) and associated sponsors/borrowers, including historical performance, pro forma projections, rent rolls, operating statements, and balance sheet analysis. - Develop and maintain complex financial models (DCF, valuation, sensitivity analysis) specific to various CRE asset types and transaction structures (e.g., acquisition, development, refinance) - Prepare well-reasoned and succinct credit approval request memorandums, highlighting key risks, mitigants, and actionable recommendations. - Conduct projection modeling, stress testing and other analyses using research and evaluations from a wide variety of sources. - Support Senior Underwriters in making recommendations/credit decisions, including risk ratings and regulatory classifications, using both quantitative models and qualitative judgment. - Oversees periodic relationship credit monitoring including preparing Annual Reviews (ARs), Quarterly Reviews (QRs), and Criticized Credit Reviews (CCRs), ensuring effective information sharing and timely execution within global time zones. - Proactively identify early warning signs of credit deterioration and elevate concerns to senior portfolio managers, proposing corrective actions. - Review and validate the quality of financial spreads, reports, and static data updates. - Supports the Senior Underwriter and Underwriter during internal reviews (BICR, COBRA, IA) and external regulatory exam responses - Prepare executive-level materials and presentations summarizing complex financial analysis and risk assessments. - Ensures all transactions are in compliance with regulatory and Citi guidelines, policies and procedures - Expected to be fully conversant on safe and sound risk practices within Real Estate Credit including all policies, procedures, laws, regulations and risk limits specific to their Portfolio As a successful candidate, you ideally have the following skills and exposure: - 3-6 years of relevant experience - Previous experience working directly in Commercial Real Estate underwriting or credit preferably in the financial services industry - Strong financial modeling experience in Microsoft Excel, including complex financial modeling, data manipulation, and scenario analysis. - Ability to apply credit and risk principles toward business goals. - Demonstrated ability to synthesize, prioritize and drive results with a high sense of urgency - Must be highly organized and able to work in a fast-paced environment managing multiple projects and possess effective interpersonal, organizational and analytic skills - Solid organizational skills with ability and willingness to work under pressure and manage time and priorities effectively with little to no supervision - Highly effective written and verbal communication skills, with the ability to communicate clearly and concisely to audiences of varying levels of seniority. Education: - Bachelor's/University degree or equivalent experience - MBA or CFA or CA preferred If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citis EEO Policy Statement and the Know Your Rights poster.,

You are passionate about financial analysis and investment research, enjoying delving deep into company fundamentals, constructing valuation models, and crafting high-quality investment insights. SP2 Analytics is seeking a sharp, detail-oriented Investment Research Associate who is eager to kickstart their career in the investment research field. SP2 Analytics, a boutique investment research firm catering to global clients in equity research, investment banking, and private equity, is looking to onboard an Investment Research Associate to join their expanding team. As an Investment Research Associate at SP2 Analytics, your responsibilities will include: - Conducting fundamental company analysis across various sectors and geographies - Building and maintaining financial models including DCF, trading comparables, transaction comps, LBOs, etc. - Preparing investment memos, industry overviews, and pitch materials for global clients - Assisting equity research, investment banking, and private equity clients in due diligence, opportunity screening, and deal analysis - Tracking key KPIs, monitoring company performance, and preparing earnings summaries - Collaborating with senior analysts and client teams to deliver high-impact research - Undertaking any similar tasks that contribute to making investment decisions for clients The ideal candidate should possess the following skill set: - Proficiency in Financial Modelling and Investments - Strong Analytical Skills and ability to conduct thorough Due Diligence - Solid understanding of Finance principles - Excellent written and verbal communication skills - Ability to work independently and collaboratively - Relevant certifications such as CFA or CA are a plus If you are interested in this opportunity, apply now or send a message to sid.dongre@sp2analytics.com. Let's build something impactful together. You are passionate about financial analysis and investment research, enjoying delving deep into company fundamentals, constructing valuation models, and crafting high-quality investment insights. SP2 Analytics is seeking a sharp, detail-oriented Investment Research Associate who is eager to kickstart their career in the investment research field. SP2 Analytics, a boutique investment research firm catering to global clients in equity research, investment banking, and private equity, is looking to onboard an Investment Research Associate to join their expanding team. As an Investment Research Associate at SP2 Analytics, your responsibilities will include: - Conducting fundamental company analysis across various sectors and geographies - Building and maintaining financial models including DCF, trading comparables, transaction comps, LBOs, etc. - Preparing investment memos, industry overviews, and pitch materials for global clients - Assisting equity research, investment banking, and private equity clients in due diligence, opportunity screening, and deal analysis - Tracking key KPIs, monitoring company performance, and preparing earnings summaries - Collaborating with senior analysts and client teams to deliver high-impact research - Undertaking any similar tasks that contribute to making investment decisions for clients The ideal candidate should possess the following skill set: - Proficiency in Financial Modelling and Investments - Strong Analytical Skills and ability to conduct thorough Due Diligence - Solid understanding of Finance principles - Excellent written and verbal communication skills - Ability to work independently and collaboratively - Relevant certifications such as CFA or CA are a plus If you are interested in this opportunity, apply now or send a message to sid.dongre@sp2analytics.com. Let's build something impactful together.