AVP - Financial Research Delivery Lead

Day to Day Responsibility :

- Leading and managing financial research and analysis projects for a diverse client base across geographies and providing strategic inputs and guidance to our clients

- Conducting comprehensive & in-depth financial analysis and preparing documents like Pitch Decks, Information Memorandums, Financial models, Valuation models, Due-diligence reports, Industry reports, etc for client's decision-making purposes

- Responsible for staffing, training & managing a team of analysts and interns, and ensuring completion of work within timelines

- Knowledge and application of business valuation concepts including DCF, comparable companies' analysis, precedent transactions analysis etc

- Building expertise, insights & knowledge on financial statement forecasting, industry trends, market opportunities, investment trends, fundraising market etc

- Collaborate with cross-functional teams, including financials analysts, clients, and their investment bankers & consultants, to gather information, validate data, and develop comprehensive financial research deliverables.

- Provide strategic guidance and recommendations to clients based on analysis of financial data, market conditions, and industry insights.

- Foster strong relationships with clients by delivering exceptional service, addressing their inquiries, and providing timely updates on projects.

- Mentor and coach junior team members, providing guidance on research methodologies, financial analysis techniques, and professional development.

- Building systems & processes, databases, firm-wide templates, and documents to standardize output wherever necessary

- Understanding client deliverables, determining scope of engagements, delivering project plan to clients, managing timelines, and driving deliverables through plans

-Responsible for overall deliverable of assignments covering client handling, coordination, communication, quality control, client feedback etc

- Knowledge of databases such as Bloomberg, CapIQ, FactSet, and Merger market and work-related productivity tools like MS Excel, MS Word, MS PowerPoint

- Creating documentation for User Manuals & SOPs (These could be PowerPoint, Word, Excel etc.)

Overall Traits :

- Project Management mind-set with an ability to work in a fast-paced unstructured environment, manage multiple projects simultaneously, and meet deadlines.

- Problem Solving, Analytical mind-set

- Leadership qualities with the ability to mentor and guide junior team members

- Strong communication and presentation skills to effectively convey financial information and recommendations to clients and stakeholders.

- Strong analytical skills with the ability to interpret complex financial data and generate actionable insights.

- Proficiency in financial analysis tools and software

- High Professional etiquettes and standards