KPMG - Team Leader - Research - Financial Sector

About Us

- KPMG is a leading professional services firm comprising over 155,000 professionals who work together to deliver value in more than 156 countries through in-depth industry insights in Audit, Tax & Advisory.

- The firm recorded more than USD24.8 billion dollars in revenues in 2014. For the last four years, KPMG has ranked as an - Ideal Employer- on a global index of the world's most attractive employers. The index is based on the opinions of close to 130,000 students from renowned academic institutions across many economies, including the United States, China, Germany, France, the United Kingdom and India. KPMG provides its employees with award-winning diversity initiatives and a formal mentoring program.

- The position in discussion is part of the Research, Analysis and Knowledge (RAK) and Benchmarking (BM) unit at KPMG Global Services (KGS), KPMG's knowledge services hub. RAK and BM unit is integral to the firm's strategy of enhancing innovation, building scalability and improving profitability. This unit is currently 800+ members strong capability offering deep insights and solutions to KPMG's practitioners across service lines viz. Audit, Tax and Advisory (Deal Advisory, Management Consulting, and Risk Consulting) globally.

Below are a few more details:

- This global capability is deployed to help KPMG practitioners rapidly adapt to changes in the business environment by: Identifying opportunities in the market; bringing more evidence based insights to their clients; and on the whole, helping them to be more successful in the market place

- This unit is a world class Centre of Excellence providing high quality solutions to internal clients; but it is expected that, over time, some capabilities will be offered to KPMG clients Within the RAK and BM unit, we are recruiting for the Research Capability Hub which provides research and advisory support to KPMG's service lines globally. A 300+ members strong capability, spread across Gurgaon and Bangalore, it encompasses financial, strategic, business and sector research solutions. This capability hub is providing services to the following KPMG service lines:

- Deal Advisory: To enable practitioners get ahead in the M&A cycle and pitch for deals; identify investment targets; review target Information Memorandum; identify potential synergies / dis-synergies and integration challenges; effectively conduct operational and commercial due diligence, etc.

- Risk Consulting (RC): To support engagements across RC service lines such as strategic assessment on internal audit engagements, identifying key company/industry risks, service line CI, etc.

- Management Consulting (MC): To support engagements across MC service lines such as, procurement and sourcing decisions to drive operational efficiencies, continuous monitoring of outsourced vendors, supplier comparison/analysis based on client specific criteria, research on end-to-end IT functions, and review of processes/stages in HR strategy

- Markets: To enable practitioners become more effective in their client meetings - understand clients- business models, strengths and challenges; evaluate industry and / or country dynamics; gain competitive intelligence; and provide support for KPMG visibility enhancement solutions such as thought leadership papers, market research, thematic reports, white papers, etc.

- Running across these four service lines, there is a strong foundation of sector communities - each led by a seasoned SME researcher - to infuse sector knowledge and insights in all research deliverables. The key sectors we cover include Financial Services, Technology, Media and Telecom, Healthcare & Life Sciences, Energy & Natural Resources, Consumer Markets, Auto & Industrial Markets and Government & Infrastructure.

KGS Research - Team Leader

Job Description

Roles and Responsibilities

- Connect with research users (advisors from KPMG member firms across the world) to understand project objectives, scope, and deliverables

- Effectively manage the request intake process including participating in project scoping calls to clarify understanding and prepare a detailed project scope document

Conceive, design and execute secondary research on:

- Company: business model, segments, revenue model, strategy, issues / challenges, M&A history, competitive positioning, organization structure, key management, recent developments, SWOT, etc.

- Market: industry value chain, size and growth outlook, trends and drivers, growth inhibitors and challenges, competitive landscape, Porter's / PESTLE analysis, etc.

- Financials: broad analysis of income statement, balance sheet, cash flows, ratios, segment performance, etc

- Competitors: comparative performance of companies on financial and operational KPIs, relative strengths and weaknesses, etc

- Drive the analysis of the above to draw key insights; map a company's strategy and pain points to KPMG's services, in order to advise the practitioners on possible business development opportunities /scope; deliver insights on client engagements; etc.

- Articulate findings through visually appealing / appropriate frameworks and in a clear, concise, and grammatically correct business English (both written and verbal)

- Ensure effective presentation of client deliverables - prepare client ready presentations that are well structured, logical and clear to understand

- Guide Senior Analysts (SA) and Business Associates (BA) across each stage of projects - from communicating client requirements, scoping and work allocation, to continuous supervision and review across secondary research, analysis and discussions, story-lining, and preparing deliverables

- Ensure highest quality (for self and team members output) and on-time delivery for all the projects

- Independently handle multiple projects, with minimal supervision from Manager/Assistant Manager

- Provide on-the-job and other classroom-based training (technical/databases) to SAs and BAs, and implement regular feedback mechanism

- Work collaboratively with onshore KPMG teams in the development of and delivery of presentations and key findings

- Drive the team's operations (staffing, MI, etc.) and key initiatives (such as training, team get together, BD collaterals, etc.)

Essential Skills Required

- Ability to form and express independent opinion on sectorial developments

- Goal driven - should be focused on helping clients meet their requirements - by developing solutions when client requirement is unclear / changes, and by providing relevant insights and key questions to fit the client objective

- Engage the stakeholders with intelligent conversation and research that is rich in pertinent content that establishes the sector specialization.

- Personal drive and positive work ethic to deliver results within tight deadlines and in demanding situations

- Flexibility to adapt to a variety of engagement types, working hours and work environments and locations

- Prior experience in team management (of 2-4 juniors for 2-3 years) - ability to identify team members- strengths, development areas and training needs, effectively allocating work, providing feedback, etc.

- Strong numerical, analytical and strategic thinking skills, and sound business / commercial acumen

- Ability to strategically analyze companies / markets and countries / financial services sector

- Strong understanding of finance fundamentals - income statement, balance sheet, cash flows, financial ratios

- Adept at strategic frameworks such as SWOT, Porter's Five Forces, PESTLE, etc.

- Proficient across databases (such as Investext, Capital IQ, MergerMarket, SDC Platinum, Lexis Nexis, etc.), in identifying surrogates, and triangulating data points

- High problem solving skills; ability to drive through to an outcome in circumstances of complexity and ambiguity

- Ability to assess technical information to distill key strategic insights and convey these succinctly, clearly and confidently, verbally and in written form

- Produce professional, neat and client-ready power point presentations and excel worksheets

- Excellent written and verbal communication skills

- Team player; self-driven and ability to work independently

Experience and Qualifications

- The candidate must have 5.5 to 7.5 years of research experience on the Financial Service industry (Banking/Insurance/Capital Markets/Investment Management) with a professional services firm / third-party KPO / specialized research houses, or captive/in-house research/strategy/market intelligence divisions of banks/insurers/investment management companies/investment banks; with post-graduate qualification.

- Experience of working within a dynamic environment across different time zones