Manager - Financial Advisory Firm

Hiring for Financial Advisory Manager role with Financial Advisor Firm

Job Description:

- This role is part of our advisory services business and involves working directly with global institutional investors such as investment banks, hedge funds and private equity firms. This is a two-pronged business line, which includes working with the client pre and post deal closure.

- Both these verticals would involve working closely with clients on financial modelling and analysing transactions in the structured credit space as well as real estate.

- The candidate will be expected to take lead on the projects assigned to them and make sure that the deliverables are provided to client within the stipulated timeframe.

Job Location: Gurgaon/Hyderabad

Key Responsibilities:

Work closely with the clients in supporting them through various stages in the life cycle of an investment transaction across various credit and alternate asset classes ; loan portfolios, structured credit products, specialty financing and real estate.

Pre-deal closure:

- Work as an extended team of clients on portfolio underwriting which includes creating financial models from scratch, modelling for different scenarios, running sensitivities, and analytics.

- Extract relevant data from information memoranda, loan tapes, rent rolls, rating agency reports, or credit agreements as required by clients or for modelling purposes.

- Present the analysis or financial models to clients/third parties on calls as well as assist in the preparation of investment summaries and credit memos.

- Critically review and audit financial models prepared by other parties and share observations and remediations with the client.

Post-deal closure:

- Create credible, flexible, and fully transparent financial models to provide an independent valuation on a periodic basis to clients in the hedge fund, private equity and investment management space, based on regulatory requirements of alternative investment funds.

- Use information from historical portfolio performance, market data tools (like Bloomberg), and other market insights to project future cashflows.

- Run sensitivities to understand how the valuations will be affected by various market scenarios.

- Provide support for asset management reporting, financial due diligence, post-deal analysis and business planning and any ad-hoc analytics for portfolio monitoring, surveillance, and reporting.

- Present the valuation outputs to clients and auditors on calls.

Required Experience/ Skill Set:

- Basic understanding of underwriting and various capital structures.

- Ability to understand the deal dynamics from the legal documentation provided and decode capital structure.

- High level of proficiency in financial modelling using MS Excel; ability to write VBA code is a plus.

- Good attention to detail and a logical thought process to analyse qualitative and quantitative data.

- Ability to work independently and manage smaller groups to ensure timely project completion.

- Strong written and verbal communication skills.

- Ability to work well under pressure to meet client deadlines.

Desired Candidate Profile:

- Exposure to alternate investment space is desirable.

- Flexibility to adjust work hours according to the client geographic location.

- MBA or an equivalent master's degree.