Job Title: Analyst - Financial Research

Location: Pune

Position Overview

We are seeking an Analyst - Investment Baning & financial research to join our team. This role is ideal for professionals with 1+ years of experience in financial analysis, valuation, and investment research. As an analyst, you will take greater ownership of financial projects, manage complex deliverables, and engage directly with clients and senior stakeholders. You will also play a key role in enhancing internal processes, and driving analytical excellence within the team.

Key Responsibilities

- Prepare and refine high-impact pitch decks, investor presentations, information memorandums, and due diligence reports

- Lead financial modelling, valuation analysis, and investment research with a focus on accuracy and actionable insights

- Perform and oversee DCF, comparable company, precedent transactions, and SOTP-based valuations

- Contribute actively to M&A, fundraising, and capital markets transactions, supporting deal structuring and execution

- Conduct in-depth industry and market research, identifying trends, risks, and investment opportunities

- Collaborate directly with clients, investment bankers, and senior stakeholders, presenting financial insights and strategic recommendations

- Take ownership of workflow management, ensuring timely and efficient delivery of client projects and financial outputs

- Partner with cross-functional teams to optimize research methodologies and analytical frameworks

- Support the development of best practices and elevate internal financial reporting standards

Qualifications

- CA, MBA in Finance or CFA Level 2/3, with relevant experience in financial analysis, valuation, and transaction support

- Proficiency in MS Excel, PowerPoint, and Word; familiarity with platforms like CapIQ, FactSet, and Mergermarket is a plus

- Excellent analytical and problem-solving skills, with a keen eye for detail in reporting and forecasting

- Strong communication and presentation abilities, with comfort in engaging senior stakeholders and external clients

- Proven ability to manage multiple deliverables, take initiative, and lead key financial outputs

- Demonstrated leadership and mentorship mindset, supporting the development of junior team members

- Ability to thrive in a fast-paced, high-performance environment, handling complex financial tasks with precision

About Rubyworks

Rubyworks is India's leading flexi-talent finance solutions company, delivering cutting-edge financial research, tailored advisory services and access to vetted finance experts. Trusted by a global clientele - including leading startups, Fortune 500 companies, SMEs, family offices, investment banks, private equity, and venture capital funds across 15+ countries - we've been solving business challenges and enabling growth for years.

Our skilled team expertly manages financial research requirements throughout the deal life cycle, delivering high-quality collaterals such as information memorandums, investor presentations, pitch decks, financial models, valuation models, sector research, and more.

Founded by industry veterans with over 40 years of combined experience, Rubyworks has supported $1Bn+ in transactions and earned the trust of 300+ clients. Our mission is to empower businesses with data-driven insights, world-class finance support, and long-term value creation.

Website: rubyworks.ai