Assistant Director

Acuity Knowledge Partners; Pune District; On-site; INR 3,000,000 - 5,000,000; Full time

Job summary

Acuity Analytics (the trading name of AcuityKnowledge Partners) is a global, tech-first organization helping financial institutions and corporates make better decisions through research, data, analytics and AI-enabled solutions.

The Private Markets division works with Private Equity teams across industries and assists with deal sourcing, due diligence, financial modeling, portfolio monitoring and valuation activities, including company/industry analysis and modeling.

Qualifications

• 8-12 years of experience in Investment Banks or Boutique Advisory.
• MBA in Business Administration or CFA qualification is an added advantage.
• Excellent written and spoken English and strong analytical skills.

Responsibilities

• Understand client requirements, scope projects, manage end-to-end execution and delivery.
• Translate client objectives into deliverables with priorities and constraints.
• Lead projects independently and guide a team of analysts to meet client objectives.
• Manage client relationships with regular interactions to identify opportunities.
• Provide mentorship, upskilling of juniors and quality control.
• Contribute to process improvement and value-adding automation.
• Oversee the intake process and participate in project scoping calls.
• Prepare client-facing materials, pitches, and offering documents.

Skills

Financial modeling

M&A analysis

Valuation analysis

Leadership

Communication skills

Education

MBA or CFA (advantage)

Job description

Acuity Analytics (the trading name of AcuityKnowledge Partners) is a global, tech-first organization helping financialinstitutions and corporates make better decisions through research, data,analytics and AI-enabled solutions. We combine deep financial servicesexpertise with strong engineering, digital and AI capabilities to solvecomplex, real-world problems.

With a team of 7,200+ analysts, dataspecialists and technologists across 28 locations, we work with more than 800 organizationsworldwide to drive efficiency, unlock insight and deliver measurable impact.Our success is built on the strength of our people—by investing in talent,encouraging collaboration and creating room to grow, we enable our teams to dotheir best work for clients.

Acuity became an independent business in 2019following its acquisition from Moody’s Corporation by Equistone PartnersEurope. In 2023, funds advised by global private equity firm Permira acquired amajority stake, with Equistone remaining a minority investor—supporting ourcontinued growth and innovation.

§ This position is in the Private Markets division at Acuity,one of the fastest growing segments within the firm. The position will reportto Associate Director, Private Markets

§ It will offer the opportunity to work with Private Equityteams of our clients across industries (technology, fintech, retail, financialservices, transportation etc.) and assist them in devising their deal sourcing,deal assessment, due diligence, portfolio monitoring and valuation activitiesincluding company/industry analysis, financial modeling (DCF, LBO), relativevaluation, etc.

§ Typical engagements would involve(but not be limited to) the following:

• Maintaining high quality in the below workflows byperforming quality checks, providing training, mentoring and upskilling juniors:
  • o Financial spreading and valuationanalysis : Creation and updation of detailed financial modelsincluding DCF, M&A, LBO Models, trading & transaction comps, valuationanalysis via different techniques, through idea of company financial metrices
  • o M&A and strategic analysis: Identification and analysis of potential targets throughanalysis of markets, products, services and financial synergies
  • o Peer group benchmarking & competitionlandscaping: Identifying players operating in relevant industry, mapping themby geographies, sector or other parameters, benchmarking shortlisted players onvarious KPIs
  • o Commercial due diligence support: Commercial due diligence of potential investment throughanalysis of the market opportunity, target company’s business model, itscompetitive positioning, etc.
• Overseeing the request intake process, includingparticipation in project scoping calls to improve understanding and preparedetailed project scope documents
• Preparing and driving the content of client- andprospect-related materials, including pitches, proposals, client marketingmaterials, and other associated offering documents and analyses
• Working with Investment Banking and BoutiqueAdvisory clients on work types including but not limited to pitchbook creation,industry research, valuation, capital market products, and idea/peer/targetidentification
• Motivating and managing a team of analysts, planningworkflows, and liaising with global clients to ensure that deadlines are met atthe required standard
• Contributing to process improvement, QC, andproviding value adds to the deliverables and automation of tasks
• Providing domain expertise in M&A and capitalraising activities
• Communicating clearly and confidently with internaland external stakeholders both written and verbal
• Providing strategicthought leadership through the authoring of blogs and whitepapers

Primary Responsibilities:

• Understand client requirement, scope projects, manage end-to-endexecution and delivery (work allocation, research, analysis, quality control,delivery)
• Translate client objectives into clear deliverables with associatedpriorities and constraints
• Experienced in all types of secondary research (databases, statisticsand ministry/ industry/ association websites), as well as general research(company websites, SEC Filings, research reports, news articles etc.) andprimary research involving discussions with industry players/ stakeholders
• Handle multiple workstreams, as required
• Take complete ownership ofall quality related aspects
• Lead projects independentlyand guide a team of analysts and associates in daily tasks to ensure that thework is on course to meet clients’ objectives
• Manage team morale to be able to navigatethrough pressure situations
• Provide effective, on-time and objectivefeedback to team members and be involved in their overall grooming anddevelopment
• Manage and maintainclient relationships – would include regular interaction with client(s) tostrengthen the relationship and identify opportunities to act as a solutionsprovider.

Additional Responsibilities:

• § 8-12years of experience working with Investment Banks and Boutique Advisory
• § Familiarityand expertise in a specific sector will be an added advantage
• § Experiencein complete delivery set-up, smooth roll-out of services and the implementationof best practices, feedback mechanisms, hiring and training the team
• § Goodknowledge of the products involved in the entire value chain of InvestmentBanking activities, including M&A and capital raising
• § Excellentunderstanding of the financial statements analysis
• § AMasters in Business Administration and/or a full/ part qualification in CFAwill be an added advantage
• § Ahighly analytical mind and a high level of attention to detail
• § Excellentwritten and spoken English communication skills
• § Astrong work ethics.

• Good to have : Knowledge of AIcapabilities and practical business applications is a plus.

The ability to work independently and meetdeadlines under pressure

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