Financial Modeling Analyst

Institute of Management Accountants, Inc.; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Institute of Management Accountants, Inc. is seeking a detail-oriented Financial Modeling Analyst to join its Investment Research team. You will build complex financial models, perform valuations, and support strategic decision-making with rigorous analysis.

The ideal candidate has 2–4 years in investment banking, equity research, or private equity, with strong Excel and presentation skills. A finance-related degree (MBA/CFA) is preferred, and you will collaborate with senior management on

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration or related field, Master’s preferred.
• 2–4 years of experience in investment banking, equity research or private equity.
• Strong proficiency in financial modeling, valuation techniques, and investment analysis.
• Excellent quantitative and qualitative analytical skills with attention to detail.
• Ability to work in a fast-paced environment and manage multiple priorities.
• Excellent communication and presentation skills, written and verbal.
• Proficiency in Excel, PowerPoint, Bloomberg and Capital IQ.

Responsibilities

• Develop complex financial models and conduct valuation analyses for various investment projects, mergers, acquisitions, and investments.
• Analyze financial statements, prepare forecasts, and perform scenario analysis to support decision-making processes.
• Evaluate financial performance and prepare detailed reports and presentations for senior management and stakeholders.
• Conduct industry research and benchmarking to provide insights into market trends and competitive dynamics.
• Support the preparation of business cases and investment proposals by providing accurate financial modeling and analysis.
• Stay updated on industry best practices, regulatory requirements, and accounting standards relevant to financial modeling and valuation.

Skills

Financial Modeling

Valuation Techniques

Investment Analysis

Analytical Skills

Communication Skills

Education

Bachelor's degree in Finance, Economics, Business Administration

Master's degree preferred

Tools

Microsoft Excel

PowerPoint

Bloomberg

Capital IQ

Job description

Financial Modeling Analyst

We are seeking a detail-oriented and analytical Financial Modeling and Valuation Analyst to join our Investment Research team. The ideal candidate will have a strong background in financial analysis, modeling, and valuation techniques, with a deep understanding of corporate finance and accounting principles. This role offers an excellent opportunity to contribute to strategic decision-making by providing accurate and insightful financial analysis.

Responsibilities

• Develop complex financial models and conduct valuation analyses for various investment projects, mergers, acquisitions, and investments.
• Analyze financial statements, prepare forecasts, and perform scenario analysis to support decision-making processes.
• Evaluate financial performance and prepare detailed reports and presentations for senior management and stakeholders.
• Conduct industry research and benchmarking to provide insights into market trends and competitive dynamics.
• Support the preparation of business cases and investment proposals by providing accurate financial modeling and analysis.
• Stay updated on industry best practices, regulatory requirements, and accounting standards relevant to financial modeling and valuation.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field (Master’s degree preferred).
• 2-4 years of experience in investment banking, equity research, or private equity.
• Strong proficiency in financial modeling, valuation techniques, and investment analysis.
• Excellent quantitative and qualitative analytical skills with a keen attention to detail.
• Ability to work effectively in a fast-paced environment and manage multiple priorities.
• Exceptional communication and presentation skills, both written and verbal.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Capital IQ).

Preferred Qualifications

• CA, CFA or MBA (Finance)
• 2-4 years of experience working with investment banking, equity research, or private equity
• Prior experience in deal execution and transaction structuring is an additional advantage, though not mandatory