Investment Analyst

Franklin Templeton; Hyderabad; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Lexington Partners in Hyderabad, India, seeks a data, analytics, and financial due diligence professional to support deal execution and investment data management. The role involves collaborating with the Menlo Park team, preparing financial models, and conducting due diligence to enable timely investment decisions.

You will work on AI and digital transformation initiatives, using DealCloud and iLevel to manage data and generate insights.

Qualifications

• 3+ years of financial services experience.
• Experience with a United States-based firm preferred.
• Background in financial statement analysis.
• Experience conducting due diligence.

Responsibilities

• Support deal execution workflows with the Menlo Park team.
• Manage investment data compilation activities.
• Support AI and digital transformation initiatives.
• Utilize DealCloud, iLevel, and internal investment resources.
• Prepare financial models and valuation analyses.
• Perform comparable company analysis.
• Gather and organize financial and operational data.
• Support due diligence reviews and research activities.
• Maintain high-quality deliverables and meet deadlines.

Skills

Financial modeling

Excel

PowerPoint

Analytical skills

Attention to detail

English communication

Financial services experience

DealCloud

iLevel

Tools

DealCloud

iLevel

Job description

About the Department: The Data, Analytics, and Financial Due Diligence group supports Lexington Partners’ global secondaries and co-investment platform. The team enables investment decisions through financial analysis, underwriting support, portfolio monitoring, and investment data management. Professionals work closely with investment teams across the organization to deliver accurate insights and high-quality due diligence. Joining the team provides exposure to private markets, complex transactions, and opportunities to build analytical, financial, and investment expertise in a collaborative environment.

Core Responsibilities

• Support deal execution workflows with the Menlo Park team.
• Manage investment data compilation activities.
• Support Artificial Intelligence (AI) and digital transformation initiatives.
• Utilize DealCloud, iLevel, and internal investment resources.
• Prepare financial models and valuation analyses.
• Perform comparable company analysis.
• Gather and organize financial and operational data.
• Support due diligence reviews and research activities.
• Maintain high-quality deliverables and meet deadlines.

Experience, Education & Certifications

• 3+ years of financial services experience.
• Experience with a United States-based firm preferred.
• Background in financial statement analysis.
• Experience conducting due diligence.

Technical Skills

• Excellent written and verbal English communication skills.
• Advanced financial modeling capabilities.
• Strong Microsoft Excel and PowerPoint proficiency.
• Strong analytical and problem‑solving skills.
• Exceptional attention to detail.

Soft Skills

• Collaborative and team-oriented mindset.
• Self-motivated with strong initiative.
• Positive and proactive approach.
• Ability to thrive in fast-paced environments.
• Strong project and time management skills.
• Commitment to continuous learning.
• High ethical and professional standards.

Work Shift Timings: 2:00 PM - 11:00 PM IST