Jean Martin – Senior Analyst – Investment Banking Jean Martin Systems

The Corporate Institute; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Jean Martin seeks a Senior Analyst – IB/PE to join its Financial Research team in Mumbai. The role offers hands-on exposure to public and private equity processes, collaborating with investment banks, PE funds, hedge funds, and VC firms.

You will conduct financial modelling, create investment materials, and deliver high-quality qualitative research for buy-side and sell-side engagements while maintaining client-facing communication.

Qualifications

• Strong PowerPoint skills to create CIMs, pitch decks, teasers for transactions.
• Strong Excel, financial modelling and valuation skills with solid accounting fundamentals.
• Excellent analytical, research, and business writing abilities.
• High attention to detail and ability to manage multiple priorities.

Responsibilities

• Build, maintain, and independently review robust financial and valuation models for M&A, LBOs, and comps.
• Develop pitch books, investment memorandums, stock screening outputs, and credit analyses.
• Conduct detailed company and industry research to identify trends, risks, and opportunities.
• Prepare qualitative research outputs such as initiation notes, thematic reports, earnings notes, and event updates.
• Interact with clients to understand requirements, convey insights, and present deliverables.
• Support senior team members in deal execution and ad-hoc research.

Skills

PowerPoint

Excel

Financial modelling

Analysis

Research writing

Attention to detail

Multi-tasking

Client-facing

Independent work

Job description

Job Overview:

Jean Martin is looking for a high-caliber Senior Analyst – IB/PE to join its growing Financial Research team in Mumbai. This role offers hands-on exposure across public and private equity investment processes, working closely with global investment banks, private equity funds, hedge funds, and venture capital firms.

The role demands strong analytical rigor, financial modelling expertise, PowerPoint and research writing skills. The ability to work independently in a fast-paced, client-driven environment is a must. You will work extensively on qualitative and quantitative research supporting buy side or sell side transactions.

Key Responsibilities:

• Build, maintain, and independently review robust financial and valuation models for public and private equity transactions, including M&A, LBOs, and comparable analyses
• Develop pitch books, investment memorandums, stock screening outputs, and credit analysis using both quantitative and qualitative metrics
• Conduct detailed company and industry research to identify trends, risks, and investment opportunities
• Prepare high-quality qualitative research outputs such as initiation notes, thematic reports, earnings notes, and event-based updates
• Actively interact with clients to understand project requirements, communicate insights, and present deliverables clearly to stakeholders
• Support senior team members and associates in deal execution, ongoing client engagements, and ad- hoc research assignments

Required Skills & Competencies:

• Strong PowerPoint skills to create CIMs, pitch decks, teasers for M&A and Capital Raise transactions
• Strong excel, financial modelling and valuation skills with solid accounting and financial fundamentals
• Excellent analytical, research, and business writing abilities
• High attention to detail and commitment to quality
• Ability to manage multiple priorities and deliver under tight deadlines
• Comfortable working in a dynamic, fast-moving environment with changing requirements
• Strong communication skills and a professional client-facing approach
• Self-driven, disciplined, and capable of working independently with very limited oversight