Lead Analyst

Straive; Gurugram District; On-site; INR 3,000,000 - 6,000,000; Full time

Job summary

SG Analytics (SGA), a Straive company, seeks an experienced Manager to service mid-market PE/VC and Independent Sponsor clients across the investment life cycle, from pre-LOI research to exit planning. You will lead end-to-end deliverables, build complex financial models (LBO, DCF, fund models), and drive client engagement while mentoring a 10–12 member team.

The role requires strong deal-structuring expertise, IC-ready memos, and the ability to challenge processes using AI tools to improve

Qualifications

• 8+ years of experience servicing mid-market and lower mid-market PE/VC/Independent Sponsor clients
• Strong understanding of PE/VC investment life cycle, fund structures, and deliverables (financial models, IC memos, KPI analysis)
• Proven ability to build complex financial models (LBO, DCF, fund models) with IRR, sensitivity, and cohort analysis
• Track record of managing evolving client mandates independently
• Experience with databases like AlphaSense, Grata, CapIQ, Pitchbook, Reuters, Factset, Bloomberg
• Excellent analytical and presentation skills with strong attention to detail
• Experience managing client relationships, governance calls, and escalations
• Strong stakeholder management and mentoring capabilities

Responsibilities

• Own end-to-end delivery across the investment life cycle for PE/VC/Independent Sponsor clients from pre-LOI sector research to post-LOI portfolio monitoring and exit planning
• Develop sector theses and track macro industry trends and KPIs
• Prepare teasers, information memorandums, competitive landscapes, sector reports and benchmarking
• Identify and profile platform or add-on targets for sponsor-led deals
• Build and review databooks, KPI analyses, and cohort analyses from data room files under NDA
• Develop detailed financial models (LBO, DCF, fund models) and perform IRR analysis with sensitivities
• Recommend deal-structuring approaches based on model outputs and market context
• Prepare detailed IC memos covering trends, financial snapshots, returns sensitivity and exit options
• Conduct portfolio analysis including KPI testing and exit scenario analyses
• Lead governance calls and manage escalations; deepen client engagements through internal mining
• Mentor and manage a team of Analysts/Sr. Analysts and Associates
• Collaborate with internal stakeholders to ensure seamless delivery and successful outcomes

Skills

Financial modelling

Team leadership

Client relationship management

Analytical skills

Stakeholder management

Tools

LBO modelling

DCF modelling

Fund modelling

AlphaSense

CapIQ

Bloomberg

Job description

SG Analytics (SGA), a Straive company, is a leading global data and AI consulting firm delivering solutions across

AI, Data, Technology, and Research. With deep expertise in BFSI, Capital Markets, TMT (Technology, Media & Telecom), and other emerging industries, SGA empowers clients with Ins(AI)ghts for Business Success through data-driven transformation.

A Great Place to Work® certified company, SGA has a team of over 1,600 professionals across the U.S.A, U.K,

Switzerland, Poland, and India. Recognized by Gartner, Everest Group, ISG, and featured in the Deloitte Technology Fast 50 India 2024 and Financial Times & Statista APAC 2025 High Growth Companies, SGA delivers lasting impact at the intersection of data and innovation.

Purpose:

SGA is rapidly expanding its Private Equity, Venture Capital, and Independent Sponsor practice and is looking for an experienced Manager to service mid-market and lower mid-market PE, VC, and Independent Sponsor clients across the entire investment life cycle, from pre-LOI sector research through post-LOI portfolio monitoring and exit planning.

The ideal candidate will bring strong financial modeling and deal-structuring expertise, a track record of preparing IC-ready deliverables, and the ability to lead a team while independently managing complex and evolving client relationships. The candidate should be comfortable challenging existing processes, driving efficiencies through emerging AI tools, and proactively identifying opportunities to deepen client engagements. This role also requires close collaboration with internal stakeholders to ensure seamless delivery and successful project outcomes.

• Own end-to-end delivery across the investment life cycle for mid-market and lower mid-market PE, VC, and Independent Sponsor clients, spanning pre-LOI activities (sector thesis development, target screening, industry trend analysis, teasers, one pager LBO models, etc.) through post-LOI activities (deal structuring support, detailed LBO/DCF model, company valuation, detailed IC memos, portfolio monitoring, and exit planning, etc.)
• Develop sector theses, track macro industry trends and drivers, and identify relevant KPIs for niche sectors
• Prepare teasers, information memorandums, competitive landscape assessments, sector reports, and financial and operational benchmarking
• Identify and profile potential platform or add-on targets for sponsor-led deals
• Build and review databooks, KPI analysis, and cohort analysis using CIMs and other data room files shared by potential platform/add-on targets under NDA
• Build and maintain detailed, complex financial models, including LBO, DCF, and fund models, and conduct IRR analysis using sensitivity tables
• Recommend deal structuring approaches based on model outputs, returns analysis, and market context
• Prepare and quality-check detailed IC memos covering industry trends, financial snapshots of target companies, sensitivity of returns, and exit options
• Conduct portfolio analysis, including KPI testing and scenario-based exit outcome analysis
• Ensure the quality of client deliverables through independent review, and build strong client relationships to maximize retention and delight
• Lead client governance calls and manage escalations
• Identify and convert opportunities to deepen and grow client engagements through internal mining
• Drive continuous improvement by challenging existing processes, bringing industry best practices, and integrating available and emerging AI tools
• Lead, mentor, and manage a team of 10-12 Analysts/Sr. Analysts and 3-4 Associates, including on-the-job and structured training
• Collaborate effectively with internal stakeholders to ensure seamless delivery and successful project outcomes

Requirements:

• At least 8 years of experience working with or servicing mid-market and lower mid-market PE, VC, or Independent Sponsor clients
• Strong understanding of the PE/VC investment life cycle across pre- and post-LOI stages, fund structures, and key deliverables such as financial models, IC memos, thematic research, and KPI analysis (financial and operational)
• Proven proficiency in building complex financial models, including LBO, DCF, and fund models, along with IRR, sensitivity, and cohort analysis, and valuation techniques
• Track record of independently managing unstructured, open-ended, and evolving client mandates
• Working knowledge of databases such as AlphaSense, Grata (SourceScrub), CapIQ, Pitchbook, Reuters, Factset, and Bloomberg
• Excellent analytical and presentation skills with strong attention to detail
• Experience managing client relationships, leading governance calls, and handling escalations
• Experience conducting on-the-job and structured training for team members
• Excellent stakeholder management skills, both internal and external

Soft Skills:

• Strong problem-solving ability, with composure in complex and ever-evolving client situations
• Skilled at handling difficult or sensitive client conversations with tact and professionalism
• Commercially minded, with an instinct for spotting opportunities to deepen and grow client engagements
• Continuous-improvement mindset, with openness to challenging the status quo and adopting new tools and best practices
• Self-driven and dynamic
• Creative, out-of-the-box thinker
• Excellent written and oral communication skills in English