Lead Analyst– Private Equity

Crisil; Maharashtra; On-site; INR 800,000 - 1,500,000; Full time

Job summary

A leading financial services firm in India seeks a professional for investment-related roles, emphasizing complex financial modeling and deal execution. Responsibilities involve conducting in-depth due diligence, monitoring portfolio company performance, and engaging with stakeholders across the deal lifecycle. Ideal candidates should have strong analytical, communication, and presentation skills, alongside a background in private equity or investment banking. A CA, CFA, or MBA from a reputed institution is preferred.

Qualifications

• Strong financial modelling and valuation expertise.
• Solid understanding of private equity deal lifecycle.
• Ability to synthesize complex information.

Responsibilities

• Build and maintain financial models for investment evaluation.
• Conduct in-depth due diligence of target companies.
• Monitor portfolio company performance through KPI tracking.

Skills

Financial modelling

Valuation expertise

Analytical skills

Communication skills

Presentation skills

Attention to detail

Education

CA / CFA / MBA from a reputed institution

Job description

Key Responsibilities

1. Deal Execution (Pre-Investment)
   • Build and maintain complex financial models to evaluate investment opportunities, including IRR and MOIC analysis under multiple scenarios
   • Analyze deal structures and assess various exit strategies
   • Develop detailed, sanitized financial models based on management inputs and independent diligence
   • Conduct in-depth due diligence, including financial, commercial, and operational analysis of target companies
   • Prepare Investment Committee (IC) materials, articulating investment thesis, key risks, and return expectations
   • Perform industry research covering market trends, competitive landscape, and regulatory developments
   • Support deal structuring, including preparation and review of term sheets, shareholder agreements and key commercial agreements
2. Portfolio Management (Post-Investment)
   • Monitor portfolio company performance through robust MIS frameworks and KPI tracking
   • Work closely with portfolio company management to drive operational improvements and strategic initiatives
   • Develop and implement value creation strategies to enhance business performance and growth
   • Support preparation and execution of 100-day plans post investment
   • Identify opportunities for process optimization and efficiency improvements across portfolio companies
   • Conduct periodic portfolio reviews and prepare performance update decks for IC and board meetings
   • Travel for periodic company visits and participate in board discussions while maintaining ongoing engagement with portfolio company leadership
3. Stakeholder Management & Strategic Support
   • Engage with internal stakeholders, senior management, and external advisors across the deal lifecycle
   • Support fundraising and investor reporting activities, as required
   • Assist in exit planning, including preparation of marketing materials and interaction with potential buyers

Key Skills & Qualifications

• Strong financial modelling and valuation expertise
• Solid understanding of private equity deal lifecycle and investment frameworks
• Ability to synthesize complex information into clear investment insights
• Strong analytical, communication, and presentation skills
• High attention to detail with a proactive, ownership-driven mindset

Preferred Background

• Experience in Private Equity, Investment Banking, Transaction Advisory, or Consulting
• CA / CFA / MBA from a reputed institution preferred