Manager Financial Planning & Analysis

Pretium Enterprise Operations India Private Limited (PES India); Bengaluru; On-site; INR 2,000,000 - 3,000,000; Full time

Job summary

Pretium Enterprise Services, Bengaluru-based, seeks an MBA with 1+ year post-degree experience to support equity/strategy research and investor relations. You will analyze financial statements, build dashboards, and prepare impactful presentations for senior leadership.

You will translate complex data into clear insights, collaborate across finance and operations, and contribute to benchmarking and forecasting efforts in a fast-paced environment.

Qualifications

• Master’s Degree from a Premier B-School with at least 1 year of work experience post degree.
• Relevant work-ex: Equity Research/Strategy Research/Investor Relations/Financial Research
• Understanding of financial statements, including profit & loss (P&L) statement and balance sheet, their interconnectivity, and economic and operational business and performance drivers
• Understanding of financial services industry and macro environment; understanding of asset management industry preferred
• Experience with financial modeling, forecasting, and performance analysis.
• Advanced Microsoft Excel skills and financial modelling skills.
• Analytical skills - Basic SQL, Python.
• Experience working with AI is preferred.
• Experience with Microsoft PowerPoint, visual and written presentation storytelling.
• Experience with financial modeling, forecasting, and performance analysis.
• Demonstrated ability to work cross-functionally with both finance and operational teams.
• Strong analytical, problem-solving, and communication skills.
• Ability to translate complex data into clear business insights and recommendations.

Responsibilities

• Develop and maintain deep understanding of the alternative asset management and Pretium’s relevant focus industries (single-family housing, residential credit/mortgages, and specialty lending)
• Sophisticated understanding of financial statements including P&L, Balance Sheet, etc. – Will maintain dashboard of selected peers capturing P&L, select balance sheet items and other metrics of note
• Ownership of projects and processes – Build upon the weekly, quarterly, and annual competitor benchmarking processes and ability to work independently with tight deadlines
• Compiling inputs from both internal and external sources into PowerPoint with the ability to create impactful presentations that spur discussion and present cleanly and directly all competitor-related updates
• Ability to see both the macro- and micro- picture within the competitor landscape to filter out information not relevant for the audience within Pretium
• Extensive ad hoc project work for senior leadership

Skills

Excel modelling

Financial analysis

SQL basics

Python

AI experience

Presentation skills

Cross-functional collaboration

Industry and asset management

Education

MBA (Premier B-School)

Tools

PowerPoint

Job description

Role And Responsibilities

• Develop and maintain deep understanding of the alternative asset management and Pretium’s relevant focus industries (single-family housing, residential credit/mortgages, and specialty lending)
• Sophisticated understanding of financial statements including P&L, Balance Sheet, etc. – Will maintain dashboard of selected peers capturing P&L, select balance sheet items and other metrics of note
• Ownership of projects and processes – Build upon the weekly, quarterly, and annual competitor benchmarking processes and ability to work independently with tight deadlines
• Compiling inputs from both internal and external sources into PowerPoint with the ability to create impactful presentations that spur discussion and present cleanly and directly all competitor-related updates
• Ability to see both the macro- and micro- picture within the competitor landscape to filter out information not relevant for the audience within Pretium
• Extensive ad hoc project work for senior leadership

Qualifications and Skillsets

• Master’s Degree from a Premier B-School with at least 1 year of work experience post degree
• Relevant work-ex: Equity Research/Strategy Research/Investor Relations/Financial Research
• Understanding of financial statements, including profit & loss (P&L) statement and balance sheet, their interconnectivity, and economic and operational business and performance drivers
• Understanding of financial services industry and macro environment; understanding of asset management industry preferred
• Experience with financial modeling, forecasting, and performance analysis.
• Advanced Microsoft Excel skills and financial modelling skills.
• Analytical skills - Basic SQL, Python.
• Experience working with AI is preferred.
• Experience with Microsoft PowerPoint, visual and written presentation storytelling.
• Experience with financial modeling, forecasting, and performance analysis.
• Demonstrated ability to work cross-functionally with both finance and operational teams.
• Strong analytical, problem-solving, and communication skills.
• Ability to translate complex data into clear business insights and recommendations.

With expert business service capabilities, Pretium Enterprise Services (“PES”), is integral to the growth, innovation, and transformation of Pretium’s global operating companies. Partnering with internal and external businesses and stakeholders to rapidly unlock value for our customers, PES delivers with excellence and ownership, enabling scalable growth.