Research Analyst

Confluentia Advisors and Consulting Pvt Ltd.; Mumbai; Vor Ort; INR 300.000 - 600.000; Vollzeit

Zusammenfassung

Confluentia Advisors and Consulting Pvt Ltd. in Mumbai seeks a driven candidate with 6 months to 1 year of finance-related experience to map companies and opportunities across sectors, engaging founders and senior executives through calls, emails, LinkedIn, and networks.

You will understand strategic priorities and assess potential M&A, fundraising, or partnerships. The role emphasizes outreach, relationship-building, and mandate origination with collaboration from the execution team.

Qualifikationen

• Strong written communication is essential.
• Business development skills are required to generate opportunities.

Aufgaben

• Understand coverage and buyer criteria and map companies/transaction opportunities.
• Identify and connect with founders, CXOs and other key decision-makers.
• Conduct targeted outreach via calls, emails, LinkedIn, and industry networks.
• Understand strategic priorities and assess needs for M&A, fundraising, or partnerships.
• Arrange introductory calls and pitch meetings for the senior team.
• Prepare brief company profiles and talking points for meetings.
• Maintain outreach pipeline and follow up with prospects.
• Coordinate with the execution team after converting an opportunity into a mandate.
• Role focuses on coverage, relationship-building, and mandate origination; execution handled by another team.

Kenntnisse

Strong written communication

Business development

Ausbildung

BCom

BA

BSc

Jobbeschreibung

Key Responsibilities

• Understand coverage and buyer criteria and accordingly map companies and transaction opportunities across identified sectors and themes.
• Identify and connect with founders, promoters, CXOs, and other key decision-makers.
• Conduct targeted outreach through calls, emails, LinkedIn, and industry networks.
• Understand companies strategic priorities and assess potential requirements for M&A, fundraising, or strategic partnerships.
• Arrange introductory calls and pitch meetings for the senior team.
• Prepare brief company profiles and relevant talking points ahead of meetings.
• Maintain the outreach pipeline and regularly follow up with prospective clients.
• Coordinate with the execution team following the conversion of an opportunity into a mandate.
• The role is focused on coverage, relationship-building, and mandate origination; transaction execution will be managed by a separate team.

Preferred Profile

• Undergraduate, preferably with 6 months to 1 year of experience, with a BCom, BA, or BSc and a finance/economics background through education and work experience.
• Strong written communication and business development skills.
• Comfortable engaging with founders and senior corporate executives.
• Basic understanding of corporate finance, investment banking, M&A, and private capital markets.
• Ability to independently conduct secondary research on companies, sectors, and decision-makers.
• Highly proactive, persistent, and organised, with a strong focus on meetings and mandate conversion.