Rubyworks – Analyst – Investment Banking & Financial Research Ruby Growth Advisory

The Corporate Institute; Pune District; On-site; INR 600,000 - 900,000; Full time

Job summary

The Corporate Institute in Pune is seeking an Analyst to join our team. This role focuses on financial analysis, valuation, and investment research, with ownership of complex deliverables and direct client engagement.

You will lead financial modelling, prepare investor materials, and support M&A and fundraising initiatives while collaborating with senior stakeholders to drive analytical excellence.

Qualifications

• 0.6–2 years of experience in financial analysis, valuation, and transaction support
• Proficiency in financial modelling, valuation techniques, and investment research
• Strong analytical and problem-solving skills with attention to forecasting and reporting

Responsibilities

• Lead financial modelling, valuation analysis, and investment research with focus on accuracy and actionable insights
• Perform and oversee DCF, comparable company, precedent transactions, and SOTP-based valuations
• Prepare pitch decks, investor presentations, information memorandums, and due diligence reports
• Contribute to M&A, fundraising, and capital markets transactions, supporting deal structuring and execution
• Conduct industry and market research to identify trends, risks, and opportunities
• Collaborate with clients, investment bankers, and senior stakeholders, presenting financial insights and recommendations
• Manage workflow and ensure timely delivery of client projects and outputs
• Partner with cross-functional teams to optimize research methodologies and frameworks
• Develop best practices and elevate internal financial reporting standards

Skills

Financial modelling

Valuation techniques

Investment research

MS Excel

PowerPoint

Strong communication

Client engagement

Project management

Education

CA

MBA in Finance

CFA Level 2/3

Tools

CapIQ

FactSet

Merger market

Job description

Vacancy: 3

Location: Baner, Pune

Position Overview:

We are seeking an Analyst to join our team. This role is ideal for professionals with experience in financial analysis, valuation, and investment research. As an analyst, you will take greater ownership of financial projects, manage complex deliverables, and engage directly with clients and senior stakeholders. You will also play a key role in enhancing internal processes and driving analytical excellence within the team.

Key Responsibilities:

• Lead financial modelling, valuation analysis, and investment research with a focus on accuracy and actionable insights
• Perform and oversee DCF, comparable company, precedent transactions, and SOTP-based valuations
• Prepare and refine high-impact pitch decks, investor presentations, information memorandums, and due diligence reports
• Contribute actively to M&A, fundraising, and capital markets transactions, supporting deal structuring and execution
• Conduct in-depth industry and market research, identifying trends, risks, and investment opportunities
• Collaborate directly with clients, investment bankers, and senior stakeholders, presenting financial insights and strategic recommendations
• Take ownership of workflow management, ensuring timely and efficient delivery of client projects and financial outputs
• Partner with cross-functional teams to optimize research methodologies and analytical frameworks
• Support the development of best practices and elevate internal financial reporting standards

Qualifications:

• CA, MBA in Finance or CFA Level 2/3, with 0.6 – 2 years of relevant experience in financial analysis, valuation, and transaction support
• Strong command of financial modelling, valuation techniques, and investment research
• Proficiency in MS Excel, PowerPoint, and Word; familiarity with platforms like CapIQ, FactSet, and Merger market is a plus
• Excellent analytical and problem-solving skills, with a keen eye for detail in reporting and forecasting
• Strong communication and presentation abilities, with comfort in engaging senior stakeholders and external clients
• Proven ability to manage multiple deliverables, take initiative, and lead key financial outputs
• Demonstrated leadership and mentorship mindset, supporting the development of junior team members
• Ability to thrive in a fast-paced, high-performance environment, handling complex financial tasks with precision