Delivery Manager - Financial Modeling

Role & Responsibilities: -

• Financial modeling and valuation analysis: Creation and update of detailed financial models including DCF, M&A, LBO Models, trading & transaction comps, valuation analysis via different techniques. Experience in valuation on start-ups and high growth companies will be preferred.
• Revenue & Cost Drivers: Identify industry-specific KPIs and able to project the revenues and cost based on drivers. The candidate should be well-versed with discount rate calculation, WACC, IRR and sensitivity analysis.
• Investment opportunity identification: Identifying emerging and high-growth sectors for investment assessment through market analysis such as market size, historical and projected growth rates, emerging market trends, key drivers, etc.
• Investment Memorandum: Creation of Investment memorandums, identifying key investment highlights & concerns, quarterly investment letters, market opportunity, financial analysis, product analysis, arriving at potential valuation of the target company, return & sensitivity analysis.
• M&A and strategic analysis: Identification and analysis of potential targets through analysis of markets, products, services and financial synergies
• Peer group benchmarking & competition landscaping: Identifying players operating in relevant industry, mapping them by geographies, sector or other parameters, benchmarking shortlisted players on various KPIs
• Analyzing investment themes / strategies: Evaluating attractiveness of the overall sector / geography / company focused investment themes and strategies of the fund
• Industry analysis and dashboards: Deep dive industry studies on focus sectors, periodic monitoring of key industry drivers and performance indicators for specific industries
• Portfolio company monitoring: Periodic tracking of business and financial performance indicators of portfolio companies and benchmarking those with their peer group for timely identification of upside and / or downside triggers
• Project Management and Team Handling: Project structuring, planning, conceptualizing output, leading a team of 4-5 analysts/associates, reviewing team’s work, signing-off before delivery
• Client Management: Understanding project request, discuss project, negotiate deadline, handling client queries

Key Competencies: -

• Experience of 6-8 years in financial modelling and quantitative research, preferably across industries
• CFA, MBA from a top tier business school in Strategy, Finance, Operations or Economics
• Strong finance fundamentals and knowledge of financial analysis skills
• Experience working across databases such as Capital IQ, Factset, Preqin etc.
• Excellent at using MS PowerPoint; command over MS Excel to process varied data sets in spreadsheets (Pivots, charting etc.) is highly desirable
• Exceptional client handling skills with ability to manage timely deliverables and client expectations
• Excellent written and verbal communication skills
• Superior problem-solving abilities and strong analytical thinking to seek the why, how and so-what of a problem statement and ability to think multiple/alternative solutions to a given problem
• Ability to seamlessly manage a team of associates and provide guidance in terms of review and proper direction.