Senior Associate/Delivery Lead - Financial Modeling & Valuation

About the role: This exciting role at Acuity Knowledge Partners, India Office, aims to expand investment support work across Asia, Europe, the Middle East, and the USA. As a member of the investment analytics team, you will collaborate with big corporates, investment houses, CVCs, financial advisors, and more to facilitate their investment decisions through financial modeling, investment research, and portfolio analysis. Your responsibilities will include evaluating investment opportunities, monitoring financial performance, and providing recommendations to optimize returns. Key Responsibilities: - Conduct fundamental and technical analysis of companies, industries, portfolio, and markets. - Evaluate financial statements, earnings reports, and economic data. Monitor global market trends, risks, and investment opportunities. - Build and maintain financial models to assess investment opportunities. Perform valuations using DCF, comparable, precedent transactions, and other methods. - Assist in monitoring and managing investment portfolios. Track performance against benchmarks and prepare portfolio review reports. - Prepare investment memos, presentations, and research reports for senior management and clients. Present findings and recommendations in clear, concise formats. - Collaborate with fund managers, traders, and other financial professionals. Ensure investment decisions adhere to internal policies, regulations, and ethical standards. - Ability to work independently and collaboratively in a fast-paced environment. Qualifications Required: - 4-6 years of experience in investment analysis, wealth management, or portfolio management. - Strong analytical and quantitative skills with a solid understanding of investment products, asset allocation, and portfolio construction. What can you expect: - Build customized investment proposals tailored to clients financial goals, including recommendations for equities, fixed income, alternative investments, and more. - Prepare comprehensive portfolio reviews for large clients and family offices, including customized reports and pitch presentations. - Collaborate with advisor teams to address client queries related to internal model frameworks, asset allocation, and portfolio actions. - Analyze product performance, capture user feedback to improve user journeys. - Be a part of planning, launching, and tracking investment strategies. About the role: This exciting role at Acuity Knowledge Partners, India Office, aims to expand investment support work across Asia, Europe, the Middle East, and the USA. As a member of the investment analytics team, you will collaborate with big corporates, investment houses, CVCs, financial advisors, and more to facilitate their investment decisions through financial modeling, investment research, and portfolio analysis. Your responsibilities will include evaluating investment opportunities, monitoring financial performance, and providing recommendations to optimize returns. Key Responsibilities: - Conduct fundamental and technical analysis of companies, industries, portfolio, and markets. - Evaluate financial statements, earnings reports, and economic data. Monitor global market trends, risks, and investment opportunities. - Build and maintain financial models to assess investment opportunities. Perform valuations using DCF, comparable, precedent transactions, and other methods. - Assist in monitoring and managing investment portfolios. Track performance against benchmarks and prepare portfolio review reports. - Prepare investment memos, presentations, and research reports for senior management and clients. Present findings and recommendations in clear, concise formats. - Collaborate with fund managers, traders, and other financial professionals. Ensure investment decisions adhere to internal policies, regulations, and ethical standards. - Ability to work independently and collaboratively in a fast-paced environment. Qualifications Required: - 4-6 years of experience in investment analysis, wealth management, or portfolio management. - Strong analytical and quantitative skills with a solid understanding of investment products, asset allocation, and portfolio construction. What can you expect: - Build customized investment proposals tailored to clients financial goals, including recommendations for equities, fixed income, alternative investments, and more. - Prepare comprehensive portfolio reviews for large clients and family offices, including customized reports and pitch presentations. - Collaborate with advisor teams to address client queries related to internal model frameworks, asset allocation, and portfolio actions. - Analyze product performance, capture user feedback to improve user journeys. - Be a part of planning, launching, and tracking investment strategies.