Acuity Knowledge Partners - Delivery Manager - Investment Banking - CFA/CA

About Acuity Knowledge Partners

Acuity Knowledge Partners (Acuity) is the largest offshore financial analytics, research and consulting services company with 4,000+ employees.

Acuity provides high-value research and analytics services to leading financial institutions and corporations worldwide through our highly experienced professional analysts and advisors from key skill centers based in India, Sri Lanka, China and Costa Rica.

Acuity management team includes individuals with experience in companies such as McKinsey & Co, BGC, GE Capital, UBS, and Deutsche Bank.

Please visit website for more details: https://www.acuitykp.com/

Opportunity

Acuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team based in Gurgaon.

Activities

- Manage a team of 10-15 experienced professionals and handle end to end delivery operations of all financial and business research projects for an investment bank's FinTech division primarily

- Also, grow the practice and act as an SME for FinTech space, also support on broader TMT space including IT/ BPO, Telecom, and Media, and FIG

- Interacting with key bankers and business managers in multiple global locations to understand their feedback on the service, providing recurring and ad hoc MIS, and also identifying growth opportunities

- Managing delivery of projects including deep dives / thematics / Industry studies, market analysis, pitch books, information memorandums, strategic account plans, company profiles, ad-hoc requests, financial analysis, competitive benchmarking and opportunity assessments through in depth secondary research and studying & analyzing different business & financial models in a particular industry

- Expertise in detailed industry studies and financial model (DCF/LBO/3-statement, Accretion/Dilution, Merger Model, etc.)

- Manage project timelines and quality of deliverables in a manner to ensure "high client satisfaction"

- Setting up responsibilities for direct reports; coaching them on complex assignments and reviewing their work with value add suggestions with a goal to exceed client expectations

- Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment

- Identify any potential growth opportunities with existing clients and pass them to operations head or sales team

- Manage project timelines and quality of deliverables in a manner to ensure "high client satisfaction"

- Setting up responsibilities for direct reports; coaching them on complex assignments and reviewing their work with value add suggestions with a goal to exceed client expectations

Required Background

- Post-Graduation in Finance (MBA, CFA, CA etc.) or equivalent qualification

- Relevant experience of 8-12 years supporting Investment banking division of a bank, consulting firm, boutique firm, advisory firm with 3-4 years of front end experience in pitching and execution on live deals

- Working experience on various investment banking related analysis for Fintech sector covering payments, digital banking, ride hailing, etc. would be preferred

- The candidate should have the ability to work independently and possesses the management/leadership skills to run the research on a day-to-day basis and apply his insights to client ideas

- Ability to handle pressure working in fast paced environment with quick problem solving skills

- Sound knowledge and relevant work experience on industry and macro-economic overviews/ studies, competitive landscape, relative valuation, detailed company analysis, financial modeling (DCF, LBO etc.), Pitchbooks, IMs, etc.

- Excellent written and spoken communication skills

- Working knowledge of databases such as Bloomberg, Capital IQ, Thomson One, Factset, etc.

- MS Office skills - should be excellent in MS PowerPoint, MS Excel, and MS Word