EXL Services - Advisory Lead - VC/M&A

Advisory Lead

Basic Function : Manage and lead the advisory practice for Client

Essential Functions :

- Manage and lead the Advisory practice

- Responsible for all deal sourcing and benchmarking projects

- Manage and mentor a team of associates

- Continue to enhance and implement the Advisory framework

- Provide research on industries, sectors and markets

- Generate valuations / merger models

- Proven ability to undertake detailed financial / deal sourcing analysis for inclusion in presentations and client reports

- Strong interpersonal and communications skills, including a track record of delivering outstanding client service in compressed timeframes

Technical Skills :

- A minimum 10+ years experience in an advisory environment, preferably in a strong VC / M&A advisory transactional role

- Sectoral experience with strong research capabilities

- Ability to conduct strategic and financial pre-analysis to identify opportunities and risks relating to each target

- Strong technical skills (financial modeling DCF, LBO, Merger Modeling), an understanding of financial markets and M&A process

- Proven ability to undertake detailed financial / deal sourcing analysis for inclusion in presentations and client reports

Process Specific Skills :

- Sectoral experience preferably Technology, Media & Telecom, Life Sciences, or Healthcare

- 409A valuation

- Experience in the core projects in M&A (buy-side) or independent advisory teams would be advantageous

- Exposure to VC side of business deal sourcing or private placements

- Understanding of the VC / PE eco-system and private company structures

Soft skills (Desired) :

- Commitment to delivering exceptional service to clients, with ability to work quickly and establish effective working relationships

- Ability to mentor and lead a team of SME- s