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Associate / Senior Associate – Financial Research

Mumbai, Maharashtra, India

Job Type

Full Time

Workspace

On-Site

About the Role

An Associate / Senior Associate at Axience is hired typically from peer groups or related backgrounds with a minimum of 1 year of experience. The individual will work on financial / investment research projects with responsibilities that may include (but not be limited to):

  • Work on various types of projects such as:

  • Support private equity clients in investment summaries, investment committee memos, sector analysis, company analysis, financial modelling and due diligence

  • Support investment banking clients with preparation of pitch books, information memorandums / private placement memorandums, target identification, financial modelling, trading and transaction comps, industry research

  • Support sell / buy side equity / credit research clients in initiating coverage, annual / quarterly maintenance of models and reports, sector studies and various thematic reports

  • Take full responsibility of end-to-end execution of projects with low levels of required supervision (although seniors are always available for guidance)

  • Be able to understand the requirements of complex financial and investment research projects

  • Conduct thorough self-review of all work and be able to clearly communicate about the structure and content of deliverables to seniors

  • A Senior Associate will be required to participate in client communication and talk clients through deliverables, as well as guide and review the work of juniors

Requirements

Axience is a professional business services firm, established with a credo of delivering “Integrated Bespoke Solutions” for our clients  We provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management team  Our main offices are located in Mumbai (India) with small capabilities in Dubai (UAE) and Cluj Napoca (Romania) with extended sales and execution capabilities displaying content from the right collection fields.


Financial Research

  • Under our Financial Research vertical, we support reputable clients in the financial services industry including variety of buy-side and sell-side clients

  • The scope of projects ranges from investment research (buy and sell-side equity / credit data, research and analysis) to corporate finance (pitch books, information memos, financial models and other deal / transactions related support work), investment opportunity analysis (market / competition landscape research, deal / transaction summaries, investment committee notes, etc) and various forms of investment analytics and reporting / dashboards / benchmarking

  • Our business is a mix of ongoing dedicated analyst relationships and ad-hoc value-added projects. This mix allows our staff to have arguably better learning and growth opportunities than our peers


About the Company

  • Exceptional oral and written communication skills (English)

  • Quantitative analytical skills

  • Ability to balance hands-on and hands-off approach

  • Should be proactive in prioritizing and organizing tasks to meet deadlines while working on multiple projects

  • Superior analytical, interpersonal skills and ability to dig deeper into problems and suggest solutions

  • Ability to work on unstructured situations and projects

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