Investment Banking Specialist

SG Analytics, which is now a part of Straive - brings deep expertise across BFSI, Capital Markets, Technology & Media, Manufacturing, Healthcare sectors, including Fortune 500 companies with strong capabilities in ESG Consulting, Investment Banking, Industry & Market Research, Valuation, Market Intelligence, Data Engineering, Data Governance & Management, Data Science, AI/ML, Data Analytics.

SG Analytics has a footprint across U.S.A, U.K, Switzerland, Poland & India Pune, Gurugram, Bangalore & Hyderabad and provides high-caliber support and operating leverage to over 200+ clients across geographies and asset classes, including asset managers, advisors, corporates, and entrepreneurs.

Recognized by Gartner, Everest Group, ISG, and featured in the Deloitte Technology Fast 50 India 2024 and Financial Times & Statista APAC 2025 High Growth Companies.

About the Department:

Investment Insights is one of the vital service lines offered by SG analytics to its clients, providing Modelling and Financial Analysis, Research, Due Diligence, Valuation, Portfolio Management, Deal Advisory, Deal Sourcing, and Marketing and Communications. SGA's team of seasoned investment analysts are the extension of the client's team and further supported by additional value-added functions. They serve various clients across Private Equity, Boutique Investment Banks, and other Corporates, Portfolio companies, etc.

Roles & Responsibilities:

• Analysing company reporting documents to create pitchbooks, company profiles, information memorandums, sector reports, industry reports, financial benchmarking and trading and transaction comps
• Identifying potential targets/buyers for M&A deals
• Managing end to end deal life cycle
• Working on Financial Models, DCF, LBO, and Football field analysis
• Performing secondary research through the web and available databases to prepare investment decks
• Interacting with the client for project coordination
• Be responsible for quality check and client deliverable

Required Skillset:

• 1-6 years of experience in Private Equity/Investment Banking
• End to end knowledge of PE/IB deal and key products
• Deep understanding of all investment banking products and requirements
• Experience in preparing pitch books, profiles, screening for targets/ buyers, sector reports, trading and transaction comps, as well as investment memorandums
• Proficiency in financial modelling, including detailed 3 statement forecasting, multiple scenario

analysis, DCF valuation, capital structure modelling, LBO and merger modelling

• Strong in working on unstructured and open-ended requests
• Prior experience of working and communicating with clients and various stakeholders
• Knowledge of databases such as Bloomberg, CapIQ, Pitchbook, Reuters, FactSet, and Merger market
• Excellent in MS PowerPoint and MS Excel

Prerequisites:

• Firm grasp of various aspects of finance and analytical ability
• Prior experience across buy/sell side
• Prior client facing experience is preferred
• Experience of working with various asset classes
• Strong eye for detail and ability to multi-task
• Ability to work demanding hours and meet client-driven deadlines (demanding hours require time management skills)

Job Location: Pune, Bangalore, Hyderabad, Gurugram