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Lead Analyst– Private Equity

Location

Mumbai, Maharashtra, India

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

CRISIL

Website: crisil.com
Job details:

Key Responsibilities

1. Deal Execution (Pre-Investment)
- Build and maintain complex financial models to evaluate investment opportunities, including IRR and MOIC analysis under multiple scenarios  
- Analyze deal structures and assess various exit strategies  
- Develop detailed, sanitized financial models based on management inputs and independent diligence  
- Conduct in-depth due diligence, including financial, commercial, and operational analysis of target companies  
- Prepare Investment Committee (IC) materials, articulating investment thesis, key risks, and return expectations  
- Perform industry research covering market trends, competitive landscape, and regulatory developments  
- Support deal structuring, including preparation and review of term sheets, shareholder agreements and key commercial agreements

2. Portfolio Management (Post-Investment)
- Monitor portfolio company performance through robust MIS frameworks and KPI tracking  
- Work closely with portfolio company management to drive operational improvements and strategic initiatives  
- Develop and implement value creation strategies to enhance business performance and growth  
- Support preparation and execution of 100-day plans post investment  
- Identify opportunities for process optimization and efficiency improvements across portfolio companies  
- Conduct periodic portfolio reviews and prepare performance update decks for IC and board meetings  
- Travelling for periodic company visits and participating in board discussions and maintain ongoing engagement with portfolio company leadership.


3. Stakeholder Management & Strategic Support
- Engage with internal stakeholders, senior management, and external advisors across the deal lifecycle  
- Support fundraising and investor reporting activities, as required  
- Assist in exit planning, including preparation of marketing materials and interaction with potential buyers  

 

Key Skills & Qualifications
- Strong financial modelling and valuation expertise  
- Solid understanding of private equity deal lifecycle and investment frameworks  
- Ability to synthesize complex information into clear investment insights  
- Strong analytical, communication, and presentation skills  
- High attention to detail with a proactive, ownership-driven mindset  
 

Preferred Background
- Experience in Private Equity, Investment Banking, Transaction Advisory, or Consulting  
- CA / CFA / MBA from a reputed institution preferred  

Click on Apply to know more.

Skills

banking
business performance
KPI
operational improvements
portfolio management