284 Cfa jobs in Delhi

EPIC Investment Partners

About Us

EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.

EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the heart of everything we do. We understand the commercial drivers of success and how to support them by allocating capital actively and appropriately. We put our clients first at all times.

Our integrated approach supports corporates, entrepreneurs, and investors by providing access to capital, advice, and administration services across our four divisions:

• Capital : patient and flexible private capital encompassing early-stage investing, private equity and SPACs. £1300 million assets under management (“AuM”).

• Markets : fund management platform with £50 million AuM across Equities, Fixed Income, Multi Asset and Managed Futures strategies.

• Administration : full-service outsourced administration platform encompassing Fund Services, Corporate Services and Legal Advertising and Public Notice services. £3 illion assets under administration.

• Advisory : discrete and independent advice to corporates, families and institutions on large and small transactions ranging from £2 million to billion in value.

We believe in the enduring tradition of providing independent and discrete finance and counsel to businesses and the people who create them.

This is augmented by a future facing mindset embracing technology and innovation to offer our clients an intelligent and dynamic merchant banking model for the twenty-first century.

We are a client-centred, collegiate team for whom intellectual integrity and honest, considered decision making are the guiding principles.

Our Values

Our Values are at the heart of our activities and are designed to give our clients the same experience across all divisions, products, and locations.

• Clients First : we place clients first and commit to delivering excellent service and outcomes across all our activities. We are calm and focused under pressure, balancing long term outcomes with short term needs and seek to deliver on commitments with a sense of urgency.

• Intellectual Integrity : intellectual integrity is our true north and forms the nexus of our Values and Investment Principles. Our intellectual integrity means that EPIC is continually searching for the best talent, ideas, and opportunities for our clients. This has allowed EPIC to become a home for people, teams, and organisations who both share and help shape its world view

• Collegiate : our teams are collegiate, with co-operation and collaboration central to our approach. We seek to foster collaboration across our divisions, to unlocking the opportunities of the interconnections across our broad platform.

Role Profile: Financial Analyst – Transaction Team.

EPIC Investment Partners (“EPIC”) is looking for an enthusiastic and motivated Financial Analyst to join its India team within its private equity and corporate finance business lines. EPIC is a privately-owned, fast growing investment firm with aggregate assets under management of .£1 billion. IC invests in private equity opportunities with a target size of up to 0 million and advices on corporate finance transactions with a target size of 0 million to billion. Successful candidates would have the opportunity to work on a large range of different corporate finance transactions, with direct participation and responsibility as part of the wider project teams. EPIC is based in London with a growing team in Noida. The role is based in the Noida office, which also serves as the offices of a sister organization, EPIC Administration (this role is not within EPIC Administration and is related to corporate finance rather than fund administration/accounting). Members of the team have previously visited London to work directly with the London team members.

The Role

EPIC is unique in offering cross-disciplinary work experience to employees by providing them with significant experience of deal origination, execution, and client interaction across private equity, corporate finance, and fund placement transactions. EPIC’s highly entrepreneurial culture provides an open, stimulating, and challenging work environment in which individuals can develop a wide variety of different skill sets and transactional experience.

Responsibilities

Responsibilities will include:

• Supporting the origination of investment opportunities, corporate finance and fund placement mandates.
• Assisting in the preparation of marketing materials.
• Analysing markets and assessing selected sectors and companies.
• Building financial models.
• Performing valuation analyses, including comparable transactions and publicly trading companies.
• Identifying potential investors and buyers.
• The position includes on-the-job and regular team training sessions, with a focus on personal and team development. Candidate Profile
• Self-motivated and diligent in approach, with an interest in building a career in corporate finance.
• Outstanding communication skills are required, in particular in written material.
• Proven ability to establish effective relationships and work well within a team (working remotely or working directly with international teams is desirable).
• Analytical, combining both quantitative and qualitative skills.
• Proven experience in the creation of company profiles, trading, and transaction comparable valuation analyses.

Skills and Experience

• Strong academic credentials from a top-tier university.
• Strong mathematical background, practical experience of corporate finance valuation techniques.
• Minimum 1.5-3 Years of prior experience in investment banking, corporate finance, investment management or transaction accounting.
• Track record of personal responsibility, in particular working in a project-based environment with tight deadlines and of delivering
• to client expectations.
• Advanced Microsoft Office skills, in particular PowerPoint and Excel.
• Practical knowledge of FactSet, Capital IQ, Bloomberg or equivalent databases.
• Relevant professional certifications or qualifications (e.g. CFA above Level 2) will support the application.

Characteristics

• Focused on internal and external client needs, delivering on commitments with a sense of urgency
• Displays intellectual integrity, commerciality, and sound judgement
• Collegiate and a clear communicator, building positive working relationships with energy.

Location / Hours • Noida. • Shift timings: 13:30 to 22:00 / 11:30 to 20:00 on a (Weekly rotating basis).

• Prepare and analyze monthly, quarterly, and annual financial reports, including variance analysis and trend identification.
• Develop and maintain financial models to support forecasting, budgeting, and long-term strategic planning.
• Conduct in-depth analysis of financial performance, identifying key drivers and potential risks or opportunities.
• Assist in the preparation of budgets and forecasts, working closely with various department heads.
• Monitor key financial performance indicators (KPIs) and provide regular updates to senior management.
• Perform ad-hoc financial analysis to support business initiatives and investment decisions.
• Ensure compliance with all relevant accounting principles and regulatory requirements.
• Collaborate with accounting teams to ensure accuracy and completeness of financial data.
• Contribute to process improvements within the finance department to enhance efficiency and data integrity.
• Support internal and external audits by providing necessary financial documentation and explanations.

• Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or professional certification (e.g., CFA, CPA) is a plus.
• 3-5 years of relevant experience in financial analysis, corporate finance, or a similar role.
• Proficiency in financial modeling and advanced Excel skills (e.g., pivot tables, VLOOKUP, complex formulas).
• Experience with financial planning and analysis (FP&A) software or ERP systems (e.g., SAP, Oracle).
• Strong understanding of accounting principles and financial reporting standards.
• Excellent analytical, quantitative, and problem-solving skills.
• Ability to work independently and as part of a team, with strong attention to detail.
• Effective written and verbal communication skills.
• Proactive attitude and eagerness to take on new challenges.

• Conduct comprehensive financial analysis and forecasting.
• Develop and maintain financial models.
• Prepare detailed financial reports and presentations.
• Assist in the budgeting and planning process.
• Monitor financial performance and identify variances.
• Evaluate the financial impact of business decisions.
• Provide financial insights and recommendations to management.
• Support strategic initiatives with financial data and analysis.
• Ensure accuracy and integrity of financial data.
• Collaborate with cross-functional teams on financial matters.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 2-4 years of experience in financial analysis or a similar role.
• Strong proficiency in Microsoft Excel, including advanced formulas, pivot tables, and macros.
• Experience with financial modeling and data analysis tools.
• Excellent understanding of financial principles and accounting concepts.
• Strong analytical and problem-solving skills.
• Effective communication and presentation skills.
• Ability to work independently and as part of a team.
• Detail-oriented and highly organized.

We're looking for world-class front-office Financial Analysts to join our mission at Arcana—a next-generation portfolio intelligence company powering hedge funds, and asset managers. This role isn't your typical modeling-and-memos analyst gig. Our analysts work hand-in-hand with product, engineering, and data science to build the future of institutional-grade finance software. Work experience in buy-side financial institutions or top-tier investment banks, and strong Excel skills are a necessity.

If you're passionate about numbers but thrive at the intersection of finance, technology, and quantitative thinking, this is the role for you.

Responsibilities:

• Presentation and analysis of data utilizing charts, tables, and Excel.
• Analyzing financial reports, market, and asset performance to draw useful takeaways in the frame of an investor.
• Interpreting information about yield, price, risk, stability, and other factors that contribute to a financial asset's investment merits.
• Deep understanding of quantitative risk modeling to innovate and improve upon our commercial risk model & portfolio analytics.
• Conducting unit economic and financial analysis.
• Working closely with the data engineering and data science team to interpret, check, and source relevant metrics and data.

Requirements:

• Top-tier pedigree: Bachelor's or Master's degree with honors (8.0+ GPA mandatory). Ideally from an IIT/IIM/top global university. MBA/CFA/FRM is a strong plus.
• 2+ years of experience in a front-office financial role (typically, Investment Banking, or Investment Due Diligence).
• Must have strong communication skills (verbal and written).
• Methodical, concise, and accurate work style, with strong attention to detail and deadlines.
• Able to quickly learn and apply technical understanding to solve problems.
• An aptitude and interest in quantitative risk management, information technology, and the latest trends.
• Conscientious and focused on objectives with an attitude, and with written and verbal communication.
• Sound experience in data analysis, validation, and presentation of results (MS Excel).

Preferred locations: Remote, Bangalore, Mumbai, Delhi, or Coimbatore are a plus.