3,706 Investment Analysis jobs in India

Job role and Responsibility:

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Preparing and analyzing the historical financial statements in MS-Excel

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Candidate should have a good understanding of Balance sheet, Profit and loss statement, Cash flow statement and financial ratios to ascertain the financial performance of public and private companies.

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Candidate should able to identify key KPIs, emerging trends, relevant industry updates, competitive environment, associate risks, and relevant valuation metrics to provide an overview and conclude investment thesis on companies under coverage.

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Detailed understanding of financial projections based on financial statements, management briefing, company budget and estimates. This will include normalizing the financial statements, creating various scenarios like management cases, sponsor case, upside and downside case etc.

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Candidate should have a strong understanding of various classes of debt and financing options used by the borrower for the deal. Prepare liquidation-based recovery analysis for various debt pieces using recovery values for each asset type

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Conduct extensive company valuations involving approaches such as DCF, DDM, trading and transaction multiples, and EVA

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Prepare company profiles; analytical reports/decks; earning and flash notes; quarterly updates; coverage, sector, and theme-based reports; newsletters; technology primers, etc.

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Handle ad hoc research requests and support other team members

Qualification:

·

CA/CFA (cleared all 3 levels), with relevant
4– 6 years

of experience in financial modeling, LBO models, DCF/ relative valuations

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Ability to identify and solve issues effectively and within deadlines

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Strong accounting, financial analysis skills
, and English writing skills

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Excellent communication and interpersonal skills

Proficiency in MS Office, especially MS Excel

Selection Procedure -
Written test, followed by 2 rounds of interview

Compensation -
As per industry standards.

Location –
Wakad, Pune

About us

RCK Analytics provides world-class custom equity research, investment research, PE/VE research support, Investment Banking support, analytics, and assurance services to global clients. We work with financial and investment companies, private equity, asset management and hedge funds, investment banks and broking houses, market research firms, consulting firms, and various sector corporates.

The environment at RCK Analytics encourages not only best performance, hard work and commitment but also to have fun and work life balance. We promote an open, transparent and performance-based culture in our organization. We provide regular training and feedback to people to ensure consistent performance, skill-set enhancement and systematic growth.

JOB DESCRIPTION FINANCIAL MODELLER

Role summary:

This role will be responsible for creating and auditing the most complicated financial models in the world. We are open for hiring at various levels from Financial Analyst to Project Manager, people with 1-7 years of relevant experience.

Responsibilities:

Independent thinker capable of meeting tight deadlines and managing excruciatingly complex details. Must be a 9.0+ on a scale of 1-10 with Microsoft Excel. You will work on multiple project finance models in the US renewables space requiring portfolio model construction, each with 10+ assets, multiple debt sizing mechanisms, full three statement financial analysis, and flexible dashboards.

Qualifications:

Post graduate qualification in accounting e.g. MBA (Finance), CA, CPA, M. Com etc.

Excellent excel and analytical skills.

Confidence in building and auditing financial models.

Good knowledge of accounts / prior experience in corporate finance.

JOB DESCRIPTION FINANCIAL MODELLER

Role summary:

This role will be responsible for creating and auditing the most complicated financial models in the world. We are open for hiring at various levels from Financial Analyst to Project Manager, people with 1-7 years of relevant experience.

Responsibilities:

Independent thinker capable of meeting tight deadlines and managing excruciatingly complex details. Must be a 9.0+ on a scale of 1-10 with Microsoft Excel. You will work on multiple project finance models in the US renewables space requiring portfolio model construction, each with 10+ assets, multiple debt sizing mechanisms, full three statement financial analysis, and flexible dashboards.

Qualifications:

Post graduate qualification in accounting e.g. MBA (Finance), CA, CPA, M. Com etc.

Excellent excel and analytical skills.

Confidence in building and auditing financial models.

Good knowledge of accounts / prior experience in corporate finance.

Job Description – Performance Analytics AVP
Who we are looking for:
State Street Performance & Attribution team is looking for an experienced Performance & Attribution Analyst to lead the client relationship activities for highly complex clients, with a specific focus on Asset Managers. Must have a good experience of leading diverse onboarding, implementation and transformation roles in addition to BAU responsibilities. The candidate need to have detailed understandings of Investment Performance Measurement and the ability to deep dive into Attribution Analysis (Equity, Multi Asset and Fixed Income).

Why This Role Is Important To Us
The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities.

What You Will Be Responsible For
As an
AVP in the Performance delivery team
, you will play a pivotal role in leading operations teams as well as driving client experience. You will combine
deep subject matter expertise
with
operational leadership
to drive quality, efficiency, and scalability in our service delivery. Your key responsibilities and expectations will include:

• Own new Client as well as service onboarding including liaising with Product as well as Technology teams
• Good hold of the applications, with a techno functional mindset to solution for evolving client and operational requirements
• Train and lead with expertise on the performance domain, including attribution modelling for fixed income and multi asset class portfolios as well as GIPS compliance standards
• Engage with internal as well as external stakeholders to influence positive outcomes for the client
• Lead from the front through engagement with client as well as client service personnel to deliver on change management solutions
• Drive a proactive 'Risk Excellence' culture within the business, by conducting business risk control self assessments on time and ensuring adequate risk mitigation measures in place
• Responsible for day to day operation, service delivery and maintain KPIs
• Provide SME support to the team towards tangible outcomes
• Strong understanding of the investment decision making process of the client, and actively participate in providing apt solutions to client needs
• Must be able to independently "troubleshoot" functional and quantitative issues to ensure high quality report production.
• Collaborate with multiple departments across the firm to achieve firm wide goal of client objectives
• Strong communication (written & verbal), interpersonal, organizational, analytical/detail oriented and time management skills

• Willingness to work through flexible shifts, especially for issue/escalation management, as may be needed.

• Team Management & Oversight

• Guide, train, and coach the team

• Contribute in effective backup planning and resource allocation to reduce dependency and help make the team self sufficient
• Provide regular feedback and support individual development goals and team performance.
• Result-oriented with an ownership and accountability mindset
• Commercial acumen - Understanding of cost/budgets and lead as well as drive this for the business
• Drive pay for performance and culture of performance differentiation
• Taking accountability of end-to-end outcomes as an enterprise, collaborating across functions/business and locations
• Executive presence, managing with influence and effective communication across stakeholder groups both regionally and globally
• Embed risk excellence culture across the teams
• Encourage and drive a culture of change and ideation

What We Value
These skills will help you succeed in this role

• Proven subject matter expertise
• Having worked in the investment management and performance reporting domain
• Ability to think critically, simplify complexity, and drive process transformation
• Strong client-centric mindset with the ability to enhance client interactions and service quality.
• Excellent written and verbal communication, interpersonal, and collaboration skills.
• Advanced analytical abilities and proficiency in Microsoft Excel.
• Strong organizational and time management skills; detail-oriented and deadline-driven.
• Managing large scale, multi-location projects

Education & Preferred Qualifications

• Minimum of 11 years of experience in Fund Administration or related investment performance roles.
• Good techno functional expertise
• Good understanding of Cloud Data Warehouse Platforms and SQL query language; Strong technical skills in the area of MS Excel, Data visualization tools
• Post graduate /professionally qualified in the area of finance
• CFA or CIPM preferred
• Strong knowledge of investment management industry, Performance measurement methodologies and platforms essential
• Strong knowledge of asset valuations, including complex structured products

About State Street
What we do.
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow.
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Job ID: R-

Engagement of Consultant – Financial Modeling & Project Cash Flow (EPC Solar + BESS Projects)

1. Introduction

GNE Infra
is engaged in developing utility-scale Solar PV and Battery Energy Storage System (BESS) projects under an EPC model. To support our commercial roadmap, investment strategy, and financing discussions, we are seeking proposals from qualified individual / consultants to develop Excel-based financial models and project cash flow projections.

1. Scope of Work

The selected consultant shall:

1.   Develop a comprehensive Excel-based financial model covering revenue, CAPEX, OPEX, financing, taxation, and regulatory aspects.

2.   Prepare long-term cash flow projections (5–10 years) aligned with EPC schedules, COD, ramp up, and degradation factors.

3.   Conduct scenario & sensitivity analysis (CAPEX, tariff, interest, delays, degradation, etc.).

4.   Deliver investor-ready outputs: dashboards, executive summaries, and presentation packs.

5.   Provide a guidance note and basic training for internal teams on updating/using the model.

1. Deliverables

2. Excel-based master financial model.

3. Project cash flow statements (base, upside, downside scenarios).

4. Sensitivity & scenario analysis report.

5. Executive summary & investor presentation pack.

6. Consultant Qualifications

7. Minimum 7–10 years' experience in financial modeling for infrastructure/renewable projects.

8. Prior experience in Solar + BESS projects is mandatory.

9. Strong expertise in Excel (advanced modeling, macros, VBA preferred).

10. Understanding of EPC contract structures, project finance, and Indian regulatory environment.

11. Proven track record with EPC developers, IPPs, lenders, or financial advisors.

12. Proposal Submission Requirements

Interested individual / consultants are requested to submit proposals including:

1. Company/Individual profile (experience, team structure, relevant assignments).

2. Understanding of scope and proposed methodology.

3. Deliverables & timelines (with milestones).

4. Commercial proposal (professional fees, payment terms, applicable taxes).

5. References of similar assignments completed (Solar/BESS projects preferred).

6. Confidentiality

All information shared by GNE Infra and output generated by the consultant shall remain confidential and the exclusive property of the company.

**About Us**:

ANKR Consulting is a leading advisory firm specializing in financial services across Virtual CFO, accounting outsourcing, GST, staff secondment, and audit support. We pride ourselves on providing real-time insights and solutions to help our clients succeed.

**Role Overview**:

We are looking for an experienced Financial Modeling Analyst to join our team. The ideal candidate will play a crucial role in building, updating, and analyzing financial models, and providing insightful financial forecasts to aid strategic decision-making.

**Key Responsibilities**:

• Develop comprehensive financial models to support decision-making for various business scenarios.

• Conduct financial analysis, including profitability, cash flow, and scenario analyses.

• Create and manage financial forecasting tools, dashboards, and KPI reports.

• Collaborate with cross-functional teams to collect and analyze financial and operational data.

• Support in preparing presentations and financial projections for clients, investors, and senior management.

• Stay updated on industry trends and regulatory changes impacting financial modeling and analysis.

**Qualifications**:

• Bachelors degree in Finance, Accounting, Economics, or a related field. A CFA, CA, or MBA is preferred.

• 2-5 years of experience in financial modeling, with a strong understanding of accounting principles.

• Advanced proficiency in Microsoft Excel, with a solid understanding of complex formulas and functions.

• Knowledge of financial databases and software (e.g., Bloomberg, FactSet) is a plus.

• Exceptional analytical and problem-solving skills with attention to detail.

• Strong communication skills, with the ability to explain complex financial concepts to non-finance stakeholders.

• Ability to work in a fast-paced environment and manage multiple priorities.

**What We Offer**:

• Opportunity to work with a skilled team in a fast-growing consulting firm.

• Exposure to diverse industries and high-impact projects.

• Competitive salary and performance-based bonuses.

• Career development opportunities with access to continued learning and certifications.

Essar Projects is part of the infrastructure portfolio of Essar Global Fund Limited (EGFL). It offers unique collaborative end-to-end project development and delivery models for major projects. Essar Projects has over five decades experience of executing mega scale projects in varied industry segments, like Energy, Minerals & Metals, Offshore and Infrastructure. Its footprint spreads across India, Middle East, Europe, Americas and the challenging geographies of Africa and Australasia.

Essar Constructions India Limited (ECIL) is the Indian arm of Essar Projects, which focusses on India and the Sub-continent. It also has a multidisciplinary skilled and experienced Engineering & PMC division which provides a comprehensive array of value added technical engineering services, in a structured manner, across diverse sectors. It is fully geared to service global clients by providing end-to-end engineering solutions from feasibility studies and scope documents to design conceptualization, FEED, detailed design, PMC, field engineering, commissioning and start up assistance and also debottlenecking for efficient plant operations.

We are looking for qualified and experienced professional in Finance function at Essar Constructions India Ltd, Mumbai

Job Purpose:

The role involves preparing and analyzing financial MIS reports, building and maintaining financial models, and providing insights to support strategic and operational decision-making. The executive will collaborate with finance, business, and senior management to ensure accurate reporting, forecasting, and performance analysis.

Key Responsibilities:

1.Financial MIS & Reporting

• Collect, consolidate, and analyze financial and operational data from multiple business units.
• Prepare periodic MIS reports (weekly, monthly, quarterly) including P&L, balance sheet, cash flow, and variance analysis.
• Present financial insights, KPIs, and dashboards to management for decision-making.
• Ensure data accuracy and timely reporting in alignment with company standards.
• Support automation and process improvements in MIS reporting systems.

2.Financial Modeling & Analysis

• Build, maintain, and update financial models to support budgeting, forecasting, and strategic planning.
• Conduct scenario analysis, sensitivity analysis, and business valuation models.
• Assist in evaluating new projects, investments, and business proposals with detailed financial feasibility studies.
• Provide insights on cost optimization, profitability improvement, and risk assessment.

3.Budgeting & Forecasting

• Support preparation of annual budgets, rolling forecasts, and long-term financial plans.
• Monitor budget vs. actual performance and highlight variances with actionable insights.
• Work with cross-functional teams to align financial plans with business objectives.

4.Compliance & Audit Support

• Ensure MIS reports comply with internal policies and external audit requirements.
• Provide necessary financial data for statutory, tax, and internal audits.

Education Qualifications:

Bachelor’s degree in Commerce and MBA / CA / CFA preferred.

Experience:

5+ years of relevant experience in MIS reporting, financial planning & analysis (FP&A), or business finance

Exposure to corporate finance, investment analysis, or consulting is an added advantage

Key Skills & Competencies:

• Strong knowledge of financial accounting, MIS reporting, and business finance.
• Advanced proficiency in Excel, Power BI / Tableau, and ERP systems (SAP/Oracle/other).
• Solid expertise in financial modeling, valuation techniques, and forecasting.
• Analytical mindset with ability to interpret financial data into meaningful insights.
• Strong presentation and communication skills.
• Detail-oriented with ability to meet tight deadlines.

Lead & manage teams

Oversee project deliverables & execution

Build detailed financial models (3-statement, DCF, LBO) & conduct valuation analyses

Use CapIQ, PitchBook, FactSet for financial research & benchmarking

Required Candidate profile

5–10 years experience with PE, VC, IB, or Advisory clients

Strong in transaction support & financial modeling

Excellent analytical skills

Proven ability to manage multiple fast-paced projects