The Role
Conduct financial analysis, valuation and comparable company analyses, credit and cash flow assessments, and company, industry, and market research. Build three-statement financial models and support management presentations, information memorandums, and business plans. The role requires strong accounting knowledge, financial statement analysis, Excel and PowerPoint proficiency, research ability, communication skills, and attention to detail.
Summary Generated by Built In
Roles and responsibilities-
- Conducting financial analysis and preparing detailed financial models
- Preparing equity trading and precedent transaction comparable analysis and other analytics for supporting valuation of a company
- Conducting credit and cash flow analysis of company
- Conducting company, industry and market research for various purposes such as competitor bench-marking, etc.
- Assisting in preparing management or investment presentations, information memorandums and business plans.
Requirements-
- Strong knowledge in accounting with ability to analyze financial statements and annual reports
- Basic knowledge of corporate finance
- Demonstrated proficiency in using excel and making PowerPoint presentations
- Ability to prepare a three statement financial model is an important prerequisite
- Ability to conduct secondary research
- A team player with excellent communication skills
- Strong analytical skills and detail-oriented
- Complying with IT policies and procedures
- Maintaining security of information always
Qualification-
- Bachelors/Master's degree in Finance
- Preferably CFA level 1 or CA cleared
Experience-
- 0 to 1 year of relevant experience
Skills Required
- Bachelor's or Master's degree in Finance
- Strong knowledge of accounting and ability to analyze financial statements and annual reports
- Basic knowledge of corporate finance
- Proficiency in Microsoft Excel and PowerPoint
- Ability to prepare a three-statement financial model
- Ability to conduct secondary research
- Excellent communication and teamwork skills
- Strong analytical skills and attention to detail
- CFA Level 1 or Chartered Accountant qualification
- 0 to 1 year of relevant experience
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The Company
What We Do
Tristone Strategic Partners LLP is a Mumbai-based financial advisory and business support firm serving financial institutions, investment funds, corporates, and other finance professionals. It provides research and analytics teams for investment, M&A, fundraising, portfolio management, corporate development, FP&A, and accounting workflows, alongside financial modeling, due diligence, and investment research. Its mission is to deliver trusted, unbiased insights to the investment community worldwide.
