- Independently lead and execute detailed financial research, including benchmarking analysis, industry studies, and company profiling, to support valuation and strategic deliverables.
- Source, extract, structure, and validate data from multiple databases and research platforms, ensuring accuracy, completeness, and reliability.
- Translate business objectives and stakeholder requirements into structured analytical frameworks, delivering actionable insights with minimal supervision.
- Synthesize complex financial and qualitative information into clear, concise, and client-ready presentations, reports, and deliverables.
- Interpret and simplify complex financial concepts to develop high-quality valuation summaries, dashboards, and executive-level materials.
- Apply advanced valuation methodologies, including trading comparables, Discounted Cash Flow (DCF), Leveraged Buyout (LBO), and merger modeling, ensuring robust and accurate outputs.
- Build, review, and validate financial models with a consultative approach, ensuring sound assumptions, logical consistency, and defensible valuation conclusions.
- Perform rigorous quality reviews of models, analyses, and presentations, ensuring adherence to best practices and consistency with valuation standards.
- Develop client-ready materials such as valuation decks, benchmarking analyses, and industry insights with strong ownership and accountability.
- Collaborate with stakeholders while independently managing deliverables, proactively identifying opportunities for process improvement and efficiency.
- Monitor and evaluate sector-specific trends, macroeconomic indicators, and market developments relevant to valuation engagements.
- Review financial models and reports with a strong focus on the validity of assumptions, methodological rigor, and overall valuation rationale.
Primary Internal Interactions
Overall operations team
Primary External Interactions
Expected to support day‑to‑day team operations, cultivate strong client relationships, engage in meaningful relationship‑building activities, and proactively identify opportunities for business growth.
Qualifications
Postgraduate in Finance, MBA, CFA Level 1, Financial Modelling
Skills Required
- Postgraduate degree in Finance
- MBA
- CFA Level 1
- Financial modelling expertise (building, reviewing, validating models)
- Advanced valuation methodologies (DCF, LBO, trading comparables, merger modeling)
- Ability to source, extract, structure, and validate data from research databases and platforms
- Ability to synthesize complex financial information into client-ready presentations and reports
- Strong quality review skills and adherence to valuation best practices
What We Do
Choosing a digital partner is about more than capabilities — it’s about collaboration and character. Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments. At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations. Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale. Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact. We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition. At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward. For more information, visit www.exlservice.com.
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