Key responsibilities

Help clients to develop results-driven strategies, which include financial spreading and modelling, critical industry or market analyses, competitive benchmarking and opportunity assessments through in-depth research
Develop and maintain financial models and fund models using Anaplan to support investment decision, budgeting and forecasting
Support fund valuation, investor reporting and cash flow modelling using Anaplan
Leverage Anaplans feature for seamless data management and to enhance user experience
Fund performance: Analyze fund level cash flows, distribution, fee structures, and return metrics and valuation of fund assets and liabilities using industry-standard methodologies
Assist in valuation of securities such as equity, debt and convertibles
Perform trading and transaction comparable analyses and financial statements analyses by applying experience in credit research, including debt analysis, covenant monitoring, cash flow conversion, capital structure, etc.
Interact with senior professionals at private equity firms and corporations
Conduct quality checks of client deliverables
Other activities include structuring deliverables/teams and developing efficient processes
Demonstrate strength and experience in client/requester relationship building and management and information/knowledge needs assessment.

Skills and experience

Minimum of 3 years of experience in building financial models and fund models using Anaplan from scratch
4-8 years of experience in quantitative analysis, including financial spreading and modelling, , trading comps, transactions comps, benchmarking, company profiling, capital structure, debt analysis, etc.
Proficient in Microsoft Excel, including advanced formulas, pivot tables, and data visualization tools.
Certified Anaplan Model Builder
Chartered Financial Analyst, Chartered Accountant or Master of Business Administration from a top-tier business school.

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