Senior Analyst - Investment Origination And Analysis

We are M&G Global Services Private Limited (formerly known as 10FA India Private Limited, and prior to that Prudential Global Services Private Limited). We are a fully owned subsidiary of the M&G group of companies, operating as a Global Capability Centre providing a range of value adding services to the Group since 2003.
Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.
Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.
M&G Global Services has rapidly transformed itself into a powerhouse of capability that is playing an important role in M&Gs ambition to be the best loved and most successful savings and investments company in the world.
Our diversified service offerings extending from Digital Services (Digital Engineering, AI, Advanced Analytics, RPA, and BI & Insights), Business Transformation, Management Consulting & Strategy, Finance, Actuarial, Quants, Research, Information Technology, Customer Service, Risk & Compliance and Audit provide our people with exciting career growth opportunities. Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.
Job Title: Senior Analyst
Function: Asset Management
Sub Function: Investments
Location: Mumbai
Job Purpose
This role offers a dynamic opportunity to contribute to private equity investment decisions within the Impact and Private Equity team. The role involves conducting in-depth financial and market analysis, preparing investment papers, supporting transaction execution, and monitoring portfolio performance.
The ideal candidate will have 2–3 years of experience in growth equity or a related field, with exposure to investment banking or third-party due diligence. Strong financial acumen, communication skills, and a proactive mindset are essential, along with a degree in finance, engineering, statistics, or a related discipline—complemented by a masters or CFA
Responsibilities:

• Investment opportunity analysis
• Support seniors in the team for conducting initial opportunity analysis on private equity transactions to identify the opportunities for investment.
• Help seniors to prepare due diligence questions
  
• Participate in due diligence calls with advisors and management
• Conduct macro-economic research and market research to deliver high quality analysis required for supporting investment decisions
• Conduct financial analysis and prepare financial models of investment opportunities
• Presentation of the analysis
• Help in preparing structure and story of investment papers and write detailed and high quality investment papers to present the analysis
• Write detailed investment papers with clear explanation of the analysis and due diligence performed and the outcomes and recommendations on investment
• Participate in committee discussions
• Investment closing process
• Work with seniors and legal counsel to review the transaction documentation
• Coordinate with business and internal teams for KYC, funding process, completing internal reports for funding which involves working with different teams
• Monitoring of the transaction
• Monitor the performance of investments by preparing regular monitoring reports
• Help seniors in the team to refresh valuation on regular intervals and prepare valuation memos
• Participate in regular discussions with the company to understand performance
  

Key Stakeholder Management
Internal: Work with Assistant Vice President of Impact and Private Equity team in Mumbai to ensure delivery of right and required outcomes
External: Work with Global Catalyst and Impact and Private Equity Team to work with them on various investment opportunities
Knowledge & Skills:

• Strong knowledge of financial concepts, corporate finance and accounting.
• Strong report writing and presentation skills
• Excellent communication and interpersonal skills.
• Proficient with Microsoft excel
• Ability to manage multiple tasks and work under pressure.
• Strong sense of ownership and willingness and drive to take on new challenges.
  

Experience:

• Experience of up to 2-3 years in growth equity investment analysis or a similar role preferably growth equity.
• Experience of working with investment banks and third-party due diligence providers
• Knowledge of various sectors and geographies
  

Educational Qualification:
Bachelors Degree in Finance/Engineering or Statistics
Masters degree in Finance, Economics, Business, or a related field OR CFA
We have a diverse workforce and an inclusive culture at M&G Global Services, regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.