Rubyworks - Analyst - Investment Banking & Financial Research

Job Title: Analyst - Financial Research
Location: Pune
Position Overview
We are seeking an Analyst - Investment Baning & financial research to join our team. This role is ideal for professionals with 1+ years of experience in financial analysis, valuation, and investment research. As an analyst, you will take greater ownership of financial projects, manage complex deliverables, and engage directly with clients and senior stakeholders. You will also play a key role in enhancing internal processes, and driving analytical excellence within the team.
Key Responsibilities
- Prepare and refine high-impact pitch decks, investor presentations, information memorandums, and due diligence reports
- Lead financial modelling, valuation analysis, and investment research with a focus on accuracy and actionable insights
- Perform and oversee DCF, comparable company, precedent transactions, and SOTP-based valuations
- Contribute actively to M&A, fundraising, and capital markets transactions, supporting deal structuring and execution
- Conduct in-depth industry and market research, identifying trends, risks, and investment opportunities
- Collaborate directly with clients, investment bankers, and senior stakeholders, presenting financial insights and strategic recommendations
- Take ownership of workflow management, ensuring timely and efficient delivery of client projects and financial outputs
- Partner with cross-functional teams to optimize research methodologies and analytical frameworks
- Support the development of best practices and elevate internal financial reporting standards

Qualifications
- CA, MBA in Finance or CFA Level 2/3, with relevant experience in financial analysis, valuation, and transaction support
- Proficiency in MS Excel, PowerPoint, and Word; familiarity with platforms like CapIQ, FactSet, and Mergermarket is a plus
- Excellent analytical and problem-solving skills, with a keen eye for detail in reporting and forecasting
- Strong communication and presentation abilities, with comfort in engaging senior stakeholders and external clients
- Proven ability to manage multiple deliverables, take initiative, and lead key financial outputs
- Demonstrated leadership and mentorship mindset, supporting the development of junior team members
- Ability to thrive in a fast-paced, high-performance environment, handling complex financial tasks with precision