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Job Description
Roles And Responsibilities
- Managing a team of Analysts and their deliverables to clients
- Auditing and problem solving of complex and dynamic financial models
- Checking equity trading and precedent transaction comparable analysis and other analytics for supporting valuation of a company, conducting cash-flow analysis of company, capital structure analysis
- Conducting company, industry and market research for various purposes such as competitor bench-marking, industry landscape analysis, market size analysis, etc.
- Preparing client pitch books and marketing materials for business development purposes
- Preparing investor presentations, investment committee memorandum and information memorandum
- Demonstrated proficiency in corporate credit analysis, financial modelling, corporate finance and accounting
- Strong written and verbal communication skills
- Ability to work with junior analysts and external clients
- Good organizational skills, with the ability to prioritize and manage time effectively, sufficiently motivated to be able to take ownership and plan / deliver their work
- Ability to deal with high volumes of work, sometimes in complex situations and to work in an international environment and across cultures
- Strong analytical skills and attention to details
Qualifications: Bachelors/ MBA in Finance/ CA
Experience: 3 to 5 years of relevant finance experience
Skills
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About Company
We operate as a seamless extension of clients’ investment and finance teams, delivering research & analysis, financial modeling, due diligence, valuation, accounting, investor marketing collateral, and transaction support through dedicated, high-performance teams and consistent points of contact. Our clients achieve the highest quality outcomes with faster turnaround for their most critical priorities, while scaling flexibly with us.
The 120+ person Tristone team has supported over 125 clients in 10+ countries who have collectively managed over $100B in AUM across a range of asset classes and investment activities. Our client list comprises:
• Investment funds, including private equity, venture capital, private credit, debt, and hedge funds
• Investment advisors, including family offices, financial advisors, and wealth managers
• Investment banks and other financial advisors
• Corporates
At Tristone, we particularly emphasize hiring quality talent, training them with a depth and rigor that few firms can match, and cultivating a culture in which they achieve personal and professional growth through a mix of challenge and support.
By combining the judgment of trained and experienced professionals with the speed, flexibility, and scale of a modern, globally available delivery model, Tristone helps firms and their leaders reclaim their time, sharpen their edge, and scale their impact. Whether it’s preparing an investment memo, conducting fund manager due diligence, building a financial model, benchmarking a portfolio’s performance, or other deliverables critical to an investment decision, our deal teams deliver with precision, speed, and reliability, allowing our clients to focus on what they do best.
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