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EXL

Senior Executive

Posted 3 days ago
2-5 years experience
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AI Summary

The role involves independently leading financial research, valuation modeling, and the creation of client-ready presentations and reports. You will be responsible for validating complex data, ensuring methodological rigor, and providing actionable insights to support strategic deliverables.

  • 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.

Responsibilities

Same as above

Qualifications

  • Postgraduate in Finance / MBA / CFA (or pursuing)
  • 2-3 years of experience in valuation, financial research, or investment banking
  • Strong understanding of accounting and finance principles
  • Advanced proficiency in Excel (including complex formulas, macros, and data visualization)
  • Ability to work with short deadlines with strong communication skills
  • Strong quantitative and analytical skills
  • Strong work ethics, detailed orientation and a passion for excellence 

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