Investor Relations & M&A Analyst

About the job

• *Investor Relations & M&A Analyst** • *Role Summary** Support the Investor Relations function with highquality analysis, materials, and insights that strengthen market understanding of the business. Combine sharp financial acumen with strategic thinking to assess initiatives (including M&A) and communicate clearly with internal stakeholders. • *Experience & Education** • **Experience:** 04 years in investor relations, equity research, corporate finance, consulting, or related analytical roles. • **Education:** Chartered Accountant (CA) or MBA (Finance/Strategy) from a recognized institution. • *Core Responsibilities** • **Investor materials:** Build and refine earnings decks, fact sheets, FAQs, and IR narratives aligned to strategy and performance. • **Analytical rigor:** Maintain models, dashboards, and KPIs; perform variance, trends, and sensitivity analyses with meticulous accuracy. • **Competitive intelligence:** Track peers and sector dynamics; synthesize implications for positioning and messaging. • **Strategic evaluation:** Assess initiatives (incl. M&A) for strategic fit and value creation; articulate risks, tradeoffs, and recommendations. • **Compliance & process:** Uphold disclosure discipline, data integrity, and IR calendars; coordinate inputs across finance, strategy, and business teams. • *Skills & Tools** • **Financial analysis:** Valuation (DCF, comps), benchmarking, unit economics, scenario/sensitivity modeling. • **Communication:** Crisp writing, strong structuring, and clear visualization for executive and external audiences. • **Detail orientation:** Zero-defect data handling, reconciliation, and source-of-truth maintenance. • **Problem solving:** Translate ambiguous business questions into analyzable frameworks and practical solutions. • **Tools:** Advanced Excel (pivot, lookup/index, nested formulas, charts), PowerPoint (storyboarding, executive-ready slides). *Bonus*: Power BI/Tableau, SQL. • *Knowledge Areas** • **Investor relations essentials:** Capital markets mechanics, disclosures, earnings processes, and stakeholder expectations. • **M&A basics:** Deal lifecycle (sourcing diligence valuation integration), synergy logic, value drivers, and key risks. • **Sector & macro:** Industry trends, regulatory landscape, and macro indicators affecting guidance and sentiment. • *Behavioral Competencies** • **Integrity & ethics:** Uncompromising honesty, confidentiality, and adherence to governance standards. • **Ownership & urgency:** Bias for action, reliable delivery under tight timelines, proactive issue-spotting. • **Judgment & acumen:** Balanced, evidence-based recommendations; ability to think 'good or bad for the organization'. • **Collaboration:** Constructive cross-functional partnering; respectful challenge and solution orientation. • *Candidate Indicators* (for reference, if available)* • *High-quality, error-free IR materials consistently delivered on schedule.* • *Clear competitive insights informing positioning and Q&A prep.* • *Robust models and dashboards adopted as reference by finance/leadership.* • *Thoughtful strategic assessments on key initiatives, including M&A.* • *Recognitions, if any, from current / previous employers demonstrating key capabilities.*

Requirements

• Financial Analysis
• Strategic Thinking
• Communication

Qualifications

• Chartered Accountant (CA) or MBA (Finance/Strategy)

Preferred Technologies

• Financial Analysis
• Strategic Thinking
• Communication

About the company

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