Financial Analyst

About Company:

Our Client is a prominent fintech company that provides special company models, custom consensus estimates, and Outsourced analyst services. It operates as a Provider of financial modeling and consensus data for buy-side firms.Provider of financial modeling and consensus data for buy-side firms. It offers pre-built fundamental models with historical data and consensus estimates, enabling efficient financial analysis.

An Ideal Candidate:

The ideal candidate must posses 2+ Years of experience Strong interpersonal, communication and articulation skills, both verbal and non-verbal. Knowledge of Valuations, GAAP/Non-GAAP, M&A concept, etc.Experience in Financial modelling and projections, including experience in building models from scratch in MS excel with ability to understand and formulate business drivers (revenue, cost etc). Proficiency in MS excel, word and power point. Candidate having working experience on different terminals like Bloomberg, FactSet etc will be added advantage

Education: Bachelors degree in engineering or masters degree in business, Finance, Accounting, Economics, or a related quantitative field. Preference given to graduates from premier colleges and CFA Charter holders. MBA-Finance

Experience: 2-4 years of experience in equity research, investment banking, financial consulting, or a related analytical role. Exceptional recent graduates will also be considered

Financial Modeling: Strong proficiency in building and maintaining three-statement financial models in Excel; familiarity with valuation methodologies (DCF, comps, SOTP).

Analytical Mindset: Ability to synthesize large volumes of financial and qualitative data into clear, concise, and actionable insights.

Technology: High comfort level with Excel (advanced), financial data platforms, and an eagerness to adopt AI-native tools and workflows

Communication: Excellent written and verbal communication skills; comfortable presenting to senior investment professionals.

Key Competencies:

• Financial Modeling & Analysis: Build, maintain, and enhance detailed financial models (income statement, balance sheet, cash flow) using InSync's proprietary pre-built model infrastructure and ISTARI platform
• Investment Research & Thesis Development: Work hand-in-hand with portfolio managers and senior analysts at multi-billion-dollar hedge funds to support investment idea generation and thesis construction. Conduct deep-dive fundamental research across sectors, including competitive positioning, industry dynamics, TAM analysis, and unit economics. Monitor and synthesize earnings calls, management commentary, sell-side research, and industry data to maintain a real-time pulse on covered names.
• Data & AI-Driven Workflows
• Client Partnership: Serve as a trusted analytical partner to hedge fund clients, adapting to their investment process and coverage priorities. Deliver timely, high-quality work products including model updates, earnings previews/reviews, and ad hoc analytical projects. Build deep, long-term relationships with client teams and become an integral part of their research workflow.
• Analyzing financial information/statements across various company, sector & sub-industry
• Building and projecting simple/complex financial company models as per standard template or based on client requirement.
• Analyzing and interpreting current and past financial data and making comparative analyses; studying proposed changes in methods and materials.
• Strategic thinking and good presentation skills
• Analyzing and representing results, variances, and trends
• Maintain confidentiality of all official and client information
• Ability to multitask and meet constant client deadlines with responsibility and accountability for quality control and accuracy of deliverables.
• Works collaboratively with the team and be a positive contributor to the firms culture.
• Client responsibilities will include Interacting with client teams related to product and provide solution