Job Title:  Assistant Manager | Corporate Finance (Financial Services)| Mumbai | Corporate Finance ICC

Your potential, unleashed.

India’s impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realise your potential amongst cutting edge leaders, and organisations shaping the future of the region, and indeed, the world beyond.

At Deloitte, your whole self to work, every day. Combine that with our drive to propel with purpose and you have the perfect playground to collaborate, innovate, grow, and make an impact that matters.

The Team

FA-ICC CFA team provides advisory & research support services to Deloitte members firms across diverse nature of the business development and engagements. We work as an extension of our Deloitte member firms’ CFA practices and provide dedicated offshore client support throughout the M&A lifecycle. Working on international assignments involving cross-border and cross-service line teams allows you to build your networks across the vast Global Deloitte network and develop understanding of the global CFA standards.

Our core service offerings include company analysis, industry research, identifying potential buyer/targets, company profiles, relative valuation, client talking points, pitch material and proposal, marketing material (IM’s, teasers, etc.), newsletter/dashboards, etc.

Your Work Profile

A career within FA-ICC Financial Services Insights Team practice will provide a wide & valuable experience in an exciting and dynamic working & learning environment. The role will position you to support on all aspects of banking strategy, including:

1. Data gathering and data assembly on a regular basis.
1. Regular updates of Balance Sheet and Profit & Loss (P&L) data from selected banks in Switzerland as part of the Swiss banking benchmark data pool.
2. Collection of numbers and insights based on annual reports and financial statements.
3. Calculating Key Performance Indicators (KPIs) based on KPI type, KPI variation, etc.  
4. Building graphs and charts.

2. Support on technical database updates / PowerBI dashboards on a regular basis.

3. Support on Organizational and FTE Benchmarks on a regular basis.

4. Preparation and creation of slides based on content provided or shared by clients on an ad-hoc basis.
5. Support in creating slides for RfPs, client meetings, market eminence on an ad-hoc basis.
6. Drafting of strategy discussion documents for client engagements on an ad-hoc basis.
7. Work directly with the project teams in Switzerland regularly.

Desired Qualifications

• Background in the banking and the wider financial services sector
• Strong academic qualification (CA, CFA, CPA, Masters in Finance/Management/Economics); MBA from an accredited college/university preferred)
• Prior transaction related experience in a corporate finance environment (analyst or internship) from a captive wall street, boutique or middle-market investment bank with a track record of academic and professional success

Skills Required

• In order to be considered for this role, your competencies will cover the broad scope of CFA services, leveraging your professional background and skills such as:
• Strong understanding of banking financial statements, valuations, multiples, ratios, etc.
• Experienced in writing transaction support documents including Information Memorandums, Pitchbook, Management presentations, teasers, etc.
• Ability to understand the dynamics of financial services sector, including value chain, strategy and key performance indicators.
• Conversant with all types of secondary research through databases, company filings & reports, industry reports, as well as general research
• Good understanding of financial statements, valuations, multiples, ratios, etc.
• M&A / Transaction deal cycle experience/exposure with working knowledge on valuation methodologies (relative valuation, DCF).
• Experience of using databases such as Bloomberg, Capital IQ, Factset, Factiva, Thomson, etc.
• Strong analytical skills with the ability to analyze and synthesize insights from data.
• Excellent communication skills with expertise in Microsoft office tools Excel, Word and PowerPoint.
• Ability to work independently and as part of a team.

Location and way of working

• Base location: Mumbai
• This profile involves frequent travelling to client location
• Hybrid is our default way of working. Each domain has customised the hybrid approach to their unique needs.

Your role as an Assistant Manager

We expect our people to embrace and live our purpose by challenging themselves to identify issues that are most important for our clients, our people, and for society.

In addition to living our purpose, Assistant Manager across our organization must strive to be:

• Inspiring - Leading with integrity to build inclusion and motivation
• Committed to creating purpose - Creating a sense of vision and purpose
• Agile - Achieving high-quality results through collaboration and Team unity
• Skilled at building diverse capability - Developing diverse capabilities for the future
• Persuasive / Influencing - Persuading and influencing stakeholders
• Collaborating - Partnering to build new solutions
• Delivering value - Showing commercial acumen
• Committed to expanding business - Leveraging new business opportunities
• Analytical Acumen - Leveraging data to recommend impactful approach and solutions through the power of analysis and visualization
• Effective communication – Must be well abled to have well-structured and well-articulated conversations to achieve win-win possibilities
• Engagement Management / Delivery Excellence - Effectively managing engagement(s) to ensure timely and proactive execution as well as course correction for

the success of engagement(s)

• Managing change - Responding to changing environment with resilience
• Managing Quality & Risk - Delivering high quality results and mitigating risks with utmost integrity and precision
• Strategic Thinking & Problem Solving - Applying strategic mindset to solve business issues and complex problems
• Tech Savvy - Leveraging ethical technology practices to deliver high impact for clients and for Deloitte
• Empathetic leadership and inclusivity - creating a safe and thriving environment where everyone's valued for who they are, use empathy to understand others to adapt our behaviours and attitudes to become more inclusive. 

How you’ll grow