Job Description

SG Analytics (SGA), a Straive company, is a leading global data and AI consulting firm delivering solutions across AI, Data, Technology, and Research. With deep expertise in BFSI, Capital Markets, TMT (Technology, Media & Telecom), and other emerging industries, SGA empowers clients with Ins(AI)ghts for Business Success through data-driven transformation. A Great Place to Work® certified company, SGA has a team of over 1,600 professionals across the U.S.A, U.K, Switzerland, Poland, and India. Recognized by Gartner, Everest Group, ISG, and featured in the Deloitte Technology Fast 50 India 2024 and Financial Times & Statista APAC 2025 High Growth Companies, SGA delivers lasting impact at the intersection of data and innovation. 

Purpose: SGA is rapidly expanding its PE business and seeks a highly skilled manager to manage client onboarding, relationship building, team management, driving process efficiencies and strong quality oversight. The ideal candidate should i) possess strong financial modelling skills, ii) In-depth understanding of PE life cycle, fund structures and has knowledge of PE transactions and key products, such detailed IC memos, thematic research, KPI analysis (financial and operational), etc. iii) demonstrated ability to create solutions for unstructured requests, iv) excel in independent review and quality check of clients’ projects, and v) able to drive client governance calls, manage escalations, identify and convert deeper engagement opportunities with the clients. This role also requires effective collaboration with internal stakeholders to ensure seamless delivery and drive successful project outcomes.

Roles & Responsibilities: • Analysing company documents to create information memorandums, competitive landscape, sector reports, financial benchmarking, evaluation of term sheets and trading and transaction comps • Identifying and profiling potential targets/buyers for sponsor led deals • Working on Financial Models and assumptions validation, DCF, LBO, fund modelling, sensitivity analysis, quality of earnings analysis • Maintaining portfolio operating models, and performing periodic portfolio valuations • Performing secondary research through the web and available databases to prepare investment thesis and memorandums • Comprehend client objectives in detail by front facing conversations. Build confidence and create a strong impression in new prospects’ minds • Be responsible for quality check and client delivery. Develop solid relationships with existing clients to ensure maximum client retention and client delight • Participate in process improvement initiatives to enhance the efficiency and effectiveness of projects • Proactively uncover growth opportunities through frequent client engagements, aligning with their shifting priorities and fostering long-term partnerships • Managing a team of 10 -12 Analysts/Sr. Analysts and 3-4 Associates

Requirements: • At least 6 years of experience of working with or servicing Private Equity clients • In-depth understanding of PE life cycle, fund structures and has knowledge of PE transactions and key products such financial models, detailed IC memos, thematic research, KPI analysis (financial and operational), etc. • Strong proficiency in DCF and LBO models, and valuation techniques and can manage unstructured and open-ended requests • Knowledge of databases such as Bloomberg, CapIQ, Pitchbook, Reuters, FactSet, Source Scrub and Merger market • Excellent analytical and presentation skills and attention to detail • Conduct on the job and off the job trainings for the team members • Excellent stakeholder management skills (internal and external)