Lead - Research

Company Description

Sutherland is seeking an attentive and analytical person to join us as Lead in Investment Banking Research team to be responsible for providing highly customized investment research support to some of the top Investment Banking and Financial Due Diligence clients in the Sutherland Research practice.

About the team: https://www.sutherlandglobal.com/transformation/sutherland-labs/market-intelligence-and-research

Job Description

Responsibilities:

• Analyse financial statements of public and private companies in the US
• Support client team conducting Inventory appraisals  
• Work involves setting up detailed exhibits/schedules for (includes and not limited to the below)
  • Perpetual inventory ledger/SKU files
  • Historical sales and profit reporting by SKU and category
  • Operating expense files
  • Borrowing base files
• Analyse company data/financial statements to identify trends
• Verify and validate accuracy of data from financial statements
• Ability to interpret, analyse and summarize complex data
• Possess excellent written and oral communication skills
• Should be able to explain work done to the supervisor and reasons for adjustments made to the workings
• Should be well versed with MS Excel, swift in using formulae and functions used in setting financial statements and/or templates for the same
• Work professionally and coherently with a diverse group of associates, managers, and subject matter experts

Qualifications

To succeed in this position, you must:

• Be a post-graduate in Finance or Accounts or a CA/CMA/ICWA  
• Be a graduate in Commerce/Accounting/Taxation/Banking & Finance
• Have at 1-2 years of prior experience in Accounting or Inventory Analysis or equivalent
• Be efficient in Microsoft Office products, especially MS Excel
• Be able to work in a fast-paced environment
• Have strong analytical skills; be able to interpret data, identify trends, and build financial statements
• Be pro-active in developing trust and professional rapport with employees and team members; work as a team-player
• Have strong verbal and written communication skills; be able to communicate in a clear, constructive, and professional manner

Additional Information

Shift Details:

• Production period: 12pm to 9pm (hybrid)
• Training period (1 month): 12pm to 9pm (hybrid but could involve 4 days working from office – WFO) due to overlap required with client’s time zone 
• Working days: Monday to Friday
• Hybrid Working: 3 days in office and 2 days WAH (work-at-home - Mumbai). This will change as per client and changing business requirements.
• No planned leaves for first three months to ensure proper learning and development.

Experience Level

Senior Level