Financial Associate

Tristone Partners is a financial services firm based in Mumbai that provides investments and corporate finance related advisory services to clients such as start-ups, corporates, family offices and investment funds. These clients are located across different geographies.


We are looking to hire Associates that have: (a) atleast two years of prior experience working as a Financial Analyst or (b) have atleast one year of post MBA relevant experience . A suitable candidate would have some prior experience preparing financial models, conducting financial or valuation-related analysis. This is a platform for someone to expand their knowledge and experience working on investment opportunities across the capital structure under the guidance of a senior investment banking professional. Overview of the Role: - Manage a team of Analysts and their deliverables to clients - Audit and problem-solve work on complex and dynamic financial models. - Prepare valuation related analytics such as equity trading comparables, precedent M&A transaction comparables, DCF, etc. - Conduct cashflow and credit analysis of company. - Conduct capital structure analysis. - Conduct company, industry and market research for various purposes such as competitor benchmarking, industry landscape analysis, target market size analysis, etc. - Prepare investor presentations, investment committee memorandum and confidential information memorandum. Qualifications/Skills Requirements: - The candidate should have a Bachelors degree with 2-3 years of relevant work experience or an MBA with 1 year of post MBA relevant finance work experience. (Candidates that have passed CFA Level 2 is a positive) - Demonstrated proficiency in financial modelling, corporate finance and accounting. Candidates with prior equity or credit experience are welcome. - Strong written and verbal communication skills - Ability to work with junior analysts and external clients - Good organizational skills, with the ability to prioritize and manage time effectively, sufficiently motivated to be able to take ownership and plan / deliver their work - Ability to deal with high volumes of work, sometimes in complex situations and to work in an international environment and across cultures - Strong analytical skills and attention to detail This is an opportunity for someone at a mid-level with relevant experience to enhance their profile by working on broader roles. Since this is a boutique firm, your role will be far more interesting than the usual as you get more exposure to the business and more responsibility at an early stage of career.

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