Strategy Analyst

Strategy Analyst


Kotak Mahindra Bank

Strategy team works closely with the Bank and its subsidiaries (Group) to evaluate and execute strategic initiatives including special internal projects, business planning process, M&A, divestitures, equity investments, and other strategic transactions

– Throughout the tenure of the role, the team member will gain exposure to senior leaders and strategic priorities across the Group helping develop an acumen in corporate strategy

– Given the relatively small team size, the team member will be expected to assume significant responsibilities and independently lead small projects, or modules of major projects – from shaping to successful implementation

Job Role

– Collaborating and coordinating with internal stakeholders to make recommendations on a range of business issues

o Develop rigorous, fact based, quantitative analysis to support recommendations

o Performing and synthesizing comprehensive and in-depth company and industry research

– Participating in and leading certain aspects of transaction execution including project management, due diligence and valuation. Work closely with business teams, internal functional experts (legal, tax, accounting etc) and outside advisors to support execution

– Independently developing financial model for merger and acquisition opportunities. Perform detailed financial analysis, develop pro forma financial models, valuation analysis and synergy models in support of potential transactions

– Preparing detailed presentations for internal projects, M&A or investment opportunities including board submissions

– Communication and interaction with senior internal and external executives

Job Requirements

– CA or MBA with about 5 – 8 yrs of experience

o Outstanding record of academic achievement with excellent communication skills

o CA rank holders and / or MBA from premier institutes are encouraged to evaluate this opportunity

o Experience in M&A advisory/ due diligence in financial services sector would be an advantage

– Superior analytical and problem solving skills, with demonstrated intellectual and analytical rigor, attention to detail and ability to carry out sophisticated financial modelling

o Advanced proficiency in excel and PowerPoint is must

– Ability to synthesize data into meaningful conclusions and recommendations

– Broad financial acumen including a strong foundation in corporate finance principles (comprehensive understanding of valuations principles)

– Strong work ethic, ability to proactively manage multiple high priority projects and work effectively in team

– Temperament to work in cross-functional teams and ability to interact and co-ordinate with other businesses, teams and individuals for project execution

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