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EPIC Investment Partners

About Us

EPIC Investment Partners (“EPIC”) is a globalfinancial services platformwith 250 peopleacross four integrated divisions Capital, Markets, Administration and Advisory.

EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the heart of everything we do. We understand the commercial drivers of success and how to support them by allocating capital actively and appropriately. We put our clients first at all times.

Our integrated approach supports corporates, entrepreneurs, and investorsby providing accessto capital, advice,and administration services across our four division

- Capital : patientand flexible privatecapital encompassing early-stage investing, private equity and SPACs. £1300 million assets under management (“AuM”).
- Markets : fund management platformwith £250 millionAuM across Equities, Fixed Income, Multi Asset and Managed Futures strategies.
- Administration : full-service outsourced administration platform encompassing Fund Services, Corporate Services and Legal Advertising and Public Notice services. £3 billion assets under administration.
- Advisory : discrete and independent advice to corporates, families and institutions on large and small transactions ranging from £25 million to £1 billion in value.

We believe in the enduring tradition of providing independent and discrete finance and counsel to businesses and the people who create them.

This is augmented by a future-facing mindset embracing technology and innovation to offer our clients an intelligent and dynamic merchant banking model for the twenty-first century.

We are a client-centred, collegiate team for whom intellectual integrity and honest, considered decision-making are the guiding principles.

Our Values are at the heart of our activities and are designed to give our clients the same experience across all divisions, products, and locations.

- Clients First: we place clientsfirst and committo delivering excellent service and outcomes across all our activities. We are calm and focused under pressure,



balancing long-term outcomes with short-term needs and seeking to deliver on commitments with a sense of urgency.

- Intellectual Integrity: intellectual integrity is our true north and forms the nexus of our Values and Investment Principles. Our intellectual integrity means that EPIC is continually searching for the best talent, ideas, and opportunities for our clients. This has allowed EPIC to become a home for people, teams, and organisations who both shareand help shapeits world view.

- Collegiate: our teams are collegiate, with co-operation and collaboration central to our approach. We seek to foster collaboration across our divisions, to unlock the opportunities of the interconnections across our broad platform.

Role Profile: Senior Financial Analyst

Successful candidates would have the opportunity to work on a large range of different corporate finance transactions, with direct participation and responsibility as part of the wider project teams.

EPIC is based in London with a growing team in Noida. The role is based in the Noida office – which also serves as the offices of a sister organization, EPIC Administration (this role is not within EPIC Administration and is related to corporate finance rather than fund administration/accounting).

Members of the team have previously visited London to work directly with the London team members.

Role Description and Responsibility Overview.

EPIC is unique in offeringcross-disciplinary work experience to employees by providing them with significant experience of deal origination, execution and client interaction across private equity, corporate finance and fund placement transactions.

EPIC’s highly entrepreneurial culture provides an open,



stimulating and challenging work environment in which individuals can develop a wide variety of different skill sets and transactional experience.

The responsibilities of the role would include:

- Supporting the origination of investment opportunities, corporate finance and fund placement mandates.
- Assisting in the preparation of marketing materials.
- Analyzing marketsand assessing selectedsectors and companies.
- Building financial models.
- Performing valuation analyses, including comparable transactions and publicly trading companies.
- Identifying potential investors and buyers.
- The position includes on-the-job and regular team training sessions, with a focus on personal and team development.

Candidate Profile

- Self-motivated and diligent in approach, with an interest in building a career in corporate finance.
- Outstanding communication skills are required, particularly in written material.
- Proven ability to establish effective relationships and work well within a team (working remotely or working directly with international teams is desirable).
- Analytical, combining both quantitative and qualitative skills.
- Proven experience in the creation of company profiles, trading and transaction comparable valuation analyses
- Strong academic credentials from a top-tier university.
- Solid mathematical background, practical experience of corporate finance valuation techniques.
- Minimum 4 Years’ prior experience in investment banking, corporate finance, investment management or transaction-focused accounting.
- Track record of personal responsibility, in particular working in a project-based environment with tight deadlines and of delivering to client expectations.
- Advanced Microsoft Office skills, in particular PowerPoint and Excel.
- Practical knowledge of FactSet, CapitalIQ, Bloomberg or equivalent databases
- Relevant professional certifications or qualifications (e.g. CFA above Level 2) will support the application.

- Location / Hours • Noida. • Shift timings:13:30 - 22:00/ 11:30 - 20:00 on a (weekly rotating basis).

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📌 Senior Financial Analyst (Noida)
🏢 EPIC Investment Partners
📍 Noida