Key Responsibilities
- Build and maintain comprehensive historical financial models for companies, with complex product lines, geographies, and reporting structures.
- Apply sector knowledge to interpret industry-specific KPIs (e.g., premiums, claims, reserves, solvency, embedded value) and reflect them accurately in models.
- Navigate complex accounting, regulatory, and disclosure frameworks specific to Insurance and Financial Services to ensure accuracy and completeness.
- Handle nuanced accounting treatments (e.g., reserves, reinsurance, investment income, capital adequacy) while building scalable and audit-ready models
- Mentor and train multiple junior analysts on advanced modeling techniques and sector-specific best practices
- Supporting automation and process improvement initiatives to enhance efficiency and consistency in model building
- Write clear, structured financial commentary explaining model logic, assumptions, and key drivers, particularly for insurance-specific metrics.
- Continuously deepen sector expertise to improve model quality and contribute meaningful analytical insights.
Requirements
Skills & Qualifications
- Advanced Excel skills with hands-on experience building operating models for complex, multi-segment companies
- Strong business models, capital structures, and valuation approaches
- Solid grounding in capital markets, asset classes, and valuation methodologies, especially as they relate to insurers and financial institutions.
- Familiarity with investment banking, equity research, or financial research workflows
- Robust command of nuanced accounting concepts relevant to Insurance and Financial Services (e.g., reserves, capital, regulatory ratios)
- Ability to clearly articulate forecasting logic and write high-quality financial commentary supporting model assumptions
- Comfortable using GenAI tools for model analysis, validation, and productivity enhancement
- Demonstrated ability to mentor and upskill junior analysts on complex and specialized modeling topics
📌 Lead Analyst (Noida)
🏢 Daloopa
📍 Noida