Job Summary:

The person works closely with business heads to track performance, prepare management reporting, support client coverage, and run key projects. The role combines analytical work (Excel, financial modelling, dashboards) with commercial exposure (supporting the sales team on a set of accounts). It suits a quick learner who is comfortable with technology and wants broad exposure across the business.

Roles and Responsibilities:

Strategy and management reporting

- Prepare the monthly presentation for the Business Heads, covering performance, pipeline, key updates, and strategic priorities.
- Turn data into explicit, concise insights and recommendations for senior leadership.

Sales support

- Manage a defined set of client accounts.
- Act as a junior relationship manager (RM) to the sales lead: maintain client touchpoints, follow up on actions, and track opportunities and coverage.

Cross-team collaboration

- Coordinate with the business, product, operations, technology, and other internal teams to gather inputs and drive deliverables.
- Act as a point of contact between the business heads and support functions.

Conferences and events

- Plan and execute 4–5 conferences each year, including the flagship annual conference in November.
- Handle logistics coordination, on-ground execution and post-event follow-ups for conferences and other client events

Analysis and financial modelling

- Build and maintain Excel analyses using pivot tables and related tools.
- Develop financial models to support business planning, account analysis,



and decision-making.

Automation and dashboards

- Build automated reports and dashboards to replace manual tracking and reporting.
- Maintain data accuracy and keep dashboards useful for business heads.

About the Role:

- CA or MBA (Finance, Strategy, or a related specialisation) from a reputed institute; freshers are welcome.
- Strong working knowledge of Excel, including pivot tables, lookups, and data cleaning.
- Foundational financial modelling skills.
- Strong PowerPoint and written communication skills.
- Technical aptitude: familiarity with dashboarding or automation tools (e.g., Power BI, Tableau, VBA/Power Query, Python or SQL).
- Interest in financial services, capital markets, or client-facing work.
- Prior internship exposure to strategy, finance, or sales support.

About Avendus Spark Institutional Equities

Avendus Spark Institutional Equities is India's leading domestic institutional brokerage, trusted by over 400 institutional investors globally. Our 50+ member research team covers more than 250 stocks across 15+ sectors, representing approximately 80% of India's market capitalization. Led by experienced sector specialists with over 12 years of domain expertise and 15+ years of overall market experience, the franchise has consistently delivered differentiated research insights.

Avendus was ranked #1 for Best India Research in the Asiamoney 2023 polls and has remained among India's top three research teams over the past decade.

avendus.com/business/institutional-equities

📌 Junior Associate - Business Planning & Analytics (Chennai)
🏢 Avendus
📍 Chennai