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Investment Analyst

Franklin Templeton (Franklin Templeton) · Other

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About the Department:

The Data, Analytics, and Financial Due Diligence group supports Lexington Partners’ global secondaries and co-investment platform. The team enables investment decisions through financial analysis, underwriting support, portfolio monitoring, and investment data management. Professionals work closely with investment teams across the organization to deliver accurate insights and high-quality due diligence. Joining the team provides exposure to private markets, complex transactions, and opportunities to build analytical, financial, and investment expertise in a collaborative environment.

How You Will Add Value ?

Core Responsibilities:

  • You will support deal execution workflows with the Menlo Park team.

  • You will manage investment data compilation activities.

  • You will support Artificial Intelligence (AI) and digital transformation initiatives.

  • You will utilize DealCloud, iLevel, and internal investment resources.

  • You will prepare financial models and valuation analyses.

  • You will perform comparable company analysis.

  • You will gather and organize financial and operational data.

  • You will support due diligence reviews and research activities.

  • You will maintain high-quality deliverables and meet deadlines.


What Will Help You Be Successful in This Role ?

Experience, Education & Certifications:

  • 3+ years of financial services experience.

  • Experience with a United States-based firm preferred.

  • Background in financial statement analysis.

  • Experience conducting due diligence.

Technical Skills:

  • Excellent written and verbal English communication skills.

  • Advanced financial modeling capabilities.

  • Strong Microsoft Excel and PowerPoint proficiency.

  • Strong analytical and problem-solving skills.

  • Exceptional attention to detail.

Soft Skills:

  • Collaborative and team-oriented mindset.

  • Self-motivated with strong initiative.

  • Positive and proactive approach.

  • Ability to thrive in fast-paced environments.

  • Strong project and time management skills.

  • Commitment to continuous learning.

  • High ethical and professional standards.

Work Shift Timings - 2:00 PM -11:00 PM IST

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