Valuation Associate

PRIMARY RESPONSIBILITIES:

1. Facilitate the Valuation Process in the Private Equity, Credit, and Real Assets segments.
2. Value financial instruments and complex corporate securities
3. Analyze equity/debt/commodities financial market data history and other quantitative techniques.
4. Develop a deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge throughout firm.
5. Coordinate with third party valuation firms and deal teams to create accurate, timely valuations.
6. Validate and update valuation models as well as inputs and assess applicable methodologies.
7. Create summary materials highlighting significant changes/events and industry analyses, to be presented to the valuations committees for their review and approval of all valuations.
8. Perform advisory valuation services to various business units on an ad hoc basis.
9. Produce senior management reports summarizing the results of the fund’s performance on a daily, monthly, and quarterly timeframe.
10. Review and update Fund reports and Marketing materials sent to existing/potential investors.
11. Generate detailed materials and responses for Investor meetings, inquires and surveys.
12. Prepare documentation in support of compliance with SOX and external audit requirements.

QUALIFICATIONS AND EXPERIENCE: (Academic, Professional, Relevant Job Knowledge)

• Experience in building valuation models (DCF, Market approach and Option Models)
• Experience with capital markets/credit valuations preferred (ex. illiquid investments, bank loans, mezzanine loans, and private equity)
• Demonstrated technical, analytical and problem-solving skills.
• Understanding of Alternative Investment strategies and products
• Ability to complete financial models under the pressure of tight deadlines.
• Apply modeling techniques to challenging, real-world problems.
• Strong functional background working with Excel.
• Familiarity with financial services applications (CapIQ, Bloomberg, etc.) a plus
• Bachelor’s or master’s degree in finance, Accounting or Economics. Alternatively, Computer science or engineering degree
• CFA professional designation or working towards preferred but not required.
• Finance, Valuation or Investment Banking training program preferred.

Experience: 5-8 Years

CTC: 24 LPA

Location: Goregaon, Mumbai