Complex Securities- Valuation- Kochi

Role & responsibilities

• Lead derivatives valuation engagements primarily for financial reporting purposes, ensuring quality and timely delivery.
• Develop and maintain financial and valuation models using tools like MS Excel, while guiding junior staff/ senior in model creation and improvement.
• Conduct fair value assessments for financial structures, including private company equity securities, options, warrants, preferred & common stock, convertible notes, debt, fixed income securities, contingent considerations, and derivatives.
• Contribute to report preparation, financial modeling, and identification of key issues, proposing solutions where necessary.
• Apply knowledge of option pricing theory, fixed income models, and other quantitative techniques in practical applications.
• Utilize advanced tools and technologies like MATLAB, Python, R, or similar software to enhance the valuation process and ensure accuracy.
• Stay updated on current business and economic trends, incorporating relevant information into valuation models and client engagements.
• Supervise and collaborate with junior team members, mentoring and guiding them in modeling, analysis, and reporting tasks.
• Manage relationships with clients, ensuring clear communication and understanding of valuation results.
• Manage a team of 5+ Valuation professionals, overseeing project delivery, providing strategic direction, and ensuring continuous professional development for staff at all levels, including Staff and Senior.
• Demonstrate strong written and verbal communication skills, presenting findings and recommendations to senior management and clients.
• Take an active role in process improvement, suggesting strategies to optimize workflows and increase the efficiency of valuations and reporting.

Preferred candidate profile

• A post graduate degree in Finance, Economics, Accounting (CA) or Business with 1+ years of related work experience 
• A minimum of 1 year direct experience in utilizing Valuation techniques and methodologies such as Discounted Cash Flow (DCF), Income Approach, market comparable, Option Pricing Model, Monte Carlo Simulation, Binomial Lattice etc. in a business valuation firm or practice or in venture capital, investment banking, commercial banking, financial research, national valuation firm or experience working in a corporate finance role for an organization, preferably for M&A activities. Experience in financial modelling including experience building models from scratch in MS Excel and related software preferred.  
• Preferable achievement in or significant progress towards a CFA, ASA, CPA or related certification.