Job
Description
Lead and manage derivatives valuation engagements primarily for financial reporting purposes, ensuring high-quality outputs and strategic alignment with client objectives. Oversee the development and maintenance of complex financial and valuation models using advanced tools like MS Excel, Python, or similar, providing direction to the team on model design and methodology. Take ownership of assessing the fair value of a wide range of financial structures, including private company equity securities, options, warrants, preferred & common stock, convertible notes, debt, fixed income securities, contingent considerations, and derivatives. Lead report generation, ensuring clarity, accuracy, and strategic insights, while identifying key valuation issues and developing solutions. Apply advanced knowledge of option pricing theory, fixed income models, and sophisticated quantitative techniques to complex financial situations, providing expert guidance to the team. Drive the adoption of new technologies and tools (e.g., MATLAB, Python, R) to continuously improve valuation processes, model accuracy, and reporting efficiency. Stay updated on business, regulatory, and economic trends relevant to client industries, and apply this knowledge to enhance valuation strategies. Lead and foster teamwork within the engagement team, ensuring alignment with project goals and maintaining a high standard of performance across all levels. Manage a team of 10+ Valuation professionals, overseeing project delivery, providing strategic direction, and ensuring continuous professional development for team members at all levels, including Staff, Senior, and Manager. Demonstrate exceptional written and verbal communication skills, delivering high-level presentations to executives, clients, and stakeholders while ensuring complex valuation findings are clearly communicated. Establish and maintain strong client relationships, ensuring effective communication and understanding of client needs while delivering customized valuation solutions. Proactively identify and implement process improvements and best practices to enhance valuation workflows, model development, and overall service delivery. Skills and attributes for success Proven expertise in hedge effectiveness analysis with the ability to provide strategic insights and drive solutions. Deep knowledge of corporate bonds, treasury bills, and other fixed-income instruments, including market trends and risk management strategies. Comprehensive understanding of debt securities, loans, and their implications for organizational financial strategies. Extensive experience with interest rate swaps, FX & currency swaps, credit default swaps, and other derivatives. Strong proficiency in forward currency contracts, future contracts, FX spot, forward deals, and complex transaction structures. Advanced understanding and implementation of Expected Credit Loss (ECL) models, including strategic considerations. Significant experience in valuing complex financial instruments, such as Options, warrants, fixed income securities, structured products, and other derivatives. Expertise in specialized financial instruments, including Employee Stock Options (ESOPs), Total Shareholder Return (TSR), convertible bonds, bonds with embedded options, Sukuk, and others. In-depth knowledge of advanced quantitative methods, including Monte Carlo simulations, lattice techniques, finite difference methods, and their applications in strategic decision-making. Strong experience in contingent consideration analysis and valuation for mergers & acquisitions, and other transactions. Strategic oversight of innovative financial instruments like Simple Agreements for Future Equity (SAFE) notes and credit-linked notes (CLNs). Advanced ability to assess and oversee the calculation of the Incremental Borrowing Rate (IBR). Exceptional skill in building, analyzing, and reviewing financial models for high-level decision-making. Strong command of financial and statistical software, including MATLAB, Python, R, and MS Excel/VBA, Word, PowerPoint. Comprehensive experience with financial databases such as Capital IQ, Bloomberg, and other high-level tools. Leadership, communication, interpersonal, and stakeholder management skills. Proven ability to lead, mentor, and develop teams while fostering collaboration and innovation. Track record of managing multiple high-stakes projects and delivering under tight deadlines. Demonstrated ability to communicate complex financial concepts to executives, boards, and non-technical stakeholders. Willingness and ability to travel internationally, as required for strategic engagements. Extensive experience in Equity Research, Investment Banking, or Corporate Finance at a senior level. Strong analytical ability to evaluate and address complex business scenarios using sophisticated quantitative models. To qualify for the role, you must have A post graduate degree in Finance, Economics, Accounting (CA) or Business with 12-14 years of related work experience and preferably holding CFA, ASA, CPA or related charter. A minimum of 10 years 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. Ideally, you ll also have Project management skills Strong communication and presentation skills
