16 Relative Valuation Jobs

We are recruiting for a Consultant in the Corporate Finance - Valuation team. In this role, you will be expected to: Independently execute valuation engagements incl. PPA - ASC 805, goodwill and asset impairment analyses (ASC 350/360), valuations of stock options under ASC 718 and IRC •409A and audit reviews Perform financial and operational benchmarking Structure and write majority sections of valuation reports and memos, including business overview, industry overview and valuation sections Perform business valuation model reviews Review the work of/guide team members Build strong professional relationship with onshore teams through project work Qualifications for Internal Candidates Qualifications: CA / CFA / MBA (Specialization in Finance & Investment Management) Total Experience: The candidate must have 3 to 5 years of working experience in either Corporate Finance or valuation roles Preference to candidates with experience in Energy/O&G sector Command over financial statements and financial ratios Strong understanding of corporate finance principles and valuation techniques Good understanding of capital markets Strong analytical and problem-solving skills Strong business writing and verbal communication skills Command in using research databases such as Capital IQ, Thomson Reuters, among others Personal drive and positive attitude to deliver results within tight deadlines and in demanding situations Strong interpersonal skills to work effectively in a team and guide juniors whenever required Ability to multi-task and handle pressure situations

About the jobPortfolio Valuations - ManagerWe are currently recruiting a Manager for our Portfolio Valuations practice The Manager will work with our team of Directors and Partners to execute and provide valuations of private debt and equity investments This role will be accountable for managing valuation analysts to design, execute and present appropriate valuation models and conclusions to senior leadership The role will require close collaboration with the team to provide a range of valuation advisory services to our clients, including underlying portfolio company debt and equity valuations, purchase price allocations, stock option and other complex securities valuations Responsibilities:Assist in the design of valuation models including discounted cash flow, market multiple analysis, market transactions modeling and option pricing and other complex securities analysis Manage the valuation analysis on a wide range of illiquid investments and assets that encompass a range of industries and geographies Participate in client interviews to collect information and data relevant to the valuation Assist in preparing the presentation and reporting of analyses and conclusions, including written reports, to clients Maintain technical proficiency in the field of valuation and the alternative investments industry Champion the valuation practice’s team goals and strategy with professionalism and integrity QualificationsBachelor's or Master's degree in Finance, Accounting or Economics or MBACFA and/or ASA or working towardsMinimum 5 years of designing, editing, and providing a preliminary review of valuation models and other financial models includingDiscounted Cash Flows, comparable public company analysis, market transaction analysis, complex securities and option pricing models, and other intangible asset models Demonstrated analytical, logic, reasoning, and problem-solving skills Strong verbal communication and persuasive writing skills Knowledge of software including MS Excel, Word, and PowerPointExperience working with diverse teams

Qualification: Qualified CA with minimum 2 years exp. Responsibilities: * Collaborate with team on portfolio strategies * Prepare equity research reports with financial modeling & valuations * Analyze companies using fundamental analysis techniques

Key Responsibilities: - Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. - Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. - Develop and execute business development strategies to expand the firm's presence and services in targeted sectors. - Oversee the creation of financial models, valuation analyses, and client presentations, ensuring accuracy and strategic alignment. - Mentor and develop team members, fostering a culture of excellence, collaboration, and continuous learning. - Collaborate with other departments and teams to cross-sell services and vide comprehensive solutions to clients. - Stay abreast of industry trends, regulatory changes, and competitive landscape to inform strategic decisions and advisory services. Qualifications: - MBA Post-Graduate from a reputed institute or a qualified CA. - Minimum of 12+ years of investment banking experience. - Demonstrated success in leading and closing transactions, with a robust network of industry contacts. - Strong leadership skills and experience managing teams in a high-pressure, fast-paced environment. - Exceptional financial modeling, analytical, and blem-solving skills. - Excellent communication and interpersonal abilities, with a ven track record of building and maintaining client relationships. - Deep understanding of industry-specific challenges and opportunities.

Role & responsibilities • Analysing company reporting documents to create pitchbooks, company profiles, information memorandums, sector reports, financial benchmarking and trading and transaction comps • Identifying potential targets/buyers for M&A deals • Working on Financial Models, DCF, LBO, and Football field analysis • Performing secondary research through the web and available databases to prepare investment decks • Interacting with the client for project coordination, • Be responsible for quality check and client deliverable • Managing a team of 7-10 analysts ROLES & RESPONSIBILITIES • At least 5 years of experience in Private Equity/Investment Banking • End to end knowledge of PE/IB deal and key products • Deep understanding of all investment banking products and requirements • Experience in preparing pitch books, profiles, screening for targets/ buyers, sector reports, trading and transaction comps, as well as investment memorandums • Proficiency in financial modelling, including detailed 3 statement forecasting, multiple scenario analysis, DCF valuation, capital structure modelling, LBO and merger modelling • Strong in working on unstructured and open-ended requests • Prior experience of working and communicating with clients and various stakeholders • Knowledge of databases such as Bloomberg, CapIQ, Pitchbook, Reuters, FactSet, and Merger market • Excellent in MS PowerPoint and MS Excel • Work with sales teams on business development activities • Participate in new client discussions, conduct workshops and demos • Transition new engagements from client site to SGA • Manage staffing and attrition for allocated teams • Conduct on the job and off the job trainings for the team members REQUIRED SKILLSET • MBA Finance / CFA level 2+ • Self-driven and Dynamic •Able to think out-of-box and come up with innovate ideas • Excellent written and oral communication skills in English • Results oriented, Problem-solving skills If you think you will meet our requirements, then we look forward to meeting you

Urgent Requirement for an Investment Banking Firm in Mumbai. PositionDirector/Sr. Director Investment Banking M&A. LocationMumbai. Experience12+ Years (post qualification). Timings9 am 6pm, Monday Friday. Key Responsibilities:- Lead the execution of M&A, equity financing, and other strategic advisory services within the sector.- Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers.- Develop and execute business development strategies to expand the firm's presence and services in targeted sectors.- Oversee the creation of financial models, valuation analyses, and client presentations, ensuring accuracy and strategic alignment.- Mentor and develop team members, fostering a culture of excellence, collaboration, and continuous learning.- Collaborate with other departments and teams to cross-sell services and provide comprehensive solutions to clients.- Stay abreast of industry trends, regulatory changes, and competitive landscape to inform strategic decisions and advisory services. Qualifications:- MBA Post-Graduate from a reputed institute or a qualified CA.- Minimum of 12+ years of investment banking experience.- Demonstrated success in leading and closing transactions, with a robust network of industry contacts.- Strong leadership skills and experience managing teams in a high-pressure, fast-paced environment.- Exceptional financial modeling, analytical, and problem-solving skills.- Excellent communication and interpersonal abilities, with a proven track record of building and maintaining client relationships.- Deep understanding of industry-specific challenges and opportunities.ApplySaveSaveProInsights

Urgent Requirement for a leading investment banking firm. Experience Level 14+ Years (Front End Operations). Qualification MBA/PGDM/CA. Timings9 am 6 pm. Monday Friday. Key Responsibilities:. - Lead the execution of M&A, equity financing, and other strategic advisory services. - Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. - Develop and execute business development strategies to expand the firm's presence and services in targeted sectors. - Oversee the creation of financial models, valuation analyses, and client presentations, ensuring accuracy and strategic alignment. - Mentor and develop team members, fostering a culture of excellence, collaboration, and continuous learning. - Collaborate with other departments and teams to cross-sell services and provide comprehensive solutions to clients. - Stay abreast of industry trends, regulatory changes, and competitive landscape to inform strategic decisions and advisory services. Qualifications: - 14+ years of investment banking experience, with a significant focus and track record in Deal closures. - Demonstrated success in leading and closing transactions, with a robust network of industry contacts. - Strong leadership skills and experience managing teams in a high-pressure, fast-paced environment. - Exceptional financial modeling, analytical, and problem-solving skills. - Excellent communication and interpersonal abilities, with a proven track record of building and maintaining client relationships. - Deep understanding of industry-specific challenges and opportunities. Apply Save Save Pro Insights

About Investment Research (IR)- As a global leader in knowledge processes, research, and analytics, you'll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects. What you will be doing at Evalueserve- Create and maintain MS Excel-based financial models with forecasts Conduct extensive company valuations involving approaches such as DCF, DDM, trading and transaction multiples, and EVA Benchmark companies using financial and operating statistics Collect information from industry or sector databases Create presentations on industry and company research for marketing and roadshow activities. Collect financial data using online and other sources such as Bloomberg and Thomson Reuters Create / maintain industry databases wherever relevant Handle ad hoc research requests Prepare company profiles; earning and flash notes; quarterly updates; coverage, sector, and theme-based reports; newsletters; etc. Summarize investment conference calls What we are looking for- MBA / CA / CFA with 1+ years of relevant experience in equity research Ability to identify and solve issues effectively and within deadlines Basic knowledge of microeconomics / macroeconomics is must Strong accounting and financial analysis skills Ability to think outside the box Excellent communication and interpersonal skills Proficiency in MS Office, especially MS Excel Knowledge of VBA will be advantageous Disclaimer: The following job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances.

Role: To support US Clean tech Energy team of one of the top global investment bank in day-to-day research - this includes proficiency in financial modelling and report writing, working on adhoc requests and an eye for attention to detail. Responsibilities: Build and update company and industry models for US cleantech sector Create and maintain databases using data from different sources Assist in writing regular research publications - earnings previews, review, etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research Roles and Responsibilities Role: To support US Clean tech Energy team of one of the top global investment bank in day-to-day research - this includes proficiency in financial modelling and report writing, working on adhoc requests and an eye for attention to detail. Responsibilities: Build and update company and industry models for US cleantech sector Create and maintain databases using data from different sources Assist in writing regular research publications - earnings previews, review, etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research

Role & responsibilities • Analysing company reporting documents to create pitchbooks, company profiles, information memorandums, sector reports, financial benchmarking and trading and transaction comps • Identifying potential targets/buyers for M&A deals • Working on Financial Models, DCF, LBO, and Football field analysis • Performing secondary research through the web and available databases to prepare investment decks • Interacting with the client for project coordination, • Be responsible for quality check and client deliverable • Managing a team of 7-10 analysts ROLES & RESPONSIBILITIES • At least 5 years of experience in Private Equity/Investment Banking • End to end knowledge of PE/IB deal and key products • Deep understanding of all investment banking products and requirements • Experience in preparing pitch books, profiles, screening for targets/ buyers, sector reports, trading and transaction comps, as well as investment memorandums • Proficiency in financial modelling, including detailed 3 statement forecasting, multiple scenario analysis, DCF valuation, capital structure modelling, LBO and merger modelling • Strong in working on unstructured and open-ended requests • Prior experience of working and communicating with clients and various stakeholders • Knowledge of databases such as Bloomberg, CapIQ, Pitchbook, Reuters, FactSet, and Merger market • Excellent in MS PowerPoint and MS Excel • Work with sales teams on business development activities • Participate in new client discussions, conduct workshops and demos • Transition new engagements from client site to SGA • Manage staffing and attrition for allocated teams • Conduct on the job and off the job trainings for the team members REQUIRED SKILLSET • MBA Finance / CFA level 2+ • Self-driven and Dynamic •Able to think out-of-box and come up with innovate ideas • Excellent written and oral communication skills in English • Results oriented, Problem-solving skills If you think you will meet our requirements, then we look forward to meeting you

Roles and Responsibilities To complete the financial analysis and projection modelling for ongoing monitoring of the high yield loans for an UK based commercial bank Analyzing and spreading the historical financial statements in excel Analysis of financial statements including Income Statement, Balance Sheet and Cash Flow Analyze the operating metrics to project the major line items like Revenues, EBITDA etc. Preparing detailed capital structure and debt amortization schedules (tranche wise) including pro forma adjustment for the acquisition. Analyzing the pro forma credit metrics like total leverage, interest coverage, fixed charge coverage etc. Analyzing the financial covenants applicable to the borrower Strong understanding of financial projections based on management guidance, company budget and consensus estimates. This will include creating various scenarios like management case, sponsor case, upside and downside case etc. Screening the merger agreements and assessing synergies from the deal based on management inputs and third party data sources Strong understanding of calculating IRR and various valuation techniques like DCF, Peer multiple and liquidation based recovery analysis for various debt pieces using recovery values for each asset type Conducting detailed Quality Checks of the work done by Analysts and finally delivering to the client Desired Candidate Profile MBA (Finance) / CFA / CA (CPA equivalent) Post qualification experience of 5 - 10 years in financial modeling and analysis using excel is a must Proficient in MS Excel Excellent written and spoken communication skills Interested Candidates please share CV's at Jayshree.chutani@acuitykp.com Location: Gurgaon Notice Period: Immediate - 60 days

Roles & Responsibilities We are recruiting for an AM in the Corporate Finance - Valuation team. In this role, your responsibilities will include: Lead and coach a team of business valuation professionals Responsible for execution of end-to -end valuation engagements incl. PPA incl. PPA -ASC 805/IFRS3, goodwill and asset impairment analyses (ASC 350/360/ IFRS36), , valuations of stock options under IRC•409A and ASC 718/IFRS9409A and ASC 718/IFRS9 Manage workflow, delivery, team utilization and act as KGS point of contact for the onshore Geo(s)contact for the onshore Geo(s) Perform audit reviews and appraising third-party valuation reports Be responsible for the high-quality timely delivery of projects by self and the team members Be involved in recruitment, learning and development and performance management Build strong brand equity with onshore stakeholders Lead/contribute to at least one CF team level task force; actively lead team discussions/ CF events / knowledge sharing platforms Qualifications Qualifications: CA / CFA / MBA (Specialization in Finance & Investment Management) Total Experience: The candidate must have 5 to 8 years of working experience in either Corporate Finance or valuation roles Strong understanding of financial statements and financial ratios Good understanding of corporate finance principles and valuation techniques Strong analytical and problem-solving skills Strong team handling skills to effectively lead a team and guide junior colleague Advanced knowledge of MS Office (specifically, MS Excel, MS Word, and MS PowerPoint Command in using research databases such as Capital IQ, Thomson Reuters, among others Preferred Skills Personal drive and positive attitude to deliver results within tight deadlines and in demanding situations Effective written and verbal communication skills Good interpersonal skills to work effectively in a team

Role & responsibilities Proficiency in financial modelling, including detailed 3 statement forecasting, multiple scenario analysis, capital structure modelling, LBO and merger modelling Knowledge on business valuation concepts including DCF, trading comps, and precedent transactions Analyzing company reporting documents in order to create pitch books, company profiles, information memorandums, sector reports, financial benchmarking, trading and transaction comps Adept in reading and understanding financial reports, IPO prospectus, 10-Qs, 10-Ks, etc. Knowledge of databases such as Bloomberg, CapIQ, Reuters, FactSet, and Mergermarket Good communication skills for regular client communication Preferred candidate profile 2-7 years of experience in PE/IB Exceptional analytical, numerical and deal support skills (particularly extensive financial modelling and IB skills)ideally CFA qualified Ability to work/manage multiple projects and meet demanding deadlines MBA, CA, CFA or an equivalent degree Perks and benefits

Job Requirements: Proficiency in Financial Modeling, including detailed 3-statement Forecasting and multiple scenario analysis Knowledge of Valuation concepts including DCF, trading comps, and precedent transactions Analyzing Company Reporting documents to create Pitch Books, Company Profiles, Information Memorandums, Sector Reports, Newsletters, Competitive Financial Benchmarking, Target/Buyer Screening, Trading, and Transaction Comps. Adept in reading and understanding financial reports, IPO prospectus, 10-Qs, 10-Ks, etc. Knowledge of databases such as CapIQ and FactSet Excellent communication (both written and verbal) skills. Skill Set: 3-6 years of experience working with IB, PE, VCs, and Advisory clients Exceptional analytical, numerical, and IB deal support skills Ability to work/manage multiple projects and meet demanding deadlines. MBA, CA, CFA, or an equivalent degree Note: This is an exciting client-facing opportunity where you'll collaborate directly with top executives, including CIOs, CFOs, and other key decision-makers. This role not only offers exceptional exposure but also the chance to build impactful professional relationships and contribute to high-level strategic initiatives. Share your resume at bhumika.bisht@rhodiumanalytics.com

Role & responsibilities Supporting our clients on multiple projects on investment banking mandates Preparing pitch books, industry reports, deals and peers screening, company profiles, macroeconomic updates and company focused discussion documents related to various industries. Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, financial modeling etc. Operational/ financial benchmarking, valuation, public market information and performance ratio analysis. Market Insight: Deep knowledge of the private equity market, including trends, regulatory changes, and the competitive landscape. Market and industry research on both a primary and secondary research basis. Valuation Expertise : Proficiency in valuing private equity fund interests and understanding the intricacies of different valuation methods. Run financial models for underlying companies (asset operating models, LBO) and fund level returns. Due Diligence: Expertise in conducting thorough due diligence to assess the quality and potential of fund interests being traded. Manage interactions with buyers and respond to due diligence inquiries and contribute to client relationship management and deal origination initiatives. Quantitative and qualitative due diligence on leveraged buyout, venture capital and other private equity limited partnership interests and their underlying company investments. Analytical Skills : Participate in evaluation and analysis of secondary transactions and assets across stages (i.e. buyout, venture, growth equity, etc.), industries and geographies. Ability to analyse complex financial data and market conditions to make informed investment decisions. Construct an opinion around various investment opportunities and efficiently communicate it both verbally and in written materials Preferred candidate profile Post-Graduation in Finance or equiv.qualification (CFA, MBA (finance), CA or equiv.) 4+ years of experience in the Investment banking space Excellent written and spoken communication skills with experience in client relationship management Should be able to work independently with minimal guidance as the job requires working with senior leadership team at the clients end Should be well versed with MS Office suite specially Microsoft Excel and Power Point (extensive use of excel models and powerpoint) Working knowledge of database such as Factset, Bloomberg, CapitalIQ, Thomson, etc.

Job details Proposed designation Assistant Manager Role type Lead and coach a team of business valuation professionals Reporting to Manager Geo to be supported Germany Work timings Regular Role & responsibilities Lead and coach a team of business valuation professionals Responsible for execution of end-to-end valuation engagements incl. PPA - ASC 805/IFRS3, goodwill and asset impairment analyses (ASC 350/360/ IFRS36), valuations of stock options under IRC 409A and ASC 718/IFRS9 Manage workflow, delivery, team utilization and act as KGS point of contact for the onshore Geo(s) Perform audit reviews and appraising third-party valuation reports Be responsible for the high-quality timely delivery of projects by self and the team members Be involved in recruitment, learning and development and performance management Build strong brand equity with onshore stakeholders Lead/contribute to at least one CF team level task force; actively lead team discussions/ CF events / knowledge sharing platforms Preferred candidate profile Command over advanced valuation techniques for business and intangible valuations Strong knowledge and hands on experience of working on financial models Strong knowledge of relevant respective local GAAP or IFRS standards A commercial outlook and a good understanding of the general business, economic environment and sound commercial acumen Strong analytical and problem-solving skills Strong team handling skills to effectively lead a team and guide junior colleagues Excellent written and verbal communication skills Ability to multi-task and handle pressure situations Advanced knowledge of MS Office (specifically, MS Excel, MS Word, and MS PowerPoint) Command in using research databases such as Capital IQ, Thomson Reuters, among others Perks and benefits Personal drive and positive attitude to deliver results within tight deadlines and in demanding situations Strong interpersonal skills to work effectively in a team and guide juniors whenever required Ability to multi-task and handle pressure situations