Valuation Associate

Primary Responsibilities

• Facilitate the Valuation Process in the Private Equity, Credit, and Real Assets segments.
• Value financial instruments and complex corporate securities
• Analyze equity/debt/commodities financial market data history and other quantitative techniques.
• 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.
• Coordinate with third party valuation firms and deal teams to create accurate, timely valuations.
• Validate and update valuation models as well as inputs and assess applicable methodologies.
• 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.
• Perform advisory valuation services to various business units on an ad hoc basis.
• Produce senior management reports summarizing the results of the fund’s performance on a daily, monthly, and quarterly timeframe.
• Review and update Fund reports and Marketing materials sent to existing/potential investors.
• Generate detailed materials and responses for Investor meetings, inquires and surveys.
• 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