23 Valuations Jobs

As a Senior Fund Administrator, you will provide investment operations support to Fund Operations boutique fund managers. Your responsibilities will cover a range of portfolio administration functions including valuations, corporate actions, cash forecasting, performance reporting, trade settlement management, cash movements, broker and custodian liaison, and relationship management. The role involves working on managed funds, private equity funds, and listed investment companies, encompassing investment types such as Equities, Futures, Options, FX, Currency forwards, Swaps, Fixed Income, and Managed Funds. Your key accountabilities and main responsibilities will include: - Supporting the onboarding of new clients and ensuring effective and timely implementation of client change requests - Contributing to project work aimed at improving service quality, such as system implementations and automation - Building and maintaining effective relationships with internal stakeholders - Regularly reviewing processes and procedures to implement efficiency and accuracy improvements In terms of operational management, you will be responsible for: - Accurately preparing and reviewing unit prices for managed investment funds, private equity funds, and listed investment companies - Producing and reviewing Gross Asset Value (GAV) and Net Asset Value (NAV), including unit pricing calculation for NAV - Reconciling cash records, positions, and trades with the custodian/ PB - Updating the portfolio system on investment trades, settlements, corporate actions, income receipts, and cash movements - Preparing periodic reports for fund managers, their clients, and asset consultants - Ensuring timely delivery of various reporting requirements to the Sydney team - Collaborating with cross-functional teams, including offshore counterparts, to achieve shared goals and provide support for Investment Operations daily deliverables You should have 3+ years of registry experience in a custody, fund administrator, or fund manager environment within a high-volume, client-focused working environment. A tertiary degree in a relevant field such as Finance, Accounting, or Commerce is required. Strong technical knowledge in financial markets, including investment products, markets, and securities, is essential. Additionally, you should possess process expert knowledge in the investment process and trading instruments across various asset classes. Your personal attributes should include problem-solving skills, adaptability to change, excellent written and verbal communication, strong organization skills, attention to detail, and a client-focused approach. Your ability to collaborate effectively with colleagues and clients, manage risk and compliance controls, and ensure the accuracy and efficiency of daily tasks will be crucial in this role.,

Primary Purpose of the role Work on building the organization strategy and ensure the same is operationalized through the delivery of strategic PMOs. This role will partner closely with the senior leadership to help make data driven decisions, establish processes and manage allied stakeholders across multiple strategic projects. The role will traverse multiple functions as the need arises, giving you exposure to various aspects of the business. Roles and Responsibilities Play a key role in building a sustainable growth strategy for BU ISEA Lead the different planning cycles viz.1 year, 3 year, 5 year and 10 year cycles for the country Lead and monitor long-term strategic business initiatives from development through successful execution under the guidance of senior leadership and departmental heads. Establish frameworks and standards for Program and Project Management Work effectively with diverse teams to come up with the best solutions Provide Project planning, Milestone management, Scope management, Resource forecasting; Financial Management; Change Management across the project portfolio Ensure the appropriate program benefits are identified, quantified and their realization planned Participate in the development of Projects that may consist of a variety of challenges that may range from innovation, new products, supply chain, and strategic whitespace development, etc. Maintain and update the project management framework and disciplines necessary to support a PMO Data analysis: turn unstructured data into meaningful insights and transformative solutions Structure ambiguous problems and take action to solve them Mining insights which would help the leadership to make decisions and transform the BU Adept at primary and secondary research on markets as well as consumer trends Benchmarking across ABI globally (internally) and externally across other CPGs/FMCGs on best practices Build business cases on all important areas of the business viz. right from launching a new product, brand, innovations, expansion projects, S&L projects, etc. Financial modelling to craft out scenarios and build out P&Ls based on different levers Manage and compile Program related financial and KPI information Track financial reporting whilst ensuring that the program and projects adhere to the corporate financial processes Prepare regular status reporting for the senior leadership Contributes to overall profitability by monitoring all areas of Project expenditure and reporting on performance against variations. Skills and/or knowledge Exceptional analytical, commercial and problem-solving skills Mandate Internation Experience, Consultancy background with 7+ years of work experience Strong skills in creating and maintaining project and program plans, including risks, actions, issues, dependencies Ability to deliver insights with impact Robust financial modelling skills Experience in planning and leading strategic initiatives Experience in valuations, M&As, growth strategy will be a plus Knowledgeable and experienced in efficient Change Management methods Show more Show less

You will be the Chief Financial Officer (CFO) as a highly skilled Chartered Accountant with a focus on corporate restructuring. Your primary role will involve leading financial strategy, managing restructuring initiatives, and ensuring fiscal stability to support the company's growth and efficiency. Your responsibilities will include: - Leading mergers, acquisitions, and divestitures to drive corporate restructuring. - Performing financial due diligence and valuations to support decision-making processes. In the strategic financial management domain, you will be expected to: - Develop and implement financial strategies and restructuring plans to enhance the company's financial health. - Conduct financial analysis, budgeting, and utilize your Chartered Accountant (CA) qualification to make informed financial decisions. - Leverage your extensive experience in financial management and corporate restructuring to drive positive outcomes. - Apply your strong analytical and strategic thinking skills to optimize financial performance and achieve organizational objectives.,

As an Investment Analyst, you will be responsible for ensuring compliance with regulatory requirements, organizational standards, and operational processes related to your area of responsibility. You will be expected to report any violations or infractions to the appropriate individuals promptly. Additionally, you will need to practice proper safety techniques according to Company, property, and departmental policies by reporting any safety issues immediately. Your role will involve identifying areas for improvement and suggesting strategies to enhance the efficiency and productivity of investment and development disciplines. You will introduce procedures that control costs, improve quality, and drive efficiencies within the organization. Staying updated with the latest technology, processes, and standards in the industry is crucial. Attending training classes, conducting research, and subscribing to professional publications will help you apply the acquired knowledge to your area of responsibility effectively. To succeed in this role, you should possess strong communication skills to develop and comprehend financial documents and provide updates to key stakeholders. Proficiency in Microsoft Office tools such as Excel, Word, and PowerPoint is essential. Mathematical skills are required to complete financial records, budgets, and other fiscal reporting tasks. Your organizational, time-management, and project management abilities will be essential for tracking and managing multiple projects efficiently. Experience in real estate analytics, underwriting, and valuations would be advantageous for this position.,

As a Cost Manager MEP at Linesight, you will have the opportunity to work with highly experienced, culturally diverse, and talented teams, fostering a strong social dynamic and a shared sense of achievement. By joining our team, you will gain vast industry experience that will not only open doors for you but also extend your skillset and expand your perspective. We believe in empowering, supporting, and enabling you to take real responsibility in your role, allowing you to take charge of your career progression with us. At Linesight, we value lasting trusted relationships with both our teams and our clients. In this role, your responsibilities will include supporting the settlement of construction disputes/loss and expense claims with transparency, resolving any commercial, change orders, and contract issues quickly and fairly, assisting in the preparation and agreement of final accounts to ensure the client receives the best value from works undertaken, creating estimates and cost plans for key client developments, having experience in OFCI and procurement of vendors, supporting nimble project management and clear decisions through excellent cost documentation and timely communication, actively participating in the tender/bid process from initial documentation through analysis and reporting, and overseeing project spend by creating valuations and cost reports while clearly communicating variations to your team. We are looking for individuals who have a degree or comparable experience in cost management or construction discipline, are chartered or on the path to completion, are willing to travel for short periods to meet with clients, partners, and team members, have experience in pre- and post-contract cost management on varied projects, and thrive in a dynamic environment with the opportunity to manage their own priorities and deadlines. All interviews at Linesight are conducted either in person or virtually with video required. About Linesight: Linesight is a highly successful global project and cost management consultancy known for keeping clients coming back. Our success is attributed to our people and their fresh thinking and focus on what matters. We are different and unique, with an open culture and a flat structure that ensures genuine care, respect, and empathy for all team members. By joining Linesight, you will have the opportunity to work in exciting and innovative sectors with some of the world's most prestigious companies, delivering major projects that contribute to a more sustainable built environment. We believe in the power of teamwork and provide an environment where you can truly thrive. Diversity, Inclusion, and Accessibility: Linesight is committed to transparent, equal opportunity employment practices. We are dedicated to building a diverse and inclusive organization that is accessible to all, fostering a safe culture where all individuals can be their true selves. We understand that inclusivity leads to happier employees and better work outcomes. Individuals with disabilities will be provided reasonable accommodation to participate in the application or recruitment process and in the workplace. If you require any assistance or accommodation, please mention it in your application as we are committed to creating an inclusive environment for all.,

As the National Assets Control Manager, your primary objective is to establish and oversee the assets management function. This includes developing valuations, creating an assets verification matrix, defining residual valuation, and automating processes related to asset management. You will be responsible for managing and controlling the physical verifications and valuations of assets funded under Lease/Equipment Finance vertical in accordance with internal policies. One of your key responsibilities will be to set up a network of vendors for executing physical verifications and valuations in a timely manner. You will also need to liaise with internal and external stakeholders to address any impediments and ensure the smooth implementation of systems and processes. Your major deliverables will include appointing vendors for physical verifications and valuations, monitoring assets eligible for verifications, arranging and overseeing the verification processes, reviewing vendor reports, identifying deficiencies or gaps, preparing control MISs, processing vendor bills, supporting asset disposal management, establishing a database for residual values, and automating the valuation and storage processes. The desired educational qualification for this role is a BE in Mechanical or Electrical Engineering, while the preferred experience is around 8-10 years in a Bank/NBFC or as a procurement manager in a manufacturing or trading setup. Experience in assets management, procurement, and disposal, as well as knowledge of GST laws, will be advantageous. In addition to the educational background and experience, you should possess analytical ability, strong presentation and communication skills, and proficiency in using Excel and other MS Office modules.,

You will be responsible for executing the end-to-end preparation of valuations of illiquid investments/corporate debt (debt valuation) within the portfolio valuations space. This includes performing audit reviews and appraising third-party valuation reports. Your role will involve ensuring high-quality and timely project delivery by yourself and team members. You will also be coaching a team of portfolio valuation professionals. In addition, you will be managing workflow, delivery, and team utilization, acting as the KGS point of contact for onshore Geo(s). Your responsibilities will also include involvement in recruitment, learning and development, performance management, and building strong brand equity with onshore stakeholders. Furthermore, you will be expected to contribute to at least one CF & Cap Sols team level task force. Overall, your role will be critical in ensuring accurate valuations of illiquid investments and corporate debt, while also effectively managing team performance and stakeholder relationships.,

The role based in Chennai will be a part of the Equity Research Team within the Institutional Equities business at Avendus Spark. As a member of this team, you will play a crucial role in providing analytical insights and research-based recommendations to investors. Your responsibilities will include conducting detailed analysis of the competitive landscape, performing comparative studies among industry/competing/peer firms, and offering qualitative and quantitative analysis through financial modeling using historical and relevant data sources. Your work will significantly impact investors by advising them on intrinsic checkpoints and inquiries necessary for making informed investment decisions. To succeed in this role, you should possess the ability to interpret insights from accounting and financial disclosures, preferably with a CA/CFA background. A strong technical understanding of finance and valuations, along with statistical and analytical skills, will be essential for assessing economic performance and conducting in-depth company and industry analysis. Additionally, you should have a keen eye for detail, strong business acumen, and the ability to multitask effectively. Avendus Spark Institutional Equities is a leading domestic institutional brokerage house in India, trusted by over 400 institutional investors for its intellectual honesty, thought leadership, and meticulous research approach. The Equity Research Team at Spark covers a wide range of stocks across various sectors, with each sector lead analyst having extensive expertise in their respective fields. The team has been recognized for its sector knowledge, relationships, and objectivity, consistently ranking among the top research teams. If you are looking to join a dynamic team that values excellence in research and provides valuable insights to investors, this role offers a unique opportunity to contribute to the success of the equity research team at Avendus Spark.,

The role based in Noida, India, involves managing US GAAP/STAT reporting, Experience Studies, New Business Valuation, and Statutory reporting for Nepal. You will be responsible for developing and supporting the team for various activities, including supporting automation projects, providing production steward reviews for new Prophet models, ensuring completion of Local statutory valuation filing, and developing strong working relationships with internal clients to ensure customer satisfaction. Additionally, you will lead a team of Noida-based actuarial students to support the supervisor and maintain a critical focus on core deliverables throughout. Your responsibilities will include active involvement in Product pricing, New Business Value, UAT test, Valuations, and modeling new products. You will prepare various internal reports, actuarial statutory reports, Mortality/morbidity Studies, and ensure timely review of VNB reports with high accuracy. Collaborating closely with stakeholders, such as the Appointed Actuary, CFO, and Financial controller, for various ad-hoc tasks will also be essential. Moreover, you will delegate and execute work while maintaining a strong focus on quality, timeliness, and effective communications. As part of the role, you will contribute to reviewing necessary enhancements to Global Tools, validating changes made in Models for Pricing and Valuation, fostering good team morale and positive engagement, ensuring excellent communication between the Noida-based team and stakeholders in different locations, and taking ownership of work while flagging any issues to the senior leadership team. MetLife, recognized for its excellence and listed on Fortune magazine's "World's Most Admired Companies" and Fortune Worlds 25 Best Workplaces, is dedicated to providing insurance, annuities, employee benefits, and asset management services globally. With operations in over 40 markets, MetLife aims to create a more confident future for colleagues, customers, communities, and the world. If you are inspired to be part of a purpose-driven team transforming the financial services industry, join us at MetLife where it's #AllTogetherPossible.,

Join us as a Research Analyst at Barclays, where you will work with a senior analyst as part of the sector research team. Your main responsibilities will include gathering, tracking, and analyzing relevant data, updating models/analysis, and presenting findings to internal clients. This will enable Barclays Research to provide advice to clients for making the best investment decisions. As a Research Analyst, you should have experience in assisting the team with managing stocks under their coverage to produce meaningful research that aids clients in making investment decisions. You will be responsible for creating and updating models/spreadsheets related to valuation and research forecasts. Additionally, gathering sector-relevant data, helping build thought processes around specific themes, and compiling historical data for forecasting purposes are key aspects of the role. Furthermore, you will be expected to update and maintain databases, assist with adhoc analysis, monitor market news, and summarize the impact on the sector or coverage universe. Strong analytical skills, a deep understanding of financial terms, proficiency in building financial models using MS Excel, excellent communication skills, and the ability to work in a time-sensitive environment are essential for success in this role. Other valued skills include assisting with the preparation of research reports and industry primers, proficiency in stakeholder management and leadership, and knowledge of the banking sector and valuation methods. The role may require mandatory regulatory qualifications and will be based in Mumbai. As a Research Analyst at Barclays, your primary purpose will be to produce and deliver research with differentiated market insights and actionable ideas to Barclays clients. Your accountabilities will include analyzing market, sector, corporate, and economic data, presenting research views to clients, engaging with stakeholders, providing insights, and collaborating with internal teams to ensure compliant delivery of research. You are expected to have an impact on related teams, partner with other functions, take responsibility for operational activities, and escalate breaches of policies when necessary. In addition, you should advise on decision-making, manage risk, strengthen controls, and maintain a good understanding of the organization's products and processes. Demonstrating the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset to Empower, Challenge, and Drive, is crucial for all colleagues. By embodying these values and mindset, you will contribute to a positive and high-performing work environment at Barclays.,

You are invited to join our team in Hyderabad as a Manager, overseeing the product, finance, and investments functions. The role requires a meticulous and analytical individual who will contribute to decision-making processes through financial modeling, data analysis, and report creation. Your strong analytical skills, deep financial knowledge, and proficiency in financial tools will be essential as you lead a team of analysts and manage project planning and execution. Your responsibilities will include understanding client needs, regulatory compliance, and product requirements translation. You will collaborate with senior management to develop product roadmaps, prioritize tasks, and monitor progress. Detailed financial analysis, model development, trend identification, and report preparation will be key aspects of your role. Effective communication with clients, collaboration with cross-functional teams, and documentation maintenance will also be crucial responsibilities. To be successful in this role, you should hold a Bachelor's degree in Finance, Accounting, Economics, Maths, Statistics, or related fields, along with 5+ years of experience in financial analysis or a similar role. Proficiency in financial modeling, Microsoft Excel, and other MS Office tools is required, as well as knowledge of accounting principles and financial statements. Strong communication skills, attention to detail, time management, and leadership abilities are essential to meet deadlines and deliver high-quality results. If you are ready to take on this challenging yet rewarding position, we look forward to receiving your application and having you on board to contribute to our team's success.,

Seeking candidates from equity research domain with 3 to 7 Years of experience Contact/Whatsapp +919154254764 / evelyn@livecjobs.com *JOB IN HYDERABAD/ GURUGRAM* Required Candidate profile - Education MBA/CFA/CA from tier 1 colleges - Expertise in building financial models and perform valuations-related analysis - Candidates from Oil & Gas sector will be highly preferred

About the Company Axience is a professional business services firm, established with a credo of delivering Integrated Bespoke Solutions for our clients. We provide high-quality bespoke and boutique style financial and business research services and have established ourselves as a well-regarded research firm delivering value-added and complex work to a strong client base, through a highly capable analyst and management team. Our main office is located in Mumbai (India), along with small capabilities in Dubai (UAE) and Cluj Napoca (Romania). Our Financial Research Team The team supports reputable clients in the financial services industry including private equity and debt funds, investment banks, asset managers, and family offices, among others. Our clients are spread across Europe, the US, and the Middle East. As part of a team working on a variety of long-term and short-term engagements for global financial services firms/investors, you will gain extensive exposure to truly global professional standards. Position: VP / SVP Financial Research A VP / SVP at Axience is hired typically from peer groups or related backgrounds, with one of the key attributes being experience and expertise in areas such as equity/credit analysis (public or private), financial modeling, valuations, and investment report writing. Responsibilities will include (but not be limited to): - Work on projects such as supporting private equity clients in identifying and evaluating investment opportunities; similarly, working with investment banking/corporate advisory clients in pitching investment ideas. - Supporting sell/buy-side equity research clients in initiating coverage, annual/quarterly maintenance of models and reports, sector studies, and various thematic reports. - Work hands-on on complex projects requiring high levels of financial research expertise, as well as guide and supervise analysts. - Manage projects end-to-end from scoping and execution to keeping internal stakeholders updated and communicating directly with the client. - Assist in proposal preparation, work allocation among analyst team, work review, and finalization of deliverables. - Train, mentor, and monitor junior analysts. Academic and professional background: 8+ years of relevant experience for VP and 10+ years for SVP; prior experience of working in KPOs/captive offshore units of international investment banks/brokerage houses will be given preference. Experience in one or more of the following: - Sell/buy-side equity or credit research with highly developed financial modeling and report writing skills. - M&A analysis (for private equity, corporate finance advisory/investment banking clients) company and industry analysis, pitch book/IM/IC memos, financial modeling, valuations. MBA from top-tier colleges with a strong academic record; CFA highly preferred. Required skills: - Exceptional oral and written communication skills (English). - Quantitative analytical skills. - Ability to balance hands-on and hands-off approach. - Should be proactive in prioritizing and organizing tasks to meet deadlines while working on multiple projects. - Superior analytical, interpersonal skills, and ability to dig deeper into problems and suggest solutions. - Ability to work on unstructured situations and projects. Contact Candidates can also send their CV directly to fr.openings2@axience.com with the appropriate subject line, for a faster response. Other Requirements Only Mumbai-based candidates or those that are willing to relocate will be considered.,

Key Responsibilities : Lead assignments in the Corporate Finance domain, including information memorandums, financial models, teaser documents, business valuations, financial due diligence, financial feasibility studies, and business plans. Coordinate fieldwork by scheduling and gathering required information, understanding client business needs, and completing assignments within agreed timelines. Prepare and complete project engagement formalities, conflict of interest documents, and client acceptance/engagement letters. Maintain thorough knowledge of market practices, processes, and procedures, and ensure project documentation and electronic filing adhere to BDO guidelines. Understand client requirements in detail, discuss with colleagues, organize ideas logically, and present thoughts rationally and confidently. Review deliverables to ensure high-quality output for Managers/Partners. Handle multiple engagements effectively, resolve technical or project management issues, and promote collaboration. Anticipate client needs, propose relevant services and solutions proactively, and exceed client expectations by displaying a high level of commitment and technical knowledge. Required Skills : Proven experience in the Corporate Finance domain. Strong understanding of financial models, business valuations, and due diligence processes. Excellent project management and organizational skills. Ability to handle multiple engagements simultaneously. Strong communication and interpersonal skills. Demonstrated ability to collaborate and find solutions to technical issues. Commitment to maintaining high-quality deliverables and exceeding client expectations. CA/CFA qualification is mandatory.

As a Research Analyst at Barclays, you will work closely with a senior analyst as part of the sector research team. Your primary responsibilities will involve gathering, tracking, and analyzing relevant data to update models and analysis. You will be expected to present your findings to internal clients, enabling Barclays Research to provide valuable advice to clients for making informed investment decisions. To excel in this role, you should possess the following key skills: 1. Assisting the team in managing stocks under coverage to produce meaningful research that aids clients in making investment decisions. 2. Creating and updating models and spreadsheets related to valuation and research forecasts. 3. Gathering sector-specific data on pricing, promotions, and other relevant factors. 4. Helping the team develop a comprehensive thought process around specific themes or future challenges. 5. Compiling historical data on stocks and companies from publicly available sources and making forecasts based on available information. 6. Updating and maintaining databases to track relevant financial, economic, or other indicators within the sector or region under coverage. 7. Assisting with ad hoc analysis as required by senior analysts or in response to client queries. 8. Monitoring market news to summarize and assess its impact on the sector or coverage universe. In addition to these skills, the following attributes are highly valued for this role: 1. Assisting with the preparation of research reports, industry primers, and marketing presentations. 2. Strong understanding of financial terms, valuations, and balance sheets. 3. Proficiency in building financial models, MS Excel, and MS Office applications. 4. Excellent written and verbal communication skills. 5. Knowledge of the banking sector, valuation methods, and industry drivers is beneficial. 6. Demonstrated ability to work effectively in a time-sensitive environment. 7. Ability to collaborate and work well in a team setting. 8. Proficiency in stakeholder management, leadership, decision-making, problem-solving, and risk control. This position is certified under the PRA & UK Financial Conduct Authority regulations and may require mandatory regulatory qualifications. The role is based in Mumbai. The purpose of this role is to produce and deliver research with unique market insights and actionable ideas to Barclays clients. Your responsibilities will include analyzing market, sector, corporate, and economic data to develop investment theses, presenting research views to clients, engaging with stakeholders, providing insights to internal clients, and collaborating to ensure compliant delivery of research. As an Analyst, you will have an impact on related teams, partner with other functions, take ownership of operational activities, and contribute to risk management. You will be expected to demonstrate Barclays" values and mindset - Respect, Integrity, Service, Excellence, Stewardship, Empowerment, Challenge, and Drive - in your daily work and interactions.,

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As a Senior Manager in Valuations VME at Strategy and Transactions, Global Delivery Support (GDS), you will be a CA/CFA/ACCA/MBA Finance professional with over 14 years of experience in valuation, team building, and management. Your key responsibilities will include leading valuation engagements for financial reporting, M&A, and other corporate finance purposes. Additionally, you will be tasked with building and managing a high-performance team of valuation professionals, guiding them on technical and non-technical matters, staying updated with current business and economic developments, building business with onshore teams, and fostering continuous learning and innovation. We are looking for individuals with an agile, growth-oriented mindset, who are curious, purpose-driven, inclusive, and initiative-taking. To qualify for this role, you must have a strong background in performing valuations, knowledge of IFRS accounting standards, sector valuation acumen in Real Estate, Hospitality, and Construction, proficiency in building and reviewing financial models, and experience in training, mentoring, and managing teams. In this role, you will use your excellent written and oral communication skills, strong work ethic, adaptability to new challenges, interpersonal and leadership skills, and willingness to travel within the MENA region, including Saudi Arabia. Proficiency in analytical tools such as PowerBI and Power Query, along with basic spoken Arabic language skills, will be advantageous. Join EY in building a better working world, where diverse teams help clients grow, transform, and operate across assurance, consulting, law, strategy, tax, and transactions.,

As a member of the Deal Advisory team at our prestigious Management consulting/Professional Services firm, your primary focus will be on Corporate Finance in Gurgaon. You will be responsible for end-to-end deal execution, deal advisory, fund raising, and investment banking activities. This client-facing role will involve working closely with designated Partners and/or Directors in the Corporate Finance team to support client projects and business development initiatives. While collaborating with your reporting seniors, you will also have the opportunity to independently manage projects and contribute to business development efforts. Your key responsibilities will include handling the on-ground execution of client assignments, analyzing the financial and operational status of portfolio companies to recommend strategic options, preparing pitch presentations for new mandates, and engaging in outreach activities to potential clients and investors. You will play a crucial role in finalizing fund-raising and M&A transactions, building a robust pipeline of opportunities, and staying updated on industry trends and regulatory changes relevant to your role. To excel in this role, you should possess 5-8 years of post-qualification experience in Mergers & Acquisitions, Corporate Finance, PE Fund raising, and Valuations. Your track record should demonstrate successful completion of M&A and fund-raising transactions, showcasing your strong business acumen, analytical skills, strategic thinking, and ability to work effectively under pressure. Proficiency in business modeling, valuations, and industry research is essential, along with advanced skills in Microsoft Excel, Word, and PowerPoint. The ideal candidate will hold a CA qualification (preferably cleared in the first attempt) or an MBA from a reputable institute. Additionally, you should exhibit exceptional soft skills such as interpersonal, communication, and teamwork abilities. Your willingness to work diligently, meet stringent deadlines, and adapt to demanding client conditions will be critical for success in this dynamic environment.,

Assistant Manager / Manager Corporate Finance /Valuations/Private Equity/Real Estate Financing. A. Corporate Finance / Valuations/Private Equity/Real Estate Financing. Understanding the requirement of the client, Appraisal and assessment of Loan (Term Loan/Working Capital) / Equity and Structured Finance Requirement. Structuring the proposal, Due Diligence, preparing Information Memorandum, Teasers, Financial model, Ratio Analysis and Valuation. Obtaining and negotiating Term Sheet /Sanction letter. Documentation and disbursement. B. Capital Market Due Diligence AIFs Review of the Placement Documents Secretarial and Legal Compliances Preparation of Legal Documents Key Skills required: Preparation of Project Report, Financial Models & Valuations Preparation of Information Memorandum, Credit Appraisal Note & TEV Studies Experience of interacting and maintaining relationship with Banks/FIs/Structured Finance Group/Private Equity Funds Understanding of Financial Reports/Balance Sheet, assessing the requirement of funds / loan / Equity Experience in Due Diligence and handling of similar assignments with good communication Skills Review of the Documents and suggesting improvement in terms of the regulations Semi Qualified CA or CS/Fresher CA or CS / CA with prior experience in similar field

Responsibilities: Develop accurate and comprehensive financial models using Argus Enterprise software for existing and potential commercial real estate investments. Conduct detailed cash flow analysis, valuations, and sensitivity analysis to assess investment feasibility and performance. Collaborate with the acquisitions and asset-management teams to validate property financials and assumptions. Generate reports and presentations to communicate investment findings and recommendations to stakeholders. Continuously monitor and update property-level financial models to reflect market changes, lease updates, and other pertinent information. Assist in due diligence and underwriting processes, including property financial analysis and market research. Maintain and enhance the integrity of the Argus database by ensuring accurate property data inputs and ensuring consistency across all models. Stay updated with industry trends, market conditions, and best practices related to financial modeling and Argus software. Requirements: Bachelors degree in finance, Real Estate, or a related field. 3-5 years of experience in financial analysis and modeling, preferably in the commercial real estate industry. Strong proficiency in using Argus Enterprise software for financial modeling. Excellent quantitative and analytical skills, with a keen attention to detail. Advanced knowledge of Excel, including financial functions and macros. Familiarity with real estate valuation methods and understanding of property-level financials. Ability to multitask and work effectively in a fast-paced environment with tight deadlines. Strong communication skills, both written and verbal, with the ability to articulate complex financial concepts to non-financial stakeholders. Strong teamwork and collaboration skills, with the ability to work effectively in cross-functional teams.

About the Department CFO Office Services is one of the vital service lines offered by TresVista to its clients, providing fund administration, management company accounting, corporate accounting including FP&A, Treasury and other allied activities performed which assists the CFOs office at the clients end. The delivery team comprises highly skilled accounting professionals intended to function as an extension of the clients team and further supported by additional value-added functions. The department serves various clients across Public and Private Equity, Investment Banks and other Corporates, Wealth Management Firms and Portfolio companies Responsibilities Assumed: Project Management: Determining the scope of engagements, delivering project plans to clients, managing timelines, and driving deliverables through plans Handling accounting of funds and multiple investment companies (SPVs) Managing and reviewing projects relating to calculation of net assets values, reconciliation of capital calls and distributions, partner capital statements, cash, and bank account reconciliation, preparation of monthly/quarterly financial reporting packages, journal entries, calculation of management fees, carried interest and waterfall Being efficient in managing the execution of all key aspects of client deliverables Communicating directly with senior professionals such as CFOs, controllers, and accounting managers Ensuring all scheduled work is completed by agreed deadlines, checklists are signed, and files contain all required details Managing Client Relationships: Acquiring knowledge of clients operations and general strategy Building and managing relationships with existing clients Understanding the overall goals of the transaction and client relationships Team Management and Leadership: Managing/mentoring a team of Analysts/Associates and reporting to the Management Driving projects and process improvements Monitoring procedures and controls within the team and reviewing and approving the teams work daily within the stated departmental guideline Prerequisites: Excellent communication skills Strong grasp of various aspects of finance and an analytical ability Commitment and ownership Strong eye for detail and ability to multi-task Ability to meet client-driven deadlines (demanding hours requiring time management skills) High levels of honesty & integrity, ability to lead a team and self-drive are essential Experience 7 to 11 years of work experience with a Bachelors degree CA/MBA in Finance with 6+ years of work experience preferred Education CA / MBA (Finance) Compensation The compensation structure will be as per industry standards

Min exp 1 year in Valuation, DCF, Excel Along with Real Estate / Private Equity domain Package upto 13 lpa 4 plus years exp-18 lpa Master’s degree – Major/Minor in Finance, Banking or Mathematics is a plus Bangalore location Required Candidate profile Proficient clarity basics of Financial statements • Previous background within a valuation or reporting role is a plus • CFA designation Drop cv on supreetbakshi@imaginators.co

Role & responsibilities 1. Operational & Technical Management: Manage and supervise valuation assignments across real estate, plant & machinery, and other asset classes. Ensure accuracy, quality, and compliance of valuation reports with applicable standards. Review and sign-off reports before client submission. Maintain TAT (Turnaround Time) and service-level agreements. 2. Team Leadership & Development: Lead, mentor, and manage a team of valuation professionals and support staff. Conduct regular training, knowledge-sharing sessions, and performance reviews. Allocate resources and assignments efficiently to ensure balanced workloads. 3. Business Development & Client Management: Build and maintain relationships with banks, NBFCs, legal firms, corporates, and developers. Drive branch revenue through new business acquisition and cross-selling. Handle client escalations and ensure high client satisfaction. 4. Complience & Risk Management: Ensure adherence to internal policies, regulatory guidelines (e.g., RBI, SEBI), and professional standards. Implement risk mitigation measures related to valuations and reporting. 5. Reporting & Coordination: Provide regular MIS and operational reports to the Accounts management. Coordinate with cross-functional departments. Location: This role is based in Tamil Nadu (Chennai/ Madurai). Salary: No bar for the right candidate Qualification & Education: 1. Bachelors/Masters Degree in Civil Engineering, Architecture, Valuation, or related field. 2. Minimum 5- 15 years of experience in the valuation industry with at least 5 years in a leadership/managerial role. 3. Strong understanding of valuation methodologies, property markets, and regulatory frameworks. 4. Demonstrated leadership and managerial skills with the ability to inspire and motivate a team. 5. Excellent analytical skills and attention to detail. Preferred candidate profile 1. Lead and manage the technical valuation operations within the designated zone. 2. Oversee the appraisal and assessment of retail properties and property mortgage. 3. Ensure compliance with regulatory standards and company policies. 4. Train and evaluate the proficiency levels of the team on a regular basis. 5. Maintain TAT targets for the technical evaluation process. 6. Collaborate with senior management to develop and implement strategic initiatives. 7. Conduct quality assurance reviews to maintain high standards of valuation accuracy. 8. Maintain an MIS related to the technical evaluation. 9. Handle complex valuation cases and provide recommendations as necessary. 10. Monitor handling of fraud cases on the technical front i.e. identification, handling, reporting and facilitating closure as per the action decided. 11. Stay updated with industry trends and changes in valuation methodologies. Perks and benefits As per industry norms Contact Person Interested candidates may reach out to Mr. Avinash Anand and send their CVs along with a cover letter to hr.formulaic@gmail.com

About the Role: Grade Level (for internal use): 08 Department overview S&P Global's Market Intelligence Group empowers a diverse spectrum of private equity and venture capital firms to control their data more effectively and drive internal analytics and insights. Whether it is for portfolio analytics, valuations, investor reporting, or on-demand insight into operating metrics of a specific asset, this team is at the forefront of the FinTech space. Position summary Within the Data, Valuation and Analytics (DVA) division, the Valuation Services team islooking foran analyst to deliver valuation services and support to a roster of marquee Venture Capital/Private Equity clients spread across the US and APAC regions. The analyst will be working on ASC 820 valuations for fair value reporting and providing support to clients on portfolio valuation projects. Duties & accountabilities Gather and review underlying source data for the purpose of completing valuations of privately- held companies. Perform portfolio valuations for VC/PE funds, and business valuations of early-stage venture-backed companies with complex capital structure and illiquid classes of stock. Work with the Valuation team to complete valuations reports that adhere to all AICPA standards pertaining to Fair Value Assist the Implementation team with interpretation of financial and legal documents used for onboardingclients to the platform. Assist the Client Support Manager with client request resolution. Contribute to the design and enhancement of the proprietary models and software platforms used to perform valuations. Education and Experience Post-Graduation in Finance/Accounting - MBA/PGDBM from an accredited college or university is strongly preferred. CFA/CPA or any of the levels cleared therein would be an advantage. Strong understanding and hands on experience of various business valuation methods Prior 409A /ASC 820 valuation experience a plus A flair for mathematical techniques and an analytical background. Knowledge of quantitative models like Black-Scholes OPM A basic understanding of the Venture Capital and Private Equity space Strong proficiency in Microsoft Excel and a conceptual understanding of the SaaS business model Personal competencies Excellent verbal and written communication skills Strong analytical and problem-solving skills The ability to work in an efficient and responsible manner.Extreme attention to detail and an ability to document processes. Experience of working effectively with others in a team setting while under the pressure of deadlines Willingness to work long hours at critical times (i.e., quarterly reporting) based on need. Positive attitude, exceptional drive and stamina Intellectual curiosity and inquisitiveness Shift Timings - 1030 AM to 730 PM