Associate - Valuation - BFS

Associate -Valuation

Job Location: Mumbai

Job Type: Permanent

Job Responsibilities:

- Identifying relevant comparable public companies and M&A transactions within parameters established by valuation advisory project teams, based upon information services along with knowledge of the appropriate Standard Industrial Classification and other methods, as appropriate

- Reviewing client investment memoranda, board of directors' presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed

- Supporting valuation teams, which provide valuations of illiquid debt and equity securities and business development companies in connection with fair value reporting of the funds' assets to investors

- Compiling statistical summaries of companies' financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and / or using the company's standard formats and presentations

- Constructing & reviewing valuation and other financial analyses, researching and providing information on (a) general economic conditions, (b) industry-specific conditions and trends, (c) acquisitions and divestitures within specific industries, and (d) various investment attributes of publicly traded and privately held securities

- Participating in telephonic and in-person due diligence meetings / discussions, communicating with clients, and responding to auditor questions regarding valuation analyses

- Designing and drafting client deliverables, assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda

- Performing other ad-hoc research, financial statement analytics, quantitative and qualitative assessments, and support for the project teams as required

Job Requirement

- Bachelor's or Master's degree (in Finance a plus)

- 3+ years of experience in portfolio valuation

- Experience with the Big 4 is preferred

- CFA pursing / CFA / CA preferred

- Understanding of alternative investment strategies and products across equity, preferred credit, real estate, and other asset classes

- Prior work experience at an accounting or valuation firm in a valuation capacity is a plus

Strong analytical abilities

- Fluent in English (excellent verbal and written communication skills)