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Team lead / Manager Valuation

CCaventus Asset ManagementBengaluru, Karnataka🇮🇳India

Why this role stands out

You'll lead complex financial instrument valuation projects, developing your expertise in diverse asset classes and modeling techniques within a reputable firm. This hybrid role is perfect for a mid-senior finance professional with 3-5 years of valuation experience who thrives on analytical challenges and wants to grow into client-facing responsibilities. Apply now to contribute to impactful financial reporting and transaction engagements.

Quick overview

SeniorityMid Senior
Work modeHybrid
LocationBengaluru, Karnataka, India
Microsoft OfficeStrategic PlanningMicrosoft Excel

Job description

  • Work on complex financial instrument valuation engagements, including valuations of equity, debt, derivatives, structured financial products, contingent considerations and hybrid securities for financial reporting and transactions.
  • Review third-party business valuations for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps, etc.), and strategic planning purposes
  • Strong understanding of DCF, binomial, and option pricing modelling techniques.
  • Demonstrate general knowledge in business valuation analyses using DCF, publicly-traded guideline company method, and comparative M&A transactions method.
  • Perform market, industry, and economic research and analyses
  • Review and summarize financial, corporate, and legal agreements and other documents
  • Write narrative valuation reports and memorandums
  • Explore and learn about the valuation issues in different industries for operating businesses, renewable energy systems and fractional interests in real estate
  • Maintain active communication with supervisors throughout engagements and begin to develop client relationships
  • Bachelor’s degree in Finance, Applied Mathematics, or other quantitative finance major, or Economics with a strong interest in pursuing professional designation; Master’s degree is a plus.
  • Experience with valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt, etc.) and related methodologies/ models/ software (Monte Carlo simulation, Binomial Models, Thomson Reuters or Bloomberg).
  • 3-5 years valuation experience with a Big 4 or Top 20 public accounting and advisory firm.
  • Demonstrated experience in both performing valuations and reviewing common stock, debt and derivative valuations, etc.
  • Experience working with Capital IQ.
  • Highly Proficient in Microsoft Office, especially Excel and Word
  • Good understanding of the accounting standards related to financial instruments and valuations is a plus.
  • Ability to work on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environment
  • Excellent written, interpersonal, and presentation skills
  • Python programming/coding is a plus
  • Individuals on the path to obtaining the CFA qualification is a plus.
    This job description is not an exhaustive list of all responsibilities, and duties may change

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