Analyst/Sr Analyst - Valuation

Linedata; Maharashtra; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Linedata in Mumbai seeks an Analyst – Valuation to support valuation and monitoring services for portfolio investments. You will develop financial models, create valuation memos, and present findings to senior investment professionals in a global asset management setting.

The role requires hands-on experience in valuation, strong Excel skills, and the ability to work with diverse stakeholders. MBA in finance and CFA Level II are preferred prerequisites.

Qualifications

• MBA or equivalent qualification in finance from a reputed institution.
• Bachelor's degree in finance, accounting or economics.
• CFA (Level II) completed.

Responsibilities

• Perform valuation on illiquid investments across various industries.
• Prepare and update valuation models, detailed memos, and presentations.
• Independently gather data pertinent to the investments/models.
• Address client queries in a clear and concise manner.
• Prioritizing and executing multiple assignments, including ad-hoc projects, within tight deadlines.
• Adhering to high-quality standards and industry best practices.

Skills

Valuation

Financial modelling

Excel modelling

Attention to detail

Communication skills

Team player

Independent work

Education

MBA in finance

Bachelor's in finance, accounting or economics

CFA Level II completed

Tools

Bloomberg

CapIQ

Thomson Reuters

VBA macros

Job description

About Us

WHY LINEDATA ?

Join us in shaping the fintech of tomorrow.

With more than 1,350 colleagues across 20 locations worldwide, you'll help build cutting-edge platforms and tailored services that power the daily operations of 700 leading financial institutions. As a global, multicultural company with over 45 nationalities represented and just as many languages spoken, we thrive on diverse perspectives and collaboration. Together, we tackle future-focused topics like Al and the digitalization of finance, delivering smart solutions for our customers.

Whether you're just beginning your career or are an experienced professional, Linedata offers exposure to large-scale client projects, internal mobility and opportunities to develop your skills alongside leading experts.

ANALYST – VALUATION

MUMBAI, INDIA

At Linedata we believe finance matters to our society as much as energy to life and fueling financial transformation is vital for development and leadership. We humanize technology. We are passionate experts who provide the investment management and credit communities with innovative, user-friendly products which help their businesses grow in over 50 countries.

We employ more than 1300 employees representing 40 nationalities spread throughout our offices in 14 countries. We believe in mobility, diversity & team work.

Our mission is to continue to find new ways to create and build flexible, mission critical software and services and to stay on the cutting edge of the financial software space.

JOIN THE MOVEMENT

We are transforming the financial services community which is in constant evolution. Like professional dancers we are experts in our field and are defining new pathways for financial services to serve the world. With our agility we make technology simple & accessible for our users. We all work together to achieve the best solutions for our clients.

Tell us what your ambitions are, we will choreograph your career and take it to the next level!

The Role

You will join a team of analysts working closely with senior investment professionals of a global asset manager. You will be responsible for providing valuation and monitoring services for the portfolio investments of the Client. The role spans across different aspects of valuation – initiating/maintaining financial models and preparing valuation memos across sectors. You are also expected to proactively engage with different stakeholders to ensure well informed and timely investment decision making by the Client. You are required to take complete ownership of the deliverables and demonstrate high-quality standards with utmost integrity.

Responsibilities

• Performing valuation on a range of (illiquid) investments across various industries
• Preparing and updating valuation models, detailed memos, and presentations
• Independently gathering data pertinent to the investments/models
• Addressing client queries in a clear and concise manner
• Prioritizing and executing multiple assignments, including ad-hoc projects, within tight deadlines
• Adhering to high-quality standards and industry best practices

Skills Required

• Sound experience in valuation and financial modelling (discounted cash flows, market multiples, market transactions) (up to 2 years)
• Exposure to US/European primary and secondary markets
• Strong excel modelling and analytical skills
• High level of attention to detail
• Ability to independently execute assignments under tight deadlines
• Excellent verbal and written communication skills
• Team player with a professional demeanour

Advantageous Skills

• Knowledge of third-party databases such as Bloomberg, CapIQ, Thomson Reuters, etc.
• Hands-on experience on VBA macros
• Sector knowledge - Real Estate, Shipping, Aircraft, and Oil & Gas

Academic Requirements

• MBA or equivalent qualification in finance from a reputed institution
• Bachelor's degree in finance, Accounting or Economics & CFA (Level II completed)