Associate – Structured Products & Portfolio Valuation A Client Of Exponent Consulting Pvt Ltd

The Corporate Institute; Mumbai; On-site; INR 1,000,000 - 1,800,000; Full time

Job summary

The Corporate Institute is seeking a Corporate Valuation Analyst to prepare, complete, and review financial models and valuation analyses for complex debt and structured finance assets. The role involves writing and reviewing valuation reports, preparing presentations, and maintaining valuation databases while coordinating with the team and clients.

You will analyze market trends, improve valuation methods, and contribute to marketing materials for client meetings, leveraging strong Excel,

Qualifications

• Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparables).
• Proficiency at financial modeling with advanced Excel skills
• Two to five years of structured products experience
• Structuring, trading, or whole loan modelling experience desirable
• Strong writing skills and experience with PowerPoint and Microsoft Word
• Effective organizational skills and the aptitude to manage people and work products
• Strong communication skills and experience interacting with teammates and clients
• Four to six years of professional experience in valuations preferred, but not required
• Bachelor’s degree in Finance, Accounting, Mathematics, Statistics, or Economics from top tier institution; strong academic record (both undergraduate and graduate)

Responsibilities

• Preparing, completing, and reviewing financial models and sophisticated valuation analyses.
• Writing and reviewing valuation reports and presentations.
• Valuation and analysis of mortgage whole loans, student loans, consumer loans, RMBS, CMBS, CLO, ABS, and other structured finance securities.
• Drive the development and refinement of valuation models and approaches to determine valuation inputs.
• Coordinating recurring valuation projects with team members including providing oversight to analysts.
• Interacting with clients and preparing deliverables.
• Maintaining proprietary valuation databases.
• Tracking the capital markets and analyzing any changes within the markets.
• Preparing marketing materials for meetings with potential clients.

Skills

Financial analysis

Valuation methodologies

Excel modeling

Structured products

Client communication

Team coordination

Writing skills

Education

Bachelor’s degree in Finance/Accounting/Math/Stats/Econ

Tools

PowerPoint

Microsoft Word

Excel

Job description

Key Responsibilities:

• 1. Preparing, completing, and reviewing financial models and sophisticated valuation analyses.
• 2. Writing and reviewing valuation reports and presentations.
• 3. Valuation and analysis of amongst other things, mortgage whole loans, student loans, consumer loans as well as RMBS, CMBS, CLO, ABS, and other structured finance securities.
• 4. Drive the development and refinement of valuation models and approaches to determine valuation inputs, including loss and prepayment vectors, as well as appropriate secondary market spreads.
• 5. Coordinating recurring valuation projects with team members including providing oversight to analysts.
• 6. Interacting with clients and preparing deliverables.
• 7. Maintaining proprietary valuation databases.
• 8. Tracking the capital markets and analyzing any changes within the markets.
• 9. Preparing marketing materials for meetings with potential clients.

Qualifications:

Interested candidates should meet the following requirements:

• 1. Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
• 2. Proficiency at financial modeling with advanced Microsoft Excel skills
• 3. Two to five years of structured products experience
• 4. Structuring, trading, or whole loan modelling experience desirable
• 5. Strong writing skills and experience with PowerPoint and Microsoft Word
• 6. Effective organizational skills and the aptitude to manage people and work products
• 7. Strong communication skills and experience interacting with teammates and clients
• 8. Four to six years of professional experience in valuations preferred, but not required
• 9. Bachelor’s degree in Finance, Accounting, Mathematics, Statistics, or Economics from top tier institution; strong academic record (both undergraduate and graduate)