Equity Portfolio Valuations - AM

Promaynov Advisory Services Pvt. Ltd; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Promaynov Advisory Services Pvt. Ltd is seeking an Assistant Manager for Portfolio Valuations in Mumbai. The role involves leading end-to-end valuation engagements, reviewing analyses, and mentoring valuation professionals within the team.

The ideal candidate should hold a CA, CFA, or MBA in Finance & Investment Management with 5-8 years of relevant experience. Strong understanding of equity valuation methodologies and client interactions are essential. Join us to enhance our valuation practice.

Qualifications

• 5-8 years of experience in portfolio valuations, investment valuations, or business valuation roles.
• Strong understanding of equity valuation methodologies and valuation review processes.
• Prior experience managing teams and interacting with clients/stakeholders preferred.

Responsibilities

• Lead end-to-end valuation engagements involving illiquid investments and equity valuation portfolios.
• Review valuation analyses and evaluate third-party valuation reports.
• Ensure timely and high-quality delivery of valuation projects.

Skills

Portfolio valuations

Equity valuation methodologies

Team management

Stakeholder communication

Education

CA / CFA / MBA (Finance & Investment Management)

Job description

Assistant Manager - Portfolio Valuations

Job Description

• Lead end-to-end valuation engagements involving illiquid investments and equity valuation portfolios.
• Review valuation analyses and evaluate third-party valuation reports.
• Ensure timely and high-quality delivery of valuation projects.
• Mentor and guide valuation professionals within the team.
• Manage project workflows, resource utilization, and stakeholder communication.
• Act as the primary point of contact for global teams and project stakeholders.
• Support recruitment, performance management, training, and team development initiatives.
• Contribute to process improvement and team-level strategic initiatives.
• Build and maintain strong relationships with key stakeholders.

Qualifications

Education

CA / CFA / MBA (Finance & Investment Management)

Experience

• 5-8 years of experience in portfolio valuations, investment valuations, or business valuation roles.
• Strong understanding of equity valuation methodologies and valuation review processes.
• Prior experience managing teams and client/stakeholder interactions preferred.