Research Analyst II – Valuations

Jobtailor; Gurugram District; On-site; INR 900,000 - 1,800,000; Full time

Job summary

Jobtailor seeks a detail-oriented valuation professional to perform private company valuations and venture-backed portfolio assessments. The role emphasizes strong Excel modeling, adherence to AICPA Fair Value standards, and collaboration with onboarding and client-support teams.

The candidate should have CFA/CPA advantages, deep knowledge of valuation methods, and familiarity with 409A/ASC 820. Expect cross-region engagement and a focus on accuracy and process documentation.

Qualifications

• CFA/CPA or levels cleared would be advantageous.
• Strong understanding of various business valuation methods.
• Experience with 409A/ASC 820 valuations is a plus.
• Strong mathematical and analytical background.
• Knowledge of quantitative models such as Black-Scholes/OPM.
• Understanding of venture capital and private equity space.
• Excellent communication skills, both verbal and written.
• Ability to work under deadline pressure in a team setting.

Responsibilities

• Valuate privately held companies and perform valuations for VC/PE funds.
• Conduct portfolio valuations for VC/PE clients.
• Prepare valuation reports adhering to AICPA Fair Value standards.
• Assist onboarding by interpreting financial and legal documents.
• Support client service by addressing queries and requests.
• Contribute to design and enhancement of valuation models and platforms.
• Deliver valuation services to US and APAC clients.
• Support ASC 820 fair value reporting and related projects.

Skills

Business valuation

Financial modeling

Quantitative analysis

Microsoft Excel

Valuation reporting

Team collaboration

Communication skills

Problem solving

Attention to detail

SaaS business model understanding

Education

CFA/CPA certification

Tools

Microsoft Excel

Job description

Responsibilities

• Gather and review underlying source data to complete valuations of privately held companies
• Perform portfolio valuations for VC/PE funds
• Perform business valuations of early-stage venture-backed companies with complex capital structures and illiquid classes of stock
• Complete valuation reports adhering to AICPA Fair Value standards
• Assist the Implementation team with interpreting financial and legal documents for client onboarding
• Assist the Client Support Manager with resolving client requests
• Contribute to the design and enhancement of proprietary valuation models and software platforms
• Deliver valuation services and support to Venture Capital and Private Equity clients across US and APAC regions
• Provide support on ASC 820 fair value reporting and portfolio valuation projects

Requirements

• CFA/CPA or any levels cleared therein would be an advantage
• Strong understanding and hands-on experience with various business valuation methods
• Prior 409A/ASC 820 valuation experience is a plus
• Mathematical techniques and an analytical background
• Knowledge of quantitative models such as Black-Scholes OPM
• Basic understanding of the Venture Capital and Private Equity space
• Strong proficiency in Microsoft Excel
• Conceptual understanding of the SaaS business model
• Excellent verbal and written communication skills
• Strong analytical and problem-solving skills
• Ability to work efficiently and responsibly
• Extreme attention to detail and ability to document processes
• Experience working effectively with others in a team setting under deadline pressure
• Willingness to work long hours at critical times, such as quarterly reporting
• Positive attitude, exceptional drive and stamina
• Intellectual curiosity and inquisitiveness
• Willingness to work 10:30 AM to 7:30 PM shift timings

Core Competencies

Demonstrates expertise in business valuations, particularly for early-stage venture-backed companies, while adhering to AICPA Fair Value standards. Proficient in quantitative models and Microsoft Excel, with strong analytical skills to support valuation services for Venture Capital and Private Equity clients.

Highest-signal resume keywords

• CFA/CPA Certification
• Business Valuation Methods
• 409A/ASC 820 Valuation ExperienceMicrosoft Excel Proficiency
• Quantitative Models Knowledge

ATS Optimization Keywords

Hard Skills

• Business Valuation
• Portfolio Valuation
• Valuation Reporting
• Quantitative Analysis
• Mathematical Techniques
• Valuation Models Design
• Financial Document Interpretation
• Valuation Services Delivery
• AICPA Fair Value Standards
• SaaS Business Model Understanding

Soft Skills

• Analytical Skills
• Problem-Solving Skills
• Attention to Detail
• Team Collaboration
• Communication Skills

Certifications & Qualifications

• CFA
• CPA

Industry Keywords

• Venture Capital
• Private Equity
• Fair Value Reporting
• ASC 820
• 409A Valuation