Research Analyst II - Valuations

S&P Global Market Intelligence; Hyderabad, Gurugram District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

S&P Global Market Intelligence in Hyderabad seeks an analyst within the Private Markets division to deliver valuation services for a portfolio of marquee VC/PE clients across the US and APAC, focusing on ASC 820 fair value reporting.

You will gather and review source data, perform portfolio and business valuations with complex cap structures, help prepare valuation reports in line with AICPA standards, and assist onboarding, with a strong emphasis on Excel proficiency.

Qualifications

• CFA/CPA or levels cleared would be advantageous.
• Strong understanding and hands-on experience of various business valuation methods.
• Prior 409A / ASC 820 valuation experience is a plus.
• Solid mathematical techniques with an analytical background; knowledge of quantitative models.
• Understanding of Venture Capital and Private Equity space; familiarity with SaaS business models.

Responsibilities

• Gather and review underlying source data for valuations of privately-held companies.
• Perform portfolio valuations for VC/PE funds and business valuations of early-stage venture-backed companies with complex capital structures.
• Prepare valuation reports that adhere to ASC 820 and AICPA standards.
• Assist the Implementation team with interpretation of financial and legal documents for onboarding clients.
• Assist the Client Support Manager with client request resolution and contribute to model/software design enhancements.

Skills

Analytical skills

Communication skills

Attention to detail

Teamwork

Education

CFA/CPA or equivalent level(s) cleared

Tools

Microsoft Excel

Job description

Job Summary

Within the Private Markets division, the Valuation Services team is looking for an analyst to deliver valuation services and support to a roster of marquee Venture Capital/Private Equity clients spread across the US and APAC regions. The analyst will be working on ASC 820 valuations for fair value reporting and providing support to clients on portfolio valuation projects.

Responsibilities

• Gather and review underlying source data for the purpose of completing valuations of privately-held companies.


• Perform portfolio valuations for VC/PE funds, and business valuations of early-stage venture-backed companies with complex capital structure and illiquid classes of stock.


• Work with the Valuation team to complete valuations reports that adhere to all AICPA standards pertaining to Fair Value.


• Assist the Implementation team with interpretation of financial and legal documents used for onboarding clients to the platform.


• Assist the Client Support Manager with client request resolution.


• Contribute to the design and enhancement of the proprietary models and software platforms used to perform valuations.

Education and Experience

• Strongly preferred. CFA/CPA or any of the levels cleared therein would be an advantage.


• Strong understanding and hands on experience of various business valuation methods.


• Prior 409A /ASC 820 valuation experience a plus.


• A flair for mathematical techniques and an analytical background. Knowledge of quantitative models like Black-Scholes OPM.


• A basic understanding of the Venture Capital and Private Equity space.


• Strong proficiency in Microsoft Excel and a conceptual understanding of the SaaS business model.

Personal Competencies

• Excellent verbal and written communication skills.


• Strong analytical and problem-solving skills.


• The ability to work in an efficient and responsible manner. Extreme attention to detail and an ability to document processes.


• Experience of working effectively with others in a team setting while under the pressure of deadlines.


• Willingness to work long hours at critical times (i.e., quarterly reporting) based on need.


• Positive attitude, exceptional drive and stamina.


• Intellectual curiosity and inquisitiveness.

Shift Timings

10:30 AM to 7:30 PM