Research Analyst / Senior Research Analyst / Lead Analyst - Valuations

Crisil; Maharashtra; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Crisil is seeking a skilled Analyst to join its Valuations Team, focusing on valuations of private companies. You will conduct valuation analyses for private investments, update models, and prepare reports for internal and external stakeholders.

The ideal candidate has 4+ years of valuation experience, CFA preferred, strong Excel and Bloomberg skills, and the ability to work independently in a fast-paced environment.

Qualifications

• Master's degree in Finance, Economics, Accounting, or related field.
• Minimum of 4 years of experience in private equity valuations.
• Strong proficiency in financial modeling, credit analysis, and data analysis.
• CFA designation or active CFA program preferred.
• Advanced proficiency in MS Excel and Bloomberg.

Responsibilities

• Conduct comprehensive valuation assessments of private equity investments, including venture capital, buyouts, and real estate assets.
• Develop, maintain, and enhance valuation models and methodologies tailored to specific asset classes.
• Collaborate with the Investment Team to assess and mitigate risks associated with existing investments.
• Perform due diligence on new investment opportunities, analyzing financial statements, market dynamics, and risk factors.
• Create and maintain complex financial models to estimate the value of investments, considering revenue projections and exit strategies.
• Monitor the financial performance of portfolio companies, track key performance indicators, and identify strategies for value enhancement.
• Prepare detailed valuation reports and presentations for internal and external stakeholders.
• Ensure compliance with industry standards, accounting regulations, and reporting requirements.
• Work closely with team members to ensure a coordinated approach to valuation and investment decisions.

Skills

Financial modeling

Credit analysis

Data analysis

Analytical thinking

Independent work

Education

Master's degree in Finance, Economics, Accounting, or related field

Tools

MS Excel

Bloomberg

Job description

Our esteemed buy-side client is currently looking for a highly skilled and experienced Analyst to join their Valuations Team, specializing in valuations of private companies. The ideal candidate will play a critical role in conducting valuations on private investments, updating valuations models, generating reports, and providing valuable insights. The successful candidate should have more than 4 years of experience in valuations and modeling, with a strong preference for candidates holding a CFA designation or currently pursuing the CFA program.

Key Responsibilities:

• Conduct comprehensive valuation assessments of private equity investments, including venture capital, buyouts, and real estate assets.
• Develop, maintain, and enhance valuation models and methodologies tailored to specific asset classes.
• Collaborate with the Investment Team to assess and mitigate risks associated with existing investments.
• Perform due diligence on new investment opportunities, analyzing financial statements, market dynamics, and risk factors.
• Create and maintain complex financial models to estimate the value of investments, considering revenue projections and exit strategies.
• Monitor the financial performance of portfolio companies, track key performance indicators, and identify strategies for value enhancement.
• Prepare detailed valuation reports and presentations for internal and external stakeholders.
• Ensure compliance with industry standards, accounting regulations, and reporting requirements.
• Work closely with team members to ensure a coordinated approach to valuation and investment decisions.

Requirements:

• Master's degree in Finance, Economics, Accounting, or a related field.
• Minimum of 4 years of experience in private equity valuations within the financial services industry.
• Strong proficiency in financial modeling, credit analysis, and data analysis.
• Demonstrated expertise in assessing credit risk, financial statement analysis, and interpreting complex financial data.
• Excellent analytical and problem-solving skills, with attention to detail.
• Candidates with a CFA designation or those actively pursuing the CFA program will be given preference.
• Advanced proficiency in MS Excel, Bloomberg, and other relevant financial analysis tools.
• Strong written and verbal communication skills for presenting complex financial information effectively.
• Proven ability to work independently and collaboratively in a fast-paced, dynamic environment.