Senior Consultant – Complex Securities Valuation – Banking & Financial Services Anlage Infotech

The Corporate Institute; India; Hybrid; INR 1,800,000 - 2,300,000; Full time

Job summary

The Corporate Institute in India is seeking a Senior Valuation Consultant to lead 409A and complex securities valuations with Monte Carlo simulations, Black-Scholes, and PWERM. You will document methodologies and ensure defensible deliverables for auditors and clients across Hyderabad, Bengaluru, Pune, Gurugram, and Mumbai.

Hybrid work 2–3 days in-office is expected. You will supervise junior analysts, interact with US-based clients, and contribute to business development through rigorous

Qualifications

• Strong mathematical finance background; Master’s level.
• Understanding of financial valuation concepts required.
• Excellent analytical and computer skills.
• Experience with Monte-Carlo, Black-Scholes, PWERM and related models.
• 1–4 years in complex securities valuation.

Responsibilities

• Conduct 409A valuations and complex capital structure analyses with Monte Carlo, Black-Scholes, PWERM.
• Document fair value measurements under ASC 820/718/815/480/842; support auditors.
• Prepare and audit valuations for regulatory and client purposes.
• Create financial models, analyze statements, and write client memos and reports.
• Lead and review junior analysts; interact with US clients and teams.

Skills

Analytical skills

Financial modeling

Communication

Auditing awareness

Education

Master’s in Mathematical Finance / related

Business Administration in Finance

Tools

Bloomberg

S&P Capital IQ

OPM

Job description

Job Description:

Skill:

BVAL – Complex – Convertible Note Valuation OR Monte Carlo Simulation AND Complex Security Valuation

Experience:

5 – 10 yrs

Location:

Hyderabad, Bengaluru, Pune, Gurugram, Mumbai

Hybrid:

2 – 3 days work from office

Qualifications:

The key job responsibilities will be to:

• – Conduct 409A common stock valuations and complex capital structure analyses using OPM (Black-Scholes and Monte Carlo), PWERM, and hybrid methodologies; document DLOM/DLOC assumptions with appropriate support.
• – Apply and document fair value measurement methodologies under ASC 820, ASC 718, ASC 815, ASC 480, and ASC 842; ensure deliverables are defensible to external auditors.
• – Support project teams in providing financial consulting services relating to preparing and auditing complex security valuations.
• – Assist in the valuation of financial instruments for regulatory, financial, and 409A purposes.
• – Create/assist in creating financial models, analyzing financial statements, conducting industry research, and writing reports.
• – Draft client-ready valuation reports and memos including methodology rationale, model assumptions, sensitivity analyses, and concluded fair values; respond substantively to auditor and client review comments.
• – Deliver high-quality valuation work products and assist other team members in India (Offices of the US), when required; and interact with internal clients and communicate with stakeholders in the US.
• – Supervise and review work of junior analysts; provide structured, technical feedback to build team capability and maintain quality standards across the engagement portfolio.
• – May need to work on other Consulting engagements.
• – Support business development through proposal preparation, pitch materials, and thought leadership on emerging topics in financial instrument valuation.

Must Have Skills/Project Experience/Certifications:

• – Strong background in mathematical finance at the Master’s level – degree in Mathematical Finance, Mathematics of Finance, Financial Engineering or Quantitative Finance, or a related technical discipline.
• – Understanding financial valuation concepts is required.
• – Applicants are expected to have strong analytical and computer skills.
• – Quantitative analysis technical skills and experience with modeling and valuation theory (Monte-Carlo Simulations, Binomial Lattice, Black Scholes, Options Theory, Geometric Brownian Motion), and tools (Bloomberg, and S&P Capital IQ) are a plus.
• – 1 – 4 years of relevant Complex Securities Valuation experience.

Good to Have Skills/Project Experience/Certifications:

• – CFA Level II cleared or appeared.
• – Ability to explain difficult financial modeling/valuation concepts to diverse client contacts.
• – Conceptual and quantitative depth in valuation methodologies and concepts and underlying markets and models.

Education:

• – Master’s level – degree in Mathematical Finance, Mathematics of Finance, Financial Engineering or Quantitative Finance, Business Administration in Finance.