Team lead / Manager Valuation

CCaventus Asset Management; Bengaluru; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

CCaventus Asset Management in Bengaluru seeks a valuation professional to lead complex instrument valuations for financial reporting and transactions.

You will review third-party valuations, apply DCF and option pricing, perform market research, and prepare narrative reports. Excellent communication and Excel skills are essential; familiarity with Capital IQ and Bloomberg is advantageous. This role offers a challenging, fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Applied Mathematics, or Economics with quantitative focus; Master’s is a plus.
• Experience valuing debt and complex instruments (swaps, convertible debt) and related models/software (Monte Carlo, Binomial, Reuters/Bloomberg).
• 3-5 years valuation experience with a Big 4 or Top 20 advisory firm.
• Experience valuing common stock, debt, and derivatives.
• Experience with Capital IQ.
• Proficient in Microsoft Excel and Word.
• Knowledge of accounting standards related to financial instruments is a plus.
• Ability to handle multiple engagements in a fast-paced environment.
• Excellent written, interpersonal, and presentation skills.
• Python programming is a plus.
• Pursuing CFA is a plus.

Responsibilities

• Value complex instruments: equity, debt, derivatives, structured products, contingent considerations, and hybrids.
• Review third-party valuations for closely-held, public, and private equity entities for financial reporting and planning.
• Use DCF, binomial, and option pricing modelling techniques.
• Perform market, industry, and economic research and analyses.
• Write narrative valuation reports and memorandums.
• Maintain communication with supervisors and develop client relationships.
• Explore valuation issues across industries incl. renewable energy and real estate fractional interests.
• Review and summarize financial, corporate, and legal agreements.

Skills

Excel

Python

Communication

Analytical

Education

Bachelor's in Finance or Economics

Master's degree (plus)

Tools

Capital IQ

Thomson Reuters

Bloomberg

Monte Carlo simulation

Binomial models

Job description

• Work on complex financial instrument valuation engagements, including valuations of equity, debt, derivatives, structured financial products, contingent considerations and hybrid securities for financial reporting and transactions.
• Review third-party business valuations for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps, etc.), and strategic planning purposes
• Strong understanding of DCF, binomial, and option pricing modelling techniques.
• Demonstrate general knowledge in business valuation analyses using DCF, publicly-traded guideline company method, and comparative M&A transactions method.
• Perform market, industry, and economic research and analyses
• Review and summarize financial, corporate, and legal agreements and other documents
• Write narrative valuation reports and memorandums
• Explore and learn about the valuation issues in different industries for operating businesses, renewable energy systems and fractional interests in real estate
• Maintain active communication with supervisors throughout engagements and begin to develop client relationships

Requirements

• Bachelor’s degree in Finance, Applied Mathematics, or other quantitative finance major, or Economics with a strong interest in pursuing professional designation; Master’s degree is a plus.
• Experience with valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt, etc.) and related methodologies/ models/ software (Monte Carlo simulation, Binomial Models, Thomson Reuters or Bloomberg).
• 3-5 years valuation experience with a Big 4 or Top 20 public accounting and advisory firm.
• Demonstrated experience in both performing valuations and reviewing common stock, debt and derivative valuations, etc.
• Experience working with Capital IQ.
• Highly Proficient in Microsoft Office, especially Excel and Word
• Good understanding of the accounting standards related to financial instruments and valuations is a plus.
• Ability to work on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environment
• Excellent written, interpersonal, and presentation skills
• Python programming/coding is a plus
• Individuals on the path to obtaining the CFA qualification is a plus.

This job description is not an exhaustive list of all responsibilities, and duties may change