Team lead / Manager Valuation

Arena Investors, LP; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Arena Investors, LP seeks a valuation-focused professional to work on complex financial instrument valuations for financial reporting and transactions in Bengaluru. The role involves deep-dive analyses of equity, debt, derivatives, and structured products, with emphasis on DCF, binomial, and option pricing methods, and interaction with clients.

Ideal candidates hold a finance or mathematics degree with 3-5 years of valuation experience at a Big 4 or top advisory firm, strong Excel skills, and

Qualifications

• Bachelor's degree in Finance, Applied Mathematics, or Economics with strong quantitative focus; Master's degree is a plus.
• Experience valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt) and related methodologies.
• 3-5 years valuation experience with a Big 4 or Top 20 public accounting and advisory firm.
• Experience in valuations of common stock, debt and derivatives; familiarity with Capital IQ.
• Proficient in Microsoft Office, especially Excel and Word; understanding of accounting standards related to financial instruments.
• Ability to manage multiple engagements with competing priorities in a fast-paced environment.
• Python programming/coding is a plus; CFA track is a plus.

Responsibilities

• 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, publicly-traded, and private equity for financial reporting and planning purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps).
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Skills

DCF modelling

Binomial models

Option pricing modelling

Python programming

Financial reporting standards

Education

Bachelor's degree in Finance, Applied Mathematics, or Economics

Master's degree is a plus

CFA track / designation is a plus

Tools

Capital IQ

Thomson Reuters / Bloomberg

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

• 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