Team lead / Manager Valuation

Arena Investors I Quaestor Advisors; Bengaluru; On-site; INR 1,500,000 - 2,800,000; Full time

Job summary

Arena Investors I Quaestor Advisors seeks a valuation professional to perform complex financial instrument valuations for reporting and transactions. You will review third-party valuations and apply DCF, binomial, and option pricing techniques, while conducting market and economic research.

Requirements include 3–5 years of valuation experience at a Big 4/Top 20 firm, a Finance/Economics degree (Master’s a plus), and proficiency with Capital IQ, Reuters, or Bloomberg; Python is a plus.

Qualifications

• Bachelor’s degree in Finance, Applied Mathematics, or Economics with strong quantitative focus (Master’s is a plus).
• 3-5 years valuation experience with a Big 4 or Top 20 advisory firm.
• Experience valuing debt and complex financial instruments (derivatives, swaps, contingent consideration).
• Knowledge of DCF, binomial, and option pricing modelling techniques.
• Familiarity with Capital IQ, Thomson Reuters, or Bloomberg.
• Excellent written and interpersonal skills; ability to develop client relationships.
• Proficiency in MS Excel and Word; Python programming is a plus.
• Ability to manage multiple engagements with competing priorities.

Responsibilities

• Work on complex financial instrument valuation engagements for financial reporting and transactions.
• Review third-party valuations for closely-held, publicly-traded, and private equity for reporting purposes.
• Demonstrate knowledge of valuation analyses using DCF, guideline company, and M&A methods.
• Perform market, industry, and economic research and analyses.
• Review and summarize financial, corporate, and legal agreements; write valuation reports.
• Maintain communication with supervisors and develop client relationships.
• Explore valuation issues across industries including operating businesses, renewables, and real estate interests.
• Utilize Monte Carlo simulations and binomial models; familiarity with Reuters/Bloomberg.

Skills

DCF modelling

Financial analysis

Valuation & pricing

Excel proficiency

Python programming

Client communication

Research & writing

Education

Bachelor’s degree in Finance or Economics

Master’s degree (plus)

Quantitative finance background

CFA candidacy 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
• 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