Manager - Valuation

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world

Benefit Street Partners ("BSP") is a leading credit-focused alternative asset management firm with approximately $76 billion in assets under management. Established in 2008, the BSP platform manages funds for institutions, high-net-worth and retail investors across various strategies including: private/opportunistic debt, liquid loans, high yield, special situations, long-short liquid credit and commercial real estate debt.

BSP is a wholly owned subsidiary of Franklin Resources, Inc. that, together with its various subsidiaries, operates as Franklin Templeton. Together we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. For over 65 years, Franklin Templeton’s success has been a direct result of the talent, skills, and persistence of our people, and we are looking for qualified candidates to join our team#MID_SENIOR_LEVEL

What is the Valuation team responsible for?

The Valuation Professional will be part of a global team supporting Benefit Street Partners - Alcentra’s monthly and quarterly valuation processes, including liaising with 3rd party valuation firms, investment and finance teams, and auditors, organizing these groups to meet desired deliverable timelines. An ability to manage multiple tasks while working under strict time deadlines is essential. This role will focus primarily on Private Debt, CLO, and Distressed and Special Situations investments. The ideal candidate will have a mix of finance/accounting, experience in managing and strong analytical and communication skills. This individual will collaborate with colleagues across the front, middle and back office, and will report to a VP of Finance out of the Boston office.

What are the on-going responsibilities of Valuation Manager be?

Facilitate monthly and quarterly Valuation Processes covering a variety of credit strategies and asset types across hundreds of borrowers/issuers.

Leverage and continue to develop a deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge throughout Benefit Street Partners - Alcentra

Recommend and/or and challenge methodologies and assumptions for existing investments utilizing technical knowledge.

Collaborate with investment teams to understand new investments and deal origination assumptions

Create summary materials and present to valuation committees for review and approval of significant changes/events, valuation and market trends, and key judgments

Coordinate with third party valuation firms and deal teams to create accurate, timely valuations

Prepare documentation in support of compliance with SOX and external audit requirements

Work with the Global Valuation Specialist to drive enhancements and improvements to the overall valuations and reporting processes, procedures, use of internal resources, and technology

What ideal qualifications skills & experience would help someone to be Successful?

Minimum of 7 years of experience working in financial services

Experience reviewing and building valuation models (DCF, Comparable Multiple, and Option Pricing Models)

Knowledge of capital markets/ illiquid valuations

Demonstrated technical, analytical, and problem-solving skills, including streamlining processes

Ability to complete multiple tasks under the pressure of tight deadlines, and review/ apply modeling techniques to complex scenarios

Comfort managing the valuation process across a large quantity of diverse investments in parallel

Confidence presenting valuation methodologies and assumptions to senior management concisely and clearly

Understanding of Alternative Investment strategies and products

Strong functional background working with Excel. Familiarity with Capital IQ and Bloomberg a plus

Finance, Valuation, or Investment Banking training program preferred.

CFA professional designation or working towards, a plus.

Work Shift Timings - 2:00 PM - 11:00 PM IST

Experience our welcoming culture and reach your professional and personal potential

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

 
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Professional development growth opportunities through in-house classes and over 150 Web-based training courses

An educational assistance program to financially help employees seeking continuing education

Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)

Life insurance for protection of employees’ families

Personal accident insurance for protection of employees and their families

Personal loan assistance

Employee Stock Investment Plan (ESIP)

12 weeks Paternity leave

Onsite fitness center, recreation center, and cafeteria

Transport facility

Child day care facility for women employees

Cricket grounds and gymnasium

Library

Health Center with doctor availability

HDFC ATM on the campus

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. 
 
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.