Portfolio Value Expert

4 days ago

Delhi, Delhi, India beBeeValuation Full time ₹ 15,00,000 - ₹ 28,00,000
Portfolio Valuation Specialist

This is a key position for a professional who can demonstrate expertise in the valuation of alternative assets. The ideal candidate will have strong technical skills, analytical and problem-solving abilities, and proven leadership experience.

The portfolio valuation specialist will be responsible for managing client engagements from initial contact through to timely completion. This includes developing deep technical strength in valuation, serving as a firm resource for that expertise, and sharing knowledge through training and mentoring.

The successful candidate will be assigned a wide variety of projects and given significant responsibility based on their experience and capabilities. Key responsibilities include project management, client interviewing, engagement economics, team management, report writing, research, and tracking market and industry information.

Key Responsibilities:

  • Manage client engagements from day-to-day interaction with the client through to staffing and managing resources and work plans for timely completion.
  • Develop deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing knowledge through training and mentoring.
  • Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit.
  • Project management including client interviewing, engagement economics, team management, report writing, research and tracking market and industry information.
  • Model building and reviewing - DCF models, comparable company models, stock option models, financial instrument, and loan valuations.
  • Writing industry reports on emerging sectors and coverage reports on valuation of global unicorns in emerging sectors.

Requirements:

  • Minimum of 0-2 years of valuation-related work experience in financial services.
  • CA, Masters degree in Finance, Accounting or Economics or equivalent thereof (e.g., CFA); or MBA from an accredited college/university.
  • Proven technical skills, proven analytical and problem-solving skills.
  • Demonstrated leadership experience including managing and developing client relationships as well as mentoring and developing staff.
  • Demonstrated verbal and written communication skills, comfortable speaking with senior management and in front of an audience.
  • Ability to manage confidential, sensitive information.

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