Project Lead - Financial Valuations and Modelling

Project Lead

Department

None

Job Description

JD for Project Manager:

Our esteemed buy-side client is currently looking for a highly skilled and experienced individual to lead the offshore team specializing in financial modelling and valuations of public/ private companies. The selected candidate will play a critical role in managing and building the team with talented and driven team members, understanding client requirements, establishing processes and governance enriching stakeholder integration.

The candidate will be expected to provide an SME layer on workflows centered around supporting financial models and conducting valuations on private investments, generating reports, and providing valuable insights. The successful candidate should have a minimum of 8 years of core experience in financial valuation projects as well as rich exposure managing teams as well as client stakeholders. Candidates holding a CFA designation or currently pursuing the CFA program will be preferred.

Key Responsibilities:

• Responsibilities include managing the entire management of project workflow including client management, team operations, business development, financial management, HR and recruitment
• Lead discussions around the engagement with the client stakeholders and define project goals and scope and draft the necessary proposals, SoWs for new client workflows as well as for further role expansion and existing client entrenchment.
• Identify and build a team of best-in-class talent to oversee the development of financial models and valuation methodologies tailored to client-specific asset classes (equity, credit, real estate etc.) and ensure adherence to quality and stipulated timelines.
• Leverage his/ her experience in valuations to provide SME overlay in the team’s workflows centered around business enterprise valuations for the portfolio companies for the purpose of fair value estimation.
• Complete ownership of the managing the offshore team. Define the responsibilities of the team members at every layer/ fund, and build the necessary review layers to sign-off on the final deliverables. Ensuring career progression at each layer while focusing on the long term objectives.
• Drive value creation initiatives by leveraging AI, automation, and emerging technologies to transform valuation processes, improve scalability, and deliver differentiated insights to clients. Lead initiatives on continuous identification and implementation of process optimization and efficiency improvement measures across the workflow, standardization of processes by creating SOPs, checklists and trackers
• Set up engagement governance with full accountability by focusing on the service culture and setting quality benchmarks while fostering open communication and feedback mechanism with stakeholders and managing expectations

Requirements:

• MBA with specialization in Finance, Economics, Accounting, or a related field.
• Proven project management skills with experience in leading complex projects from initiation to completion.
• Experience in effective workstream execution with tangible results displaying minimized onshore involvement and enhanced engagement experience
• Strong written and verbal communication skills for presenting complex financial and project information to diverse stakeholders and senior management
• Minimum of 8 years of experience in core valuations and financial modelling within the financial services industry.
• Fundamental understanding of Valuation theory and experience in developing frameworks covering goodwill impairment testing, purchase price Allocations (PPA) through Income Approach, Market Approach, and Cost Approach and allocating values by Current Value Method (“CVM”), and Black Scholes Option Pricing Method(“OPM”).
• Understanding of equity allocation in a complex capital structure, familiarity with OPM and Waterfall analysis as well as experience in conducting detailed market research and benchmarking on recent M&A transactions, valuation multiples, and industry trends.
• Excellent analytical and problem-solving skills, with attention to detail.
• Proven ability to work independently and collaboratively in a fast-paced, dynamic environment with tight deadlines.

Location: Bangalore

Open Positions

1

Mandatory Skills

Equity Valuation

Education Qualification

MBA/ CFA

Experience

8 to 12 years