Key Responsibilities

Valuation Modeling

- Maintain and periodically update valuation models for private credit instruments, including direct loans, syndicated loans, distressed debt, structured credit products, and other debt securities.
- Develop, maintain, and update valuation models for private equity investments across various investment stages, capital structures, industries, and ownership profiles.
- Maintain valuation models for hybrid securities, including convertible debt, preferred equity, warrants, mezzanine instruments, and other securities containing both debt and equity characteristics.
- Apply appropriate valuation methodologies, including discounted cash flow (DCF), market multiples, precedent transactions, yield analysis, option pricing models, and other industry-standard approaches.
- Perform sensitivity analyses and scenario modeling to assess valuation assumptions and investment performance.

Valuation Governance & Controls

- Ensure valuation models are accurate, properly documented, and maintained in accordance with established valuation policies and procedures.
- Support quarterly and annual valuation cycles, including preparation of valuation packages and supporting documentation.
- Validate key assumptions, market inputs, and model outputs through independent review and quality control procedures.
- Maintain comprehensive audit trails and documentation to support internal, external, and regulatory reviews.
- Monitor industry developments, valuation best practices, and regulatory changes impacting private market valuations.

Stakeholder Support

- Collaborate with investment teams, fund accounting teams, portfolio management teams, auditors, and external valuation specialists.
- Assist in responding to auditor, investor, and regulatory inquiries related to valuation methodologies and assumptions.




- Prepare valuation reports, management presentations, and supporting analysis for internal committees and external stakeholders.

Qualifications

Education

- Bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics, Engineering, or a related quantitative discipline.
- Master's degree, MBA, CFA, CA, CPA, or equivalent professional qualification preferred.

Experience

- 3–6+ years of experience in valuation, private equity, private credit, investment banking, transaction advisory, portfolio valuation, fund administration, or financial analysis.
- Experience valuing private equity investments, private credit instruments, and complex securities preferred.
- Familiarity with fair value measurement requirements under ASC 820, IFRS 13, and industry valuation guidelines.
- Experience supporting alternative investment funds, asset managers, private equity firms, private credit funds, or valuation advisory practices is highly desirable.

Technical Skills

- Robust financial modeling and valuation skills.
- Advanced proficiency in Microsoft Excel, including complex financial models and scenario analysis.
- Knowledge of valuation methodologies such as DCF, comparable company analysis, precedent transactions, yield curve analysis, and option pricing models.
- Experience working with financial databases such as Capital IQ, PitchBook, Bloomberg, Refinitiv, or similar platforms is preferred.
- Strong understanding of financial statements and investment structures.

Competencies

- Strong analytical and problem-solving abilities.
- High attention to detail and commitment to accuracy.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities and meet strict deadlines.
- Strong organizational and documentation skills.
- Ability to work independently and collaboratively within cross-functional teams.

📌 PE Valuation (India)
🏢 ThoughtFocus
📍 India