Responsibilities
- Responsible for delivering valuations related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I;) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more
- Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions
- Analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions
- Support fair value measurements of loan portfolios for financial reporting, transaction support (buy side/sell side), portfolio acquisitions/sales, and other strategic and risk management purposes
- Build, maintain,
and enhance relationships with key onshore stakeholders across financial services sectors and assist in business development efforts
- Supervise, mentor, and develop a team of professionals; provide timely and effective performance feedback and relevant training
- Manage workflow, delivery, team utilization and act as KGS point of contact for the onshore team
Qualifications
Educational qualifications
• CA / CFA / MBA (Specialization in Finance)
Work experience
• The candidate must have 4 to 7 years of recent working experience in financial advisory and valuation within a business, valuation firm, or valuation practice of an audit, tax, and advisory firm, with a robust finance and/or accounting background
• Meaningful, hands-on experience in the financial services industry (e.g., banking, insurance, fintech, specialty lending, Insurtech, asset management), with a focus on credit/loan portfolio analytics and valuation
📌 Assistant Manager (Gurugram)
🏢 BSR
📍 Gurugram