Job Description
Lead the day-to-day management of the valuation team, overseeing deliverable planning, progress tracking, quality reviews of valuation models, reporting templates, stakeholder communications, and execution of ad hoc valuation-related projects
Drive the onboarding of new portfolio investments, establishing valuation methodologies, model frameworks, selecting comparables etc.
Oversee comprehensive monthly and quarterly valuation assessments of private equity investments, ensuring compliance with applicable accounting standards and valuation policies
Review valuation analyses, while providing guidance to team members on technical valuation matters
Lead the preparation and presentation of valuation results and supporting analyses for internal valuation committees, senior management and external auditors
Manage the audit review process, acting as the primary point of contact for auditors / independent valuation service providers and ensuring timely resolution of valuation-related queries and documentation requests
Mentor,
coach and develop analysts through ongoing training, technical guidance and performance feedback
Build and maintain robust relationships with Investment teams, finance teams, auditors / independent valuation service providers and other key stakeholders
Drive continuous enhancement of valuation processes, workflows and technology solutions
Qualifications & Experience
5+ years of relevant experience in valuation, transaction advisory, investment management, or private equity
Proven experience valuing private investments and illiquid assets across investment structures
Significant experience reviewing and challenging valuation models prepared by team members or investment team
Experience managing monthly or quarterly valuation cycles for investment portfolio
Experience leading valuation support for audits and resolving complex valuation-related audit queries
Track record of managing multiple deliverables and stakeholders in
📌 Lead Analyst (Mumbai)
🏢 Crisil
📍 Mumbai