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 a fast-paced environment

· Prior experience overseeing, mentoring and developing valuation analysts

· Familiarity with valuation and data management platforms such as iLEVEL and 73 Strings a plus

· Excellent verbal and written communication skills, with the ability to effectively present findings with rationale to diverse stakeholders

· Master's degree in Finance, Accounting , Economics or a related discipline or Chartered Accountant

· CFA charterholder or candidate status preferred, but not required

📌 Lead Analyst / Practice Lead - Valuations (Mumbai)
🏢 Crisil
📍 Mumbai