Associate - Business Valuation - Private Equity Fund Domain

Job Description - Associate, Business Valuation (Private Equity Fund)

Location: Mumbai

Experience: 3 - 7 years in business valuation, investment banking, or private equity

Education: CFA/CA/MBA (Finance) or equivalent

Role Overview:

As an Associate - Business Valuation, you will be responsible for conducting valuations of portfolio companies, investment opportunities, and financial instruments for a leading private equity fund. The role involves performing detailed financial analysis, building valuation models, and supporting decision-making for investments, divestitures, and fundraising activities.

Key Responsibilities:

1. Valuation & Financial Analysis:

- Perform DCF (Discounted Cash Flow), Comparable Company Analysis (CCA), and Precedent Transaction Analysis to determine the fair value of investments.

- Develop and maintain financial models to assess portfolio company performance and exit strategies.

- Conduct impairment testing, purchase price allocation (PPA), and goodwill valuation in compliance with IFRS/GAAP standards.

- Evaluate complex capital structures, waterfall models, and financial instruments (convertible securities, preference shares, etc.).

2. Portfolio Monitoring & Investment Support:

- Support periodic NAV (Net Asset Value) calculations for fund reporting.

- Track financial performance of portfolio companies and assess value creation.

- Assist in due diligence for new investments, providing valuation insights for M&A transactions.

- Collaborate with investment teams to structure deals and optimize valuations.

3. Compliance & Reporting:

- Ensure valuations comply with IVS (International Valuation Standards), IFRS, and regulatory guidelines.

- Prepare valuation reports for internal stakeholders, investors, and regulatory authorities.

- Work closely with external auditors, advisors, and valuation firms during financial audits.

4. Market Research & Industry Analysis:

- Conduct industry research to benchmark valuations against market trends.

- Monitor macroeconomic indicators and their impact on investment valuations.

- Stay updated on valuation methodologies and best practices in private equity.

Key Requirements:

- 3-7 years of experience in business valuation,

- Strong expertise in financial modeling, valuation techniques (DCF, CCA, Precedent Transactions), and capital structure analysis.

- Proficiency in Excel, VBA, Bloomberg, Capital IQ, and valuation software.

- Knowledge of IFRS, US GAAP, and PE valuation standards (ILPA, IPEV).

- Excellent communication and report-writing skills.

- Ability to work in a fast-paced, deal-driven environment.