Director - Portfolio Valuation & Opinions - Investment Bank

Our Client is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and public and privately held companies around the world. Our advisory services include mergers and acquisitions, debt advisory, growth equity and restructuring for the mid-market. We also provide valuations and fairness opinions and joint ventures advisory services. As one tightly integrated team of more than 700 professionals across 20 countries, we offer an unobstructed perspective, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades.

Our Client's Valuations & Opinions Group is an industry leader in the valuation of alternative and illiquid investments for investment funds, including business development companies (BDCs), hedge funds, and private equity groups. The group also advises on valuation matters for corporate transactions, including acquisitions and divestitures, leveraged buyouts, restructurings, recapitalizations, related party transactions, and for general tax, accounting, litigation, and regulatory purposes.

Our Client is seeking a Director to join the Valuations & Opinions Group in its Mumbai office. Directors work closely with the firm's Managing Directors and clients in providing valuation and financial advisory services across multiple engagements and offices. Our Client International's practice is growing rapidly, and we are looking to add a talented individual to support our client service and quality control activities, expand our capabilities and bolster our marketing efforts. Responsibilities at Our Client are often more entrepreneurial than at other firms providing self-motivated individuals with many opportunities to contribute to a dynamic and growing platform. A successful candidate will be an assertive, motivated self-starter with the desire and potential to succeed in a fast-paced, entrepreneurial environment. Prior portfolio valuation experience is preferred, but not required.

RESPONSIBILITIES:

- Leading project teams providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and reviewing financial models for illiquid debt and equity investments, business enterprise valuations and hedge fund/private equity valuations.

- Providing quality control oversight to engagement teams as a member of the firm's internal Valuation Committee

- Mentoring, managing, training and developing vice presidents, associates and analysts at the firm

- Proactive calling on potential new clients including private equity firms, hedge funds, BDCs, privately held business owners and publicly traded companies

- Identifying and communicating potential engagements to management and writing engagement letters

REQUIREMENTS:

- Minimum of eight years' experience in performing business valuations, valuations of illiquid and complex securities, and fairness opinions

- Proficiency in designing financial models for discounted cash flow, market multiple, market transaction, and option pricing analyses

- Ability to develop valuation approaches for various forms of securities and unique instruments including equity and debt securities, loans, derivative instruments, structured products and intangible assets

- Strong analytical and problem-solving skills and ability to critically analyze companies and understand key business issues, including value drivers and investment risks

- Strong verbal and written communication skills

- Working knowledge of credit and M&A markets

- Experience with successfully managing teams of vice presidents, associates and analysts

- Understanding of authoritative guidance related to valuations (including, but not limited to ASC-820 (SFAS 157)), valuation industry best practices, and emerging issues

- Ability to act as a primary point of contact with clients throughout the valuation process

- Ability to effectively multi-task, managing multiple client engagements simultaneously

- Confidently and credibly connecting with potential new clients and leading client meetings

- Excellence in MS Word, Excel and PowerPoint

- Bachelor's or Master's degree in Finance, Accounting or Economics or MBA; strong academic record (both undergraduate and graduate)

- CFA preferred but not required