Portfolio Valuations_Associate Consultant

Identification of comparable companies and comparable transactions, and derivation of value ranges of the subject company

Calculation of WACC, including extraction of the peer group beta, DIE, etc.

Preparation of information request lists and question lists

Setting up valuation models based on the business plans and inputs gathered / provided by the engagement team

Performing financial and operational benchmarking

Writing sections of valuation reports and memos

Responsibilities

Identification of comparable companies and comparable transactions, and derivation of value ranges of the subject company

Calculation of WACC, including extraction of the peer group beta, DIE, etc.

Preparation of information request lists and question lists

Setting up valuation models based on the business plans and inputs gathered / provided by the engagement team

Performing financial and operational benchmarking

Writing sections of valuation reports and memos

Qualifications

Mandatory Skills

Qualifications: CA / CFA / MBA (Specialization in Finance & Investment Management)

Total Experience: The candidate must have 1 to 3 years of working experience in Portfolio Valuation role 

Strong understanding of financial statements and financial ratios

Good understanding of business valuation techniques (DCF, GPCM, GTM, etc.) and equity allocation methods (OPM, CVM, PWERM, etc.)

Working knowledge of MS Office (specifically, MS Excel, MS Word, and MS PowerPoint)

Strong analytical and problem-solving skills

Proficiency in using research databases such as Capital IQ, Thomson Reuters, among others

Preferred Skills

Personal drive and positive attitude to deliver results within tight deadlines and in demanding situations

Effective written and verbal communication skills

Good interpersonal skills to work effectively in a team