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Senior Valuations Specialist

Posted 2024-10-22

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💎 Seniority level: Senior, 5 years

📍 Location: India

🔍 Industry: Equity management

🏢 Company: Vestd

🗣️ Languages: English

⏳ Experience: 5 years

🪄 Skills: SQLData AnalysisQAData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelAttention to detail

Requirements:
  • Valuation QA experience.
  • 5 years experience in 409A valuations (or similar).
  • Advanced working knowledge of valuation methodologies and skills for different purposes.
  • Strong understanding of financial modelling & analysis and valuation methodologies.
  • Deep understanding of valuation data sources, such as Capital IQ.
  • Strong interpersonal skills, and ability to influence others.
  • Continuous learning oriented.
  • Attention to detail.
  • Professional level of English communication skills, both written and verbal.
  • Able to balance priorities and meet personal and business targets.
  • Sound IT skills.
  • Comfortable and experienced in working remotely.
Responsibilities:
  • Take responsibility for, prepare, and review valuations according to various jurisdictional standards, including 409A (US), UK tax Valuations, and others.
  • Develop and maintain template workbooks and reports used in the valuation process to ensure consistency and accuracy.
  • Develop and maintain market data information sources for use in valuation reports.
  • Collaborate with clients to understand their unique valuation needs and provide guidance on valuation-related matters.
  • Maintain the current valuations process, with updates to the process, workbook, and data sources as required.
  • Deliver continuous improvement ideas for valuations and non-valuations products and process.
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Related Jobs

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📍 India

🔍 Equity management

🏢 Company: Vestd

  • Valuation QA experience.
  • 5 years experience in 409A valuations (or similar).
  • Advanced working knowledge of valuation methodologies and skills for different purposes.
  • Strong understanding of financial modelling & analysis and valuation methodologies.
  • Deep understanding of valuation data sources, such as Capital IQ.
  • Strong interpersonal skills, and ability to influence others.
  • Continuous learning orientated.
  • Attention to detail.
  • Professional level of English communication skills, both written and verbal.
  • Able to balance priorities and meet personal and business targets within a fluctuating and demanding environment.
  • Sound IT skills.
  • Comfortable (and experience of) working wholly remotely.
  • Preference to work in a dynamic and ever changing environment.

  • Take responsibility for, prepare, and review valuations according to various jurisdictional standards, including 409A (US), UK tax Valuations, and others.
  • Develop and maintain template workbooks and reports used in the valuation process to ensure consistency and accuracy.
  • Develop and maintain market data information sources for use in valuation reports.
  • Collaborate with clients when required to understand their unique valuation needs and provide guidance on valuation-related matters.
  • Maintenance of the current valuations process, with updates to the process, workbook, and data sources as required.
  • Continued professional development to remain up to date with valuation topics.
  • Deliver continuous improvement ideas for valuations and non-valuations products and process that will improve both the customer experience and the efficiency of the teams.
  • Pro-actively demonstrate and support the culture and values of Vestd.

SQLData AnalysisQAData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelAttention to detail

Posted 2024-10-20
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