7 Valuation Methodologies Jobs

Join us as an Assistant Vice President - Product Control Securitized Products at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unparalleled customer experiences. To be successful as an Assistant Vice President, you should have experience with the development and maintenance of valuation methodologies for various financial instruments. This includes the implementation of appropriate valuation models based on the characteristics of the financial instruments and market conditions. Your responsibilities will also involve managing the valuation process for the bank's trading portfolio, including regular valuations of financial instruments and approval of valuations performed by colleagues. You will analyze market data to assess valuation inputs, assumptions, and potential valuation risks. Additionally, you will be responsible for the preparation and review of valuation reports, supporting in preparing regulatory filings and financial statements, and providing valuation insights to traders, risk professionals, and senior colleagues. Your role will also include identifying areas for improvement in valuation methodologies and processes. You may be assessed on key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, and digital and technology, as well as job-specific technical skills. The role is based out of Chennai. Purpose of the role: To oversee the financial aspects of trading activities, ensuring the accuracy and integrity of the bank's trading book, maintenance of compliance with regulatory requirements, and provision of insights into trading performance. Accountabilities: - Reconciliation of daily profit and loss (P&L) figures for trading desks to ensure alignment with valued positions in the trading book, investigating and resolving discrepancies to reflect the true economic value of the trading portfolio. - Support the identification, assessment, and mitigation of trading risks, reporting on financial risks to senior colleagues. - Maintenance and analysis of the bank's trading data for accuracy, completeness, and consistency, providing insights to traders and senior colleagues on trading performance. - Preparation and submission of regulatory reports to authorities, supporting external audits including addressing auditor queries, and ensuring trading activities are appropriately reflected in financial statements. - Effective communication of complex financial information to stakeholders. - Cross-functional collaboration to ensure a coordinated approach to trading activities. Assistant Vice President Expectations: - Advise and influence decision-making, contribute to policy development, and take responsibility for operational effectiveness. - Lead a team performing complex tasks, using professional knowledge and skills to impact the whole business function. - If in a leadership role, demonstrate clear leadership behaviours. For individual contributors, lead collaborative assignments and guide team members through structured tasks. - Consult on complex issues, provide advice to support issue resolution, identify ways to mitigate risk, and develop new policies/procedures. - Take ownership of managing risk and strengthening controls. - Engage in complex analysis of data from multiple sources to solve problems creatively and effectively. - Communicate complex information and influence stakeholders to achieve outcomes. All colleagues are expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset - to Empower, Challenge, and Drive.,

Join us as an Assistant Vice President - Macro Product Control at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unparalleled customer experiences. To be successful as an Assistant Vice President - Macro Product Control, you should have experience with the development and maintenance of valuation methodologies for various financial instruments. You will implement appropriate valuation models based on the characteristics of the financial instruments and market conditions. Your responsibilities will include managing the valuation process for the bank's trading portfolio, conducting regular valuations of financial instruments, and approving valuations performed by colleagues. Additionally, you will analyze market data to assess valuation inputs, assumptions, and potential valuation risks. Furthermore, you will be involved in the preparation and review of valuation reports, supporting the preparation of regulatory filings and financial statements. As an Assistant Vice President, you will provide valuation insights to traders, risk professionals, and senior colleagues. You will also identify areas for improvement in valuation methodologies and processes. You may be assessed on key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills. The role is based out of Chennai/Pune. Purpose of the role: The purpose of the role is to oversee the financial aspects of trading activities. You will ensure the accuracy and integrity of the bank's trading book, maintain compliance with regulatory requirements, and provide insights into trading performance. Accountabilities: - Reconciliation of daily profit and loss (P&L) figures for trading desks to ensure alignment with valued positions in the trading book. - Investigation and resolution of discrepancies between P&L figures to reflect the true economic value of the trading portfolio. - Support in identifying, assessing, and mitigating trading risks, and reporting on financial risks to senior colleagues. - Maintenance and analysis of the bank's trading data for accuracy, completeness, and consistency. - Preparation and submission of regulatory reports to authorities. - Effective communication of complex financial information to various stakeholders. As an Assistant Vice President, you are expected to advise and influence decision-making, contribute to policy development, and take responsibility for operational effectiveness. You will collaborate closely with other functions/business divisions and lead a team performing complex tasks. Your role will impact the whole business function, and you will set objectives, coach employees, and appraise performance. Leadership responsibilities include demonstrating a clear set of leadership behaviors to create an environment for colleagues to thrive and deliver to a consistently excellent standard. All colleagues are expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset to Empower, Challenge, and Drive.,

Requirements The role This role will join our growing valuations team to lead the development and execution of various valuation projects across a wide range of company types and jurisdictions, with a focus on US 409a valuations. The Primary Responsibilities Of This Role We cannot provide an exhaustive list of duties; additional duties will arise, but the following will be core elements of this role: Champion Quality Assurance: Establish and manage robust quality control systems to ensure the accuracy, consistency, and reliability of all valuation outputs. Conduct thorough reviews and audits of valuation work to uphold rigorous professional standards Uphold Regulatory Compliance: Guarantee that all valuations comply with the latest industry regulations, legal requirements, and professional standards. Monitor regulatory developments and proactively adapt internal processes in line with changes Provide Technical Leadership: Act as the company's subject matter expert on all things valuation. Keep abreast of evolving methodologies, best practices, and market developments. Mentor and support the ongoing professional growth of team members Deliver Sophisticated Valuation Analyses: Lead the preparation of in-depth equity and share option valuations, tailored to meet diverse jurisdictional requirements. Produce detailed, high-quality valuation reports accompanied by clear, well-structured supporting documentation Manage Client Engagement: Serve as the senior point of contact for valuation-related client matters. Offer expert advice, address complex challenges, and ensure a seamless and professional experience that builds long-term client trust and satisfaction Drive Innovation and Continuous Improvement: Identify opportunities to improve and modernise valuation processes. Embrace innovation to increase efficiency, accuracy, and value across the function. Build a function that can scale in line with business growth while maintaining high technical and professional standards Ensure Effective Risk Management: Establish and maintain appropriate documentation, review trails, and sign-off procedures to mitigate valuation risk and support defensibility, particularly in tax-sensitive or regulated environments Essential Elements For This Role These are the skills and qualifications we consider essential for this role: 8+ years of experience delivering 409A valuations Proven track record of leading and mentoring valuations teams Extensive experience reviewing and signing off on valuation work Very strong valuations technical knowledge, including expertise in startup valuation methodologies Professional qualification (e.g. CFA, CVA, CA, or equivalent) Exceptional attention to detail Strong interpersonal skills with the ability to influence stakeholders Committed to continuous professional development Excellent written and verbal communication skills in business English Proficient in Microsoft Office and Google Workspace Experienced in using Capital IQ and other valuation data platforms Nice to have These will help you stand out from the pack: Experience conducting valuations for UK-based companies Exposure to tax valuation practices in jurisdictions such as the UK and India Knowledge of share-based payment accounting (e.g. IFRS 2) Experience working within SaaS or technology-led businesses Familiarity with HubSpot, Slack, and similar tools Demonstrated use of technology, including AI, to enhance valuation processes Culture fit What makes Vestd folk collaborative, adaptable, and eager to grow? Thrives in a startup environment, ready to tackle diverse challenges with enthusiasm Adaptable - open to taking on responsibilities beyond the defined role as needed Passionate about contributing to a culture of innovation, collaboration, and continuous improvement Embraces technology to improve processes and drive efficiency Benefits What you can expect Our culture is our backbone (BreatheHR named us one of the Top 3 Companies in the UK for Company Culture'), and we take team happiness seriously. Vestd strives to be as principled as possible. We're all about Goal 8 of the United Nations ‘Sustainable Development Goals. This goal is about ‘Decent work and economic growth,' and we consider it both with our external activities and internal workings. We'll do everything we can to help you grow in your role. In return, you'll want to learn all about our industry and do all you can to help us continue leading it. Vestd is 100% remote, so in return for your commitment, diligence, and productivity, you'll have a lot of autonomy during your working day. Some roles demand office hours (to fit our customers' schedules), but we are committed to offering flexibility where possible. Happy employees make for happy customers, as demonstrated in our five-star reviews. Vestd's excellence has also been recognised by The Europas, The Fintech Awards London, The Hustle Awards, TechRound, and BusinessCloud's Fintech50. See more about our awards here. This could be the perfect opportunity if you're an autonomous, self-driven individual passionate about contributing to a meaningful mission and value being part of a supportive, close-knit team.

As an Assistant Manager in Equity Research based in Mumbai, you will play a crucial role in conducting and delivering high-quality investment research for our esteemed global clients. Your responsibilities will include initiating, executing, and presenting investment research reports with a keen focus on analytical thinking and operational efficiency. You should possess excellent financial modeling skills and a deep understanding of business drivers such as revenue and cost. Your expertise in finance, accounting, valuation methodologies, and stock analysis will be essential in providing valuable insights to our clients. To excel in this role, you should have a minimum of 6-10 years of experience in Equity Research, Financial Modeling, and valuation. Previous experience in covering equities in the GCC region and working with Middle East Banks will be highly advantageous. Experience in both Buy-Side and Sell-Side operations is preferred. Proficiency in MS Office tools and financial databases is a must to effectively analyze data and prepare comprehensive reports for our clients. If you are looking to leverage your analytical skills and financial knowledge in a dynamic and challenging environment, this role offers an exciting opportunity to grow and make a meaningful impact.,

Join us as an Assistant Vice President (AVP) Treasury Capital at Barclays, where you will lead the evolution of the digital landscape, focusing on innovation and excellence. By leveraging cutting-edge technology, you will transform our digital offerings to ensure unmatched customer experiences. To excel in this role, you should possess the following essential skills and qualifications: - Developing and maintaining valuation methodologies for various financial instruments, and implementing suitable valuation models based on instrument characteristics and market conditions. - Overseeing the valuation process for the bank's trading portfolio, including regular valuations and approval of valuations by colleagues. - Analyzing market data to evaluate valuation inputs, assumptions, and potential risks. - Preparing and reviewing valuation reports, assisting in regulatory filings and financial statements. - Providing valuation insights to traders, risk professionals, and senior colleagues, identifying areas for enhancement in valuation methodologies and processes. You will be evaluated based on key critical skills essential for success in the role, such as risk management, change and transformation, business acumen, strategic thinking, digital and technology expertise, and job-specific technical skills. The position is located in Noida. As an AVP Treasury Capital, your primary purpose is to manage the financial operations of the organization, ensuring accuracy, integrity, and reliability in financial reporting. Key responsibilities include: - Managing the preparation and presentation of accurate and timely financial statements in compliance with relevant accounting standards, rules, and regulations. - Assisting in identifying, evaluating, and mitigating financial risks, and reporting these risks to senior management. - Developing and maintaining a robust system of internal controls to safeguard assets, prevent fraudulent misreporting, and ensure data accuracy. - Implementing up-to-date financial policies and procedures for consistent and effective financial practices. - Overseeing the selection, implementation, and maintenance of financial systems and software applications in collaboration with IT colleagues. - Preparing and submitting statutory and regulatory reports, as well as supporting other departments in regulatory report preparation and review. - Coordinating with external auditors and regulatory authorities during audits and examinations. As an AVP, you are expected to: - Advise and influence decision-making, contribute to policy development, and ensure operational effectiveness. - Lead a team in performing complex tasks, set objectives, coach employees, and appraise performance. - Demonstrate leadership behaviours that create an environment for colleagues to excel. - Consult on complex issues, provide advice to support issue resolution, and mitigate risks. - Collaborate with other areas of work, engage in complex data analysis, and communicate effectively to influence stakeholders. All colleagues are expected to embody the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset of Empower, Challenge, and Drive.,

Join us as AVP Treasury Capital at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unparalleled customer experiences. To be successful as an AVP Treasury Capital, you should have experience with the development and maintenance of valuation methodologies for various financial instruments. You will implement appropriate valuation models based on the characteristics of the financial instruments and market conditions. Additionally, you will be responsible for managing the valuation process for the bank's trading portfolio, including regular valuations of financial instruments and approval of valuations performed by colleagues. Your role will involve analyzing market data to assess valuation inputs, assumptions, and potential valuation risks. You will also be responsible for the preparation and review of valuation reports, supporting in preparing regulatory filings and financial statements, and providing valuation insights to traders, risk professionals, and senior colleagues. Your identification of areas for improvement in valuation methodologies and processes will be crucial. Key critical skills relevant for success in this role may include risk and controls, change and transformation, business acumen, strategic thinking, digital, technology, and job-specific technical skills. The role is based out of Noida. Purpose of the role: To manage the financial operations of the organization, ensuring the accuracy, integrity, and reliability of financial reporting. Accountabilities: - Manage the preparation and presentation of accurate and timely financial statements and other accounting records in accordance with relevant accounting standards, rules, and regulations. - Support in the identification, assessment, and mitigation of financial risks, and report on these financial risks to senior colleagues. - Develop and maintain a robust system of internal controls to safeguard assets, ensure no fraudulent misreporting, and ensure the accuracy of financial data. Regularly assess the effectiveness of internal controls to address any weaknesses or gaps. - Develop and implement up-to-date financial policies and procedures to ensure consistent and effective financial practices across the organization. - Manage the selection, implementation, and maintenance of financial systems and software applications. Collaborate with IT colleagues to integrate financial systems with other enterprise systems. - Prepare and submit statutory and regulatory reports to authorities. Provide support to other departments in their preparation and review of regulatory reports. - Coordinate with external auditors and regulatory authorities in support of audits and examinations. As an Assistant Vice President, you are expected to advise and influence decision-making, contribute to policy development, and take responsibility for operational effectiveness. Collaborate closely with other functions/business divisions. Lead a team performing complex tasks, using well-developed professional knowledge and skills to deliver work that impacts the whole business function. Set objectives, coach employees in pursuit of those objectives, appraise performance relative to objectives, and determine reward outcomes. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviors to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviors are: L Listen and be authentic, E Energize and inspire, A Align across the enterprise, D Develop others. For an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialization to complete assignments. They will identify new directions for assignments and projects, using a combination of cross-functional methodologies or practices to meet required outcomes. Consult on complex issues, providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and develop new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. All colleagues are expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset to Empower, Challenge, and Drive the operating manual for how we behave.,

The role involves conducting valuations of plant and machinery assets by engaging with clients, analyzing financial and technical data, and preparing valuation reports. Responsibilities include business development, site inspections, market research, and applying valuation methodologies. Strong technical skills in financial analysis, report writing, and MS Office are essential. Knowledge of GAAP/IFRS and valuation standards is required. About The Role: Conducting Business Development Activities with Banks, Corporates, Government, Insurance Cos, Insurance Brokers, IRP s, and Auditors for selling Valuation Services Carry out site visit to the plant locations for inspection of assets, discussions with plant technical team to collate required inputs for valuation analysis. Assist team lead in finalizing information request lists and question list Analyse Fixed Asset Register (FARs) to identify information gaps Prepare/update valuation models and report for Capital Equipment (Property, Plant & Equipment) with guidance from Seniors Formulate and fully integrated valuation. Performing market research to estimate replacement costs, useful lives and depreciation techniques for different types of machinery and equipment Staying updated on current business, economic and regulatory developments relevant to our clients Build strong professional relationship with onshore teams through project work About You: Minimum 2 -3 years Experience Understanding of valuation methodologies (income, market and cost approaches) Command over accounting and financial statements analysis Strong business writing skills Knowledge of relevant respective local GAAP or IFRS standards Advanced knowledge of MS Office (specifically, MS Excel, MS Word, and MS PowerPoint)