Associate Director
On-siteMumbai, Maharashtra, India
Job Summary
Drive origination of new mandates through existing networks, Big 4 referral channels, and GP/LP relationships while representing the firm at industry conferences and roundtables. Deliver seamless engagement across complex valuation mandates involving financial reporting, alternative investments, and structured instruments. Lead team hiring, training, and performance management in collaboration with the Practice Leader. Present results to senior management, Audit Committees, and Boards, leveraging deep expertise in Ind AS, US GAAP, and IFRS standards. Construct yield-based models for direct lending, CLO tranches, and distressed debt under Level 2 and Level 3 fair value hierarchies. Contribute thought leadership articles and point of view on relevant topics. Requires 12+ years of progressive valuation experience with an MBA or CFA, reporting directly to the Practice Leader in Mumbai.
Required Qualifications
- Experience in valuation of intangible assets and contingent consideration for purchase price allocation
- impairment testing of goodwill and long-lived assets under Ind AS/US GAAP/IFRS
- quarterly and annual portfolio company valuations for PE funds / VC under ASC 820 / IFRS 13 and in accordance with IPEV Guidelines
- valuing direct lending portfolios, CLO tranches, distressed debt, mezzanine, and unitranche facilities under Level 2 and Level 3 fair value hierarchy
- Construct yield-based models incorporating credit risk, spread analysis, prepayment assumptions, and structural subordination
- 409A and other tax related valuation
- complex financial instruments including derivatives, convertible notes, SAFEs, warrants, preferred equity, ELOC, RSU, phantom stocks
- Good understanding of relevant Ind AS, US GAAP and IFRS standards
- Experience of dealing with auditors and presenting results to senior management, Audit Committees, Boards
- Understanding of advanced valuation models like Binomial lattice, Monte Carlo
- MBA / CFA Charterholder (US)
- 12+ years of progressive valuation and financial advisory experience
- Minimum 3 years at Director, Senior Manager, or equivalent level within a Big 4 Valuations group, boutique valuation firm, or investment bank advisory practice
Desired Qualifications
- Cross-border engagement experience a plus
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