19 Valuation Modeling Jobs in Pune

Role Overview: As an Actuarial Senior Consultant at our company, you will be a key member of our dynamic Actuarial team. Your main focus will be on providing high-impact actuarial services within the Life, Health, and Retirement domains. You will play a crucial role in advanced pricing, modeling, reporting, and automation efforts to drive performance, efficiency, and compliance in a fast-paced environment. Key Responsibilities: - Provide end-to-end actuarial support in product development, projection, implementation, valuation, illustrations, reinsurance, and risk management. - Lead technical pricing initiatives and contribute to new business strategies through data analysis and reporting. - Support actuarial model conversions and the implementation of new regulatory frameworks. - Leverage and enhance valuation systems for efficiency improvements and finance performance delivery. - Develop automated tools and dashboards to monitor data anomalies, methodologies, and KPIs. - Own and deliver multiple projects simultaneously, ensuring adherence to quality and deadlines. - Translate complex actuarial models and data into actionable insights for business stakeholders. Qualification Required: - Bachelors or Masters degree in Actuarial Science, Statistics, Applied Mathematics, or a related quantitative field. - Pursuing actuarial certification from IAI (India) / IFoA (UK) / SOA (US). - Minimum 4 actuarial exams passed (CM1 mandatory; CM2 preferred). - 4-6 years of experience in Life, Health, or Retirement actuarial domains. Additional Details: The company is looking for individuals with expertise in actuarial software such as Prophet, GGY AXIS, MG ALFA, Moses, or Polysystem. Proficiency in Excel and VBA is required, and hands-on experience with R, Python, or SAS is considered an added advantage. A strong understanding of insurance market structures, regulations, and governance frameworks is also necessary. As the ideal candidate, you should possess excellent problem-solving and analytical thinking skills, along with strong communication abilities to simplify complex actuarial concepts. A proactive mindset and the ability to manage priorities across multiple projects are highly valued in this role. Role Overview: As an Actuarial Senior Consultant at our company, you will be a key member of our dynamic Actuarial team. Your main focus will be on providing high-impact actuarial services within the Life, Health, and Retirement domains. You will play a crucial role in advanced pricing, modeling, reporting, and automation efforts to drive performance, efficiency, and compliance in a fast-paced environment. Key Responsibilities: - Provide end-to-end actuarial support in product development, projection, implementation, valuation, illustrations, reinsurance, and risk management. - Lead technical pricing initiatives and contribute to new business strategies through data analysis and reporting. - Support actuarial model conversions and the implementation of new regulatory frameworks. - Leverage and enhance valuation systems for efficiency improvements and finance performance delivery. - Develop automated tools and dashboards to monitor data anomalies, methodologies, and KPIs. - Own and deliver multiple projects simultaneously, ensuring adherence to quality and deadlines. - Translate complex actuarial models and data into actionable insights for business stakeholders. Qualification Required: - Bachelors or Masters degree in Actuarial Science, Statistics, Applied Mathematics, or a related quantitative field. - Pursuing actuarial certification from IAI (India) / IFoA (UK) / SOA (US). - Minimum 4 actuarial exams passed (CM1 mandatory; CM2 preferred). - 4-6 years of experience in Life, Health, or Retirement actuarial domains. Additional Details: The company is looking for individuals with expertise in actuarial software such as Prophet, GGY AXIS, MG ALFA, Moses, or Polysystem. Proficiency in Excel and VBA is required, and hands-on experience with R, Python, or SAS is considered an added advantage. A strong understanding of insurance market structures, regulations, and governance frameworks is also necessary. As the ideal candidate, you should possess excellent problem-solving and analytical thinking skills, along with strong communication abilities to simplify complex actuarial concepts. A proactive mindset and the ability to manage priorities across multiple projects are highly valued in this role.

As a member of the Private Equity Valuations Team of a US-based Alternative Asset Manager, your role involves validating the valuations of private investments, reviewing and documenting valuation models at the asset level, drafting investment memos, and providing valuable insights. Your key responsibilities include: - Reviewing the inputs included in the valuation matrix-based valuation models and materials - Validating valuation methodology and models used for model calibration and methodology review - Reviewing the valuation of assets held by the funds at each NAV frequency - Reviewing significant changes in valuation marks/other valuation KPIs through simple, detailed, and scoring sample testing for public and liquid assets - Reviewing and documenting the valuation models at the asset level - Supporting the onshore team with the monthly and quarterly valuation review process - Preparing and validating monthly and quarterly NAV review, including NAV snapshot, waterfall analysis, and performing reasonability checks on CAS - Verifying fair value vs. accounting, analytically reviewing assets, liabilities, interest, and expenses before/after NAV release, and resolving discrepancies or inconsistencies discovered during the review - Performing analysis to incorporate all relevant information into the valuation review process - Collaborating closely with the onshore team to provide accurate and timely reporting on Valuation activities performed Qualifications required for this role include: - Masters degree in finance, Accounting, or a related field - 1-6 years of experience in valuations - Strong proficiency in financial modeling, valuation analysis, and data analysis - Demonstrated expertise in financial statement analysis and interpreting complex financial data - Excellent analytical and problem-solving skills with attention to detail - Preferably holding a CFA designation or actively pursuing the CFA program - Advanced proficiency in MS Excel, Bloomberg, and other relevant financial analysis tools - Strong written and verbal communication skills for presenting complex financial information effectively - Proven ability to work independently and collaboratively in a fast-paced, dynamic environment No additional details of the company were mentioned in the job description.,

As a Quantitative Developer at our company, you will be responsible for analyzing and developing Monte-Carlo based financial risk calculations for Market risk and Credit Risk requirements. Your key responsibilities will include: - Analysis and fixing of functional issues raised by clients in the area of financial derivatives valuation, Market Risk, Credit Risk, and CVA computations. - Understanding clients" requirements, analyzing clients" functional specifications and spreadsheets, and implementing solutions on the C#.net platform. - Reading and researching mathematical solutions for regulatory requirements and financial valuations. - Helping sales teams, clients, and implementation teams by providing guidance and demonstrations. - Validating existing models and suggesting any improvements. In terms of qualifications, we are looking for candidates who possess: - Post Graduate in Mathematics/Statistics/Physics/Quantitative Finance or any other subject of quantitative nature. - Proficiency in understanding capital markets, financial derivatives, and risk management. - FRM/PRM certifications are good to have. - Certificate in Quant Finance (CQF) is preferred. To be successful in this role, you should have: - At least 3 years of experience in quantitative development, analysis, and research. - Experience in working with MNCs and interacting with people on-site in the UK, US, and APAC. About the company: We have an enterprise-wide risk engine capable of measuring and monitoring credit exposures and CVAs at lightning speed. The engine prices complex derivatives using closed form and Monte-Carlo techniques, allowing customers to measure and manage Market risk effectively. If you meet the qualifications and have the required experience, we encourage you to apply for this exciting opportunity by sending your resume to jobs@augustainfotech.com.,

As a candidate for the position at Maxim Research, you should meet the following qualifications: - You should be a CA ranker, CFA, or MBA from a top-tier institute. - You should have 2-5 years of work experience, with 1-3 years preferably in Valuation or Equity Research. - Your skill set should include excellent analytical and communication skills. - Familiarity with Finance databases like Bloomberg and Capital IQ is essential. - You must have strong finance domain knowledge and valuation modeling capabilities. - Being a self-starter and highly motivated individual is crucial for this role. In terms of responsibilities, you will be expected to: - Manage a fast-growing practice in the areas of valuation services and due diligence. - Possess a strong blend of analytical thinking and operations execution. - Structure and guide a variety of valuation assignments and manage projects internally. If shortlisted, the interview process will be conducted on a rolling basis until the 2 vacancies are filled. Please send your application along with your CV to hr@maxim-research.com.,

Role Overview: TresVista is a global enterprise focused on delivering enduring value by combining best practices, technology-enabled execution, and industry-leading talent. As an Analyst at TresVista, you will be part of a two-year program where you will work on executing client projects with the guidance of Senior Analysts and Associates. This role will provide you with opportunities to leverage your knowledge and skills acquired through training and on-the-job learning, network with senior professionals, and gain exposure to diverse projects. Key Responsibilities: - Collaborate with the Associate and Vice President to implement solutions and recommendations for client deliverables based on data analysis and financial concepts understanding - Conduct financial modeling, valuations, financial analysis, sector landscaping, investment opportunity identification, industry/equity research report writing, information memorandum preparation, and merger consequence analysis - Stay updated on the latest trends in financial markets Qualifications Required: - Graduation in any field Additional details of the company: TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. The Research and Investment Services (RIS) department offers Modeling and Financial Analysis, Research, Due Diligence, Valuation and Portfolio Management, Deal Sourcing, and Marketing and Communications services to clients across various sectors. Working at TresVista, you will be part of a group of highly skilled professionals who support clients in operating smarter and growing stronger.,

As a Senior Analyst (Buy Side), you will be responsible for providing investment research support to investment banks, hedge funds, and other financial institutions. Your key responsibilities will include: - Conducting in-depth secondary research and offering deep insights on the sector or companies under coverage. - Preparing detailed research reports, investment summaries, and presentations for portfolio managers and senior analysts. - Performing industry and thematic research, identifying trends, competitive dynamics, and market developments that impact investment opportunities. - Tracking and analyzing key performance indicators, management commentary, and market sentiment for coverage companies. - Supporting the investment team with data gathering, modeling, and monitoring of existing and potential portfolio holdings. - Providing quarterly earnings preview/review support and writing investment notes. - Developing detailed financial models from scratch; updating and restructuring existing financial models; performing valuation analysis including DCF, relative valuation, and SOTP. - Writing company ICRs, sector outlook, and macro events/thematic reports. - Providing research support on various ad-hoc projects, including developing ESG frameworks, tracking macroeconomic events, preparing sector presentations and newsletters, and maintaining sector databases. - Ensuring that the tasks assigned are completed within the deadline, and ensuring top-quality output with a thoroughly conducted self-driven quality-check process. - Proactively communicating with the client and sharing regular project updates. Qualifications required for this role include: - MBA Finance / CA / CFA level with at least 4 years of relevant experience in equity research. - Strong financial acumen, critical thinking, and the ability to synthesize complex information into actionable insights that enhance investment decision-making. - Proficiency in conducting secondary research and sharing deep insights in a presentable format. - Proficiency in financial modeling, including detailed 3-statement forecasting, multiple scenario analysis, discounted cash flow valuation, and relative valuation. - Knowledge of databases such as Alpha Sense, Bloomberg, and Thomson Reuters. - Proficiency in MS Office Suite (MS Excel, MS Word, MS PowerPoint). - Excellent written and verbal communication skills in English. - Self-motivated, with a strong desire to learn and deliver. - Self-driven and dynamic; able to think out-of-the-box and come up with innovative ideas.,

As a member of the AB Structured Private Placements team at AllianceBernstein, your role will involve the following responsibilities: - Ongoing monitoring of portfolio companies - Updating and maintaining portfolio company financial reporting models - Creation of quarterly valuation and portfolio management materials - Handling ad-hoc projects such as legal tracking, industry research, KPI tracking, and report generation - Supporting the credit team in portfolio company active deal work including amendments and upsizes What makes this role unique and interesting is: - Exposure to a variety of asset class and sector business models - Opportunity to present to senior credit team members - Opportunity to develop diverse skill sets including financial modeling, technology, writing, and presentations - Being part of a collaborative team - Opportunity to mentor and lead team members as the business grows Qualifications, Experience, and Education required for this position are: - Excellent financial analysis and modeling skills - Strong quantitative background with excellent academic credentials - Strong analytical, verbal and written communication skills - Organizational and interpersonal skills - Proactive, resourceful, and self-starter mindset - Ability to work independently and as well as a part of a team - 2+ years of relevant professional experience Location for this position is Pune, India. As a member of the AB Structured Private Placements team at AllianceBernstein, your role will involve the following responsibilities: - Ongoing monitoring of portfolio companies - Updating and maintaining portfolio company financial reporting models - Creation of quarterly valuation and portfolio management materials - Handling ad-hoc projects such as legal tracking, industry research, KPI tracking, and report generation - Supporting the credit team in portfolio company active deal work including amendments and upsizes What makes this role unique and interesting is: - Exposure to a variety of asset class and sector business models - Opportunity to present to senior credit team members - Opportunity to develop diverse skill sets including financial modeling, technology, writing, and presentations - Being part of a collaborative team - Opportunity to mentor and lead team members as the business grows Qualifications, Experience, and Education required for this position are: - Excellent financial analysis and modeling skills - Strong quantitative background with excellent academic credentials - Strong analytical, verbal and written communication skills - Organizational and interpersonal skills - Proactive, resourceful, and self-starter mindset - Ability to work independently and as well as a part of a team - 2+ years of relevant professional experience Location for this position is Pune, India.

As an Analyst in the Valuations Team at our esteemed buy-side client, you will be responsible for conducting comprehensive valuation assessments of private equity investments, including venture capital, buyouts, and real estate assets. Your role will involve developing, maintaining, and enhancing valuation models and methodologies tailored to specific asset classes. Collaborating with the Investment Team, you will assess and mitigate risks associated with existing investments and perform due diligence on new investment opportunities by analyzing financial statements, market dynamics, and risk factors. Your key responsibilities will include: - Conducting comprehensive valuation assessments of private equity investments - Developing, maintaining, and enhancing valuation models and methodologies - Collaborating with the Investment Team to assess and mitigate risks - Performing due diligence on new investment opportunities - Creating and maintaining complex financial models - Monitoring the financial performance of portfolio companies - Preparing detailed valuation reports and presentations - Ensuring compliance with industry standards and reporting requirements - Working closely with team members to ensure a coordinated approach to valuation and investment decisions Qualifications required for this role include: - Minimum of 2 years of experience in private equity valuations within the financial services industry - Strong proficiency in financial modeling and financial data analysis - Demonstrated expertise in assessing credit risk and financial statement analysis - Excellent analytical and problem-solving skills - Advanced proficiency in MS Excel, Bloomberg, and other relevant financial analysis tools - Strong written and verbal communication skills - Proven ability to work independently and collaboratively in a fast-paced environment If you are a skilled and experienced Analyst with a minimum of 2 years of experience in valuations and modeling, and hold a CFA designation or are currently pursuing the CFA program, we encourage you to apply for this exciting opportunity based in Mumbai/Pune.,

An Investment Analyst plays a critical role in the financial industry by researching and analyzing investment opportunities to help individuals and institutions make informed decisions. They delve into financial markets, companies, and various asset classes, providing the insights necessary to build successful investment portfolios. Key responsibilitiesInvestment Analysts' responsibilities are diverse, involving in-depth research, financial modeling, and the ability to articulate investment theses. Key duties include:Market and industry research: Conducting comprehensive research on industries, economic trends, and market conditions to identify potential investment opportunities and risks.Company analysis: Performing fundamental analysis on companies, including reviewing financial statements, evaluating business models, and assessing management quality to determine intrinsic value.Financial modeling: Building and maintaining detailed financial models (e.g., discounted cash flow, comparable company analysis) to forecast company performance and valuation.Investment recommendations: Formulating clear, data-backed investment recommendations (buy, sell, hold) based on research and analysis, and presenting them to fund managers, clients, or internal committees.Portfolio monitoring: Tracking the performance of existing investments and portfolios, identifying factors affecting their value, and recommending adjustments as needed.Due diligence: Participating in due diligence for potential investments, which might involve site visits, management interviews, and reviewing legal documents.Reporting: Preparing detailed research reports, investment memorandums, and presentations to communicate findings and recommendations. If you're interested, Kindly forward your resume to:- worksuccess565@gmail.com

An Investment Banker plays a crucial role in the financial world, primarily assisting corporations, governments, and other entities in raising capital and providing strategic financial advice. Their work often involves complex financial transactions, making the role demanding but also highly impactful. Duties and responsibilitiesCapital raising:Underwriting: Assisting clients in issuing and selling debt (bonds) or equity (stocks) securities to investors, involving market analysis, pricing, and distribution.Private placements: Facilitating the raising of capital from a select group of private investors, such as private equity funds or hedge funds.Loan syndication: Arranging large loans for clients by involving multiple banks to share the risk. Mergers and acquisitions (M&A) advisory:Target identification: Identifying potential acquisition targets or buyers for clients.Valuation: Performing in-depth financial analysis and valuation of companies to determine appropriate deal prices.Negotiation: Advising clients during negotiations, structuring deals, and finalizing terms.Due diligence: Assisting with the rigorous investigation of a company's financial records, legal status, and other material facts before a transaction closes. Financial advisory:Strategic consulting: Providing advice on various financial matters, including corporate restructuring, leveraged buyouts, and divestitures.Risk management: Advising clients on managing financial risks, such as interest rate and currency fluctuations. Relationship management:Client acquisition and retention: Building and maintaining strong relationships with clients to understand their financial needs and offer suitable solutions.Market intelligence: Staying abreast of market trends, economic conditions, and regulatory changes to provide informed advice. Deal execution and project management:Pitching: Preparing detailed presentations ("pitch books") to prospective clients, outlining proposed strategies and services.Documentation: Managing and preparing transaction-related documents, including offering memorandums, prospectuses, and legal agreements.Coordination: Working closely with legal teams, accountants, and other specialists to ensure smooth transaction execution. If you're interested, Kindly forward your resume to:- elisajohnson651@gmail.com

As a Quantitative Developer at the company, your role will involve analyzing and developing Monte-Carlo based financial risk calculations for Market risk and Credit Risk requirements. You will be responsible for: - Analysis and fixing of functional issues related to financial derivatives valuation, Market Risk, Credit Risk, and CVA computations raised by clients. - Understanding clients" requirements, analyzing functional specifications and spreadsheets, and implementing solutions on the C#.net platform. - Reading and researching mathematical solutions for regulatory requirements and financial valuations. - Assisting sales teams, clients, and implementation teams by providing guidance and demonstrations. - Validating existing models and suggesting improvements. In addition, the company has an enterprise-wide risk engine capable of measuring and monitoring credit exposures and CVAs at a high speed. The engine prices complex derivatives using closed form and Monte-Carlo techniques, enabling customers to measure and manage Market risk effectively. Qualifications required for this role include: - Post Graduate in Mathematics/Statistics/Physics/Quantitative Finance or any other subject of quantitative nature. - Proficiency in understanding capital markets, financial derivatives, and risk management. - FRM/PRM certifications are advantageous. - Certificate in Quant Finance (CQF) is preferred. You should have at least 3 years of experience in quantitative development, analysis, and research, along with experience working with MNCs and interacting with people on-site in UK, US, and APAC. Skills required for this role include proficiency in: - Quantitative finance - Monte Carlo simulations - Financial modeling - Mathematical modeling - C# and C++ - Algorithms and data structures - Market Risk and Credit Risk - FRM, PRM, and CQF certifications Your educational background should include a B.E/B.Tech degree in a relevant field. For further details or to apply for this position, please contact jobs@augustainfotech.com.,

You will be responsible for leading the financial research vertical focused on investment banking within the company. Your key responsibilities will include: - Leading the team in supporting M&A & ECM transactions by preparing various documents such as Information Memorandums, Roadshow presentations, financial models, valuations, etc. - Understanding client deliverables, defining engagement scope, delivering project plans to clients, managing timelines, and ensuring timely completion of deliverables. - Engaging and coordinating with various clients including investment banks, PE/VC funds, and corporates to cultivate strong relationships. - Supervising staffing, training, and managing a team of analysts and interns to ensure work completion within set timelines. - Collaborating with senior management in creating team budgets and achieving P&L targets. - Mentoring and coaching junior team members, offering guidance on financial analysis techniques and professional development. - Developing systems & processes, databases, firm-wide templates, and documents to standardize the quality of deliverables. Qualifications required for this role include: - Bachelor's degree in finance, Economics, Engineering, or related discipline (CA/CFA preferred). - Minimum of 5 years of core Investment Banking experience, preferably in M&A, capital markets, or strategic advisory. - Advanced proficiency in financial modeling, valuation, Excel, PowerPoint, and data platforms like Capital IQ, Pitchbook, or Bloomberg. - Proven track record in executing live deals, conducting due diligence, preparing pitch books, and creating client-ready financial analysis. - Strong analytical and quantitative skills with attention to detail and accuracy. - Excellent verbal and written communication skills to articulate complex financial concepts clearly. - Highly organized with the ability to manage multiple workstreams concurrently within tight deadlines. - Team-oriented mindset with a strong work ethic and flexibility to work extended hours when necessary. This is a full-time position with the benefit of working from home. The work location is in person.,

You will be an integral part of the TMT Transactions team, based in Pune, India, working on a mix of domestic and cross-border Technology M&A and Cap Raise transactions. As a key member of the team, you will support various aspects of the deal process such as Financial Statement Analysis, Due Diligence, building Financial models, and investor collateral. **Key Responsibilities:** - Focus on execution of active deal mandates and lead preparation of transaction-related documents, financial modeling, and valuation analysis & scenarios. - Conduct Transaction Research including industry vertical analysis, market, strategic and industry peer analyses, and financial valuation benchmarks. - Develop detailed financial models to evaluate business performance under different scenarios and analyze the impacts of different capital structures. - Coordinate investor/acquirer calls, support data room set-up, term-sheet negotiations, and due diligence activities. - Manage due diligence process, liaise with third-party vendors like accounting firms/legal firms, and resolve issues/concerns. - Assist with research and analysis of sectors and transactions, present findings to management/team, and coordinate data for new trends and transaction ideas. **Qualification Required:** - 2 to 4 years relevant work experience with a big 4 or cross-border boutique Investment Bank focused on Technology, IT Services, or TMT sector deals. - Experience in sell-side Investment banking/Transaction Advisory Services/M&A transactions in the Technology sector. - Good understanding of the technology landscape and investment/exit transactions process. - Proficient in building investor collateral like pitch decks, teasers, CIMs, Financial Models, etc. - Bachelor's degree with relevant experience in the Tech industry and MBA/CFA from Top Institutions with at least 2 years relevant investment banking/M&A/Consulting experience. If you meet the above requirements and are interested in joining the TMT Transactions team in Pune, please apply with your resume and provide brief responses to the questions mentioned in the job description.,

Role Overview: You should have 5-8 years of experience in building financial models, analyzing company performance, and industry trends. Your expertise will be crucial in preparing valuation deliverables for lending, investment, and M&A analysis. Strong Excel modeling skills are a must for this role. Key Responsibilities: - Build financial models to assess company performance. - Analyze industry trends to provide valuable insights. - Prepare valuation deliverables for various purposes such as lending, investment, and M&A analysis. Qualifications Required: - 5-8 years of experience in financial modeling and analysis. - Proficiency in Excel modeling. - Strong understanding of company valuation methods. Note: No additional details about the company were provided in the job description. Role Overview: You should have 5-8 years of experience in building financial models, analyzing company performance, and industry trends. Your expertise will be crucial in preparing valuation deliverables for lending, investment, and M&A analysis. Strong Excel modeling skills are a must for this role. Key Responsibilities: - Build financial models to assess company performance. - Analyze industry trends to provide valuable insights. - Prepare valuation deliverables for various purposes such as lending, investment, and M&A analysis. Qualifications Required: - 5-8 years of experience in financial modeling and analysis. - Proficiency in Excel modeling. - Strong understanding of company valuation methods. Note: No additional details about the company were provided in the job description.

You will be responsible for financial modeling, financial analysis, valuation, and risk analysis of greenfield and M&A transactions in the AMEA region. Your key responsibilities will include: - Preparation of financial models and valuation of projects in compliance with investment guidelines, modeling standards, and methodology. - Conducting financial analyses or reviewing and/or auditing financial models. - Assisting with the structuring and execution of financing plans for new projects. - Preparation of accounting and tax impacts of transactions in financial models (with support from relevant expertise centers and/or external consultants). - Assisting with analysis on risk allocation, bankability issues, optimization & tax structuring. - Contributing to the monitoring and/or review of internal methods for the AIFA team and ensuring adherence with methods set or shared with Global AIFA. - Proposing enhancements to financial modeling related/analytical methods. Qualifications and Experience required: - Finance/Economics based degree or a professional qualification such as CFA, CIMA, ACA, ACCA (or equivalent) or other (engineer). - 2 to 8 years of relevant experience as a Financial Analyst/Advisor, preferably within a sponsor-side AIFA/Project Finance team, Bank, Financial Advisory firm, or accounting/Fiscal Advisory firm. - Proven experience in financial modeling and proficiency in Excel, including writing basic Macros. - Proficiency and knowledge of Financial Valuation methodology. You should have the following specific knowledge/skills: - Strong and proven analytical skills, including proficient financial modeling. - Good understanding of accounting topics and tax structuring. - Good understanding of energy business and risk allocation frameworks. - Exposure to renewable and conventional energy business in India, Middle East, Africa would be an advantage. - Planning ability and capacity to deliver on plans and work independently. Location: - Primary Location: Pune or Mumbai - Open to Travel as per job requirement (not extensive),

As a Fund Manager, your role involves managing and growing investment portfolios to optimize returns and support client financial objectives with sound market insights. You will be responsible for planning and executing investment and fund allocation strategies, managing diversified portfolios across equity, debt, and other asset classes, conducting market research, economic analysis, and industry tracking, creating financial models, evaluating portfolio performance, implementing risk management measures, preparing periodic investment reports, and ensuring regulatory and policy compliance. Your key responsibilities include: - Plan and execute investment and fund allocation strategies. - Manage diversified portfolios across equity, debt, and other asset classes. - Conduct market research, economic analysis, and industry tracking. - Create financial models and evaluate portfolio performance. - Implement risk management measures to safeguard returns. - Prepare periodic investment reports and communicate performance insights. - Ensure regulatory and policy compliance. To excel in this role, you should possess the following skills and competencies: - Financial Planning & Portfolio Strategy - Financial Modeling & Valuation Analysis - Risk Assessment & Risk Control - Strong Market & Industry Knowledge - Technical Proficiency in Excel & research tools (e.g., Moneycontrol, TradingView, etc.) Qualifications required for this position: - Bachelors/Masters in Finance, Economics, or related field. - 2-3 years of experience in Fund/Portfolio Management or Investment Advisory. - Certifications NISM / CFA / CFP preferred. Please note that this is a full-time, permanent position with the work location being in person.,

Role Overview: As an M&A Analyst at Gruve, you will be responsible for identifying, evaluating, and executing acquisition and investment opportunities. Your role will involve conducting market research, financial modeling, due diligence, and supporting negotiation processes to drive strategic growth initiatives. You will play a crucial role in maintaining an updated pipeline of acquisition targets, monitoring post-merger integration, and providing regular reports to senior leadership. Key Responsibilities: - Conduct market research, industry analysis, and competitive benchmarking for potential targets. - Perform detailed financial modeling, valuation (DCF, comparable comps, precedent transactions), and sensitivity analysis. - Assist in the preparation of investment memos, pitch decks, and board presentations. - Coordinate due diligence across financial, legal, tax, and operational teams. - Support negotiation processes with advisors, investment banks, and target companies. - Monitor post-merger integration performance and track value realization. - Maintain an updated pipeline of acquisition targets and investment opportunities. - Provide regular reports to senior leadership on deal status, risks, and opportunities. Qualifications & Skills: - Bachelors degree in finance, Accounting, Economics, or related field (MBA / CFA preferred). - 5+ years experience in M&A, investment banking, private equity, or corporate development. - Strong knowledge of corporate finance, valuation techniques, and financial modeling. - Proficiency in Excel, PowerPoint, and financial databases (Bloomberg, CapitalIQ, etc.). - Excellent communication and presentation skills for executive and board-level interactions. - Ability to work under tight deadlines and manage multiple transactions simultaneously. - Strong business acumen, analytical mindset, and attention to detail. Additional Details: Gruve is an innovative software services startup dedicated to transforming enterprises to AI powerhouses. The company specializes in cybersecurity, customer experience, cloud infrastructure, and advanced technologies such as Large Language Models (LLMs). With a mission to assist customers in utilizing their data for making more intelligent decisions, Gruve offers a dynamic environment with strong customer and partner networks. The company fosters a culture of innovation, collaboration, and continuous learning, aiming to build a diverse and inclusive workplace where everyone can thrive and contribute their best work. Gruve is an equal opportunity employer, welcoming applicants from all backgrounds.,

As a member of the Private Equity Valuations Team for our Alternative Asset Manager client, your role will involve validating the valuations of private investments. You will review and document the valuation models at the asset level, draft investment memos, and provide valuable insights. Your responsibilities will include: - Reviewing the inputs included in the valuation matrix-based valuation models and materials - Validating the valuation methodology and models used, including model calibration and methodology review - Reviewing the valuation of assets held by the funds at each NAV frequency - Reviewing significant changes in valuation marks/other valuation KPIs through simple, detailed, and scoring sample testing for the public and liquid assets - Supporting the onshore team with monthly and quarterly valuation review processes - Preparing and validating monthly and quarterly NAV reviews, including NAV snapshot, waterfall analysis, and performing reasonability checks on CAS - Verifying fair value vs. accounting, analytically reviewing assets, liabilities, interest, and expenses before/after NAV release, and resolving discrepancies or inconsistencies discovered during the review - Performing analysis to incorporate all relevant information into the valuation review process - Collaborating closely with the onshore team to provide accurate and timely reporting on Valuation activities performed Qualifications required for this role include: - Masters degree in finance, Accounting, or a related field - 1-6 years of experience in valuations - Strong proficiency in financial modeling, valuation analysis, and data analysis - Demonstrated expertise in financial statement analysis and interpreting complex financial data - Excellent analytical and problem-solving skills with attention to detail - Candidates with a CFA designation or those actively pursuing the CFA program will be given preference - Advanced proficiency in MS Excel, Bloomberg, and other relevant financial analysis tools - Strong written and verbal communication skills for presenting complex financial information effectively - Proven ability to work independently and collaboratively in a fast-paced, dynamic environment,

Role Overview: As an M&A Analyst, your primary responsibilities will include conducting research on prospective firms, preparing customized presentations for business executive teams, and initiating contact with potential merger and acquisition targets. You will be required to collect and analyze large amounts of data on businesses, companies, and firms within the assigned geographical area. Additionally, you will play a strategic role in enhancing marketing materials, developing industry-specific materials, and maintaining consumer relations during merger or acquisition deals. Key Responsibilities: - Conduct research on prospective firms and prepare customized presentations for business executive teams - Initiate contact with potential merger and acquisition targets through various channels such as internet prospecting, networking, and database searches - Formulate financial reports based on shared private and public information, including company revenue and staff resources assessments - Analyze prospective business consumers and industry sub-sectors to contribute valuable insights - Track key metrics, ensure data accuracy, and create reports for senior management consideration - Enhance marketing materials and acquisition stories to position the business with potential targets - Collaborate closely with senior M&A management on prospecting activities and identifying merger and acquisition targets - Work with internal and external teams to define systems and processes necessary for the execution of merger or acquisition deals - Perform additional duties as necessary for the proper execution of assigned responsibilities Qualifications Required: - Ideal Educational Qualification: Engineer (BE/ B. Tech) + MBA (Finance), Com/ M. Com + MBA (Finance), or CA with experience in Business Projections, Business Plans, and Valuations - 2-5 years of experience in Debt Syndication and/or M&A deals, with a track record of executing at least 5 deals from start to end - Experience working in the manufacturing sector on at least 2-3 deals - Proficiency in MS Word, MS Excel, and PowerPoint for report and presentation creation - Strong research, analytical modeling, and technical skills - Exceptional interpersonal skills, including the ability to make connections, work well in a team setting, and remain calm in uncertain situations - Confidence, approachability, and likability as a representative of the business to prospective mergers and acquisitions (Note: No additional details about the company were provided in the job description),