The Role
Senior client-facing valuation leader responsible for originating mandates, delivering complex valuations (financial reporting, alternative investments, structured instruments), managing client relationships, presenting to auditors/boards, mentoring team members, and contributing to practice development and thought leadership.
Summary Generated by Built In
Role Overview:
We are seeking an Associate Director / Director — to join our Valuation Advisory Services practice in
India (Location – Mumbai) . This is a senior client-facing role with direct responsibility for practice
development, and technical delivery across a broad range of complex valuation mandates.
The ideal candidate is a seasoned valuation professional with deep expertise in financial reporting
valuations, alternative investments, and structured instruments, with significant experience working in
client facing role. This role reports directly to the Practice Leader.
Key Responsibilities:
Client Engagement & Business Development
• Seamless delivery of engagement
• Drive origination of new mandates through existing networks and strategic targeting of Big
4 referral channels, GP/LP relationships, transaction advisors, law firms
• Represent the firm at industry conferences, roundtables, and client events to elevate brand
presence and generate pipeline
• Contributes to thought leadership article / point of view on relevant topics
• Works with the practice leader to contribute to team hiring, training, and performance
management.
Requirement
Technical Competence
• 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
Requirements
• 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
Qualification and experience
• 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
• Cross-border engagement experience a plus
Skills Required
- 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
- Good understanding of Ind AS, US GAAP and IFRS standards
- 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
- Ability to construct yield-based models incorporating credit risk, spread analysis, prepayment assumptions, and structural subordination
- 409A and other tax-related valuation experience
- Valuation experience with complex financial instruments including derivatives, convertible notes, SAFEs, warrants, preferred equity, ELOC, RSU, and phantom stock
- Understanding of advanced valuation models like Binomial lattice and Monte Carlo
- Experience dealing with auditors and presenting results to senior management, Audit Committees, and Boards
- Proven client-facing experience with practice development and business origination
- MBA or CFA charterholder (US)
- Cross-border engagement experience
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The Company
What We Do
Uniqus is a tech-enabled global platform that offers ESG and Accounting & Reporting Consulting by leveraging high-performing global talent.
