Assurance- Financial Markets- Debt & Equity Valuation- Senior Associate

PWC

2 - 5 years

Bengaluru, Kolkata

Posted: 22/11/2024

Job Description

Line of Service

Assurance

Industry/Sector

Not Applicable

Specialism

Assurance

Management Level

Senior Associate

Job Description & Summary

At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.

As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

  • Respond effectively to the diverse perspectives, needs, and feelings of others.
  • Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
  • Use critical thinking to break down complex concepts.
  • Understand the broader objectives of your project or role and how your work fits into the overall strategy.
  • Develop a deeper understanding of the business context and how it is changing.
  • Use reflection to develop self awareness, enhance strengths and address development areas.
  • Interpret data to inform insights and recommendations.
  • Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

Additional Job Description

Education & Experience

● CA/CFA/FRM certified or pursuing /MBA/PGDM

● 2-5 years of valuation-related work experience including but not limited to solid experience of constructing and reviewing valuation models such as: DCF, comparable company / bond, option pricing model (knowledge of building breakpoints), waterfall allocation methods etc.

● Understanding of Debt & Equity industry, Startup and VC funding, and understanding capital structure of private company

● End to end understanding of various nuances in arriving at fair valuation of private company’s shares

● Ability to analyze key financial metrics depending on the portfolio company’s industry, identify historical trends and perform calibration analysis to understand the key drivers causing the changes in the company's valuation in each reporting period.

● Proficient in MS Excel

● Experience of building and maintaining client relationships

● Experience in mentoring staff and / or managing a small team

● Ability to coordinate internal teams and tasks across a variety of functions

● Knowledge of CapitalIQ will be an advantage

● Playing a role in discussions, proactively ask questions and share an informed point of view; Personal competencies

● Strong research, financial modeling, analytical and valuation skills

● Strong communication skills along with fluency in English;

● Strong intellectual curiosity and a fast learner

● Demonstrated capability of working effectively with 3rd parties, including managing the process/ timetable of deliverables and providing feedback etc.

● Strong team player. Demonstrated capability of working closely with team members and delivering quality work under tight schedule

● Flexible and able to adapt to changing situations

Requirements

These should include essential & desirable requirements such as:

● Level of experience

Education/qualifications

● Industry experience

● Technical capability

● Sales/BD capability

● Metrics

● Key personal attributes

● Bachelor’s in finance/Accounting/Economics with focus on valuation methods (B. Com, B.Sc. with Economics Hons) along with following certifications: - CFA (US) or CA – Mandatory

● Work Experience ranges as below: - 3 to 5 years for CA / CFA (US)

● Work Experience from following organisations:

- Big 4s – similar experience

- Financial Services Companies / Investment Banks

– Barclays, JP Morgan, Morgan Stanley, Goldman

● Consulting experience Sachs, Credit Suisse, Wells Fargo, Macquarie, Standard Chartered, Nomura, Citigroup, HSBC, Karvy Financial Services Company, Merrill Lynch, UBS, Bank of America, Fidelity Investments, Blackrock, TIAA

- Valuation firms such as Duff & Phelps

- Consulting Firms: Accenture, McKinsey & Co., IBM

● Advance knowledge on Microsoft Office especially Excel

● Experience in financial modelling

● Good understanding of corporate financial statements and various types of securities

● Proficient written and verbal English communication skills

● Commitment to continuous training and to proactively learn new processes

● Demonstrated self-motivation and a desire to take responsibility for personal growth and development

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Accounting Consulting, Accounting Policies, Active Listening, Analytical Thinking, Communication, Complying with Regulations, Creativity, Economic Forecasting, Embracing Change, Emotional Regulation, Empathy, Ensuring Compliance With Accounting Standards, Financial Accounting, Financial Economics, Financial Management, Financial Market, Financial Modeling, Financial Regulation, Financial Reporting, Financial Risk Management, Financial Statement Analysis, Financial Statement Preparation, Financial Strategy {+ 11 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date

About Company

PricewaterhouseCoopers (PwC) is a global professional services firm providing audit, tax, and consulting services. PwC helps organizations manage financial risks, comply with regulations, and improve performance through its expertise in industries like finance, healthcare, and technology.

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