About Us
WHY LINEDATA
Join us in shaping the fintech of tomorrow.
With more than 1,350 colleagues across 20 locations worldwide, you'll help build cutting-edge platforms and tailored services that power the daily operations of 700 leading financial institutions. As a global, multicultural company with over 45 nationalities represented and just as many languages spoken, we thrive on diverse perspectives and collaboration. Together, we tackle future-focused topics like Al and the digitalization of finance, delivering smart solutions for our customers.
Whether you're just beginning your career or are an experienced professional, Linedata offers exposure to large-scale client projects, internal mobility and opportunities to develop your skills alongside leading experts.
THE ROLE
You will join a team of analysts working closely with senior investment professionals of a global asset manager. You will be responsible for providing valuation and monitoring services for the portfolio investments of the client. The role involves initiating/maintaining financial models, preparing valuation memos across sectors. You are also expected to proactively engage with different stakeholders to ensure well informed and timely investment decision making by the Client. You are required to take complete ownership of the Client engagement and demonstrate high-quality standards with utmost integrity.
Responsibilities
- Building and reviewing financial models to estimate fair value for Private Equity and Credit Investments
- Updating and reviewing valuation models for private equity and credit deals
- Preparing detailed memos, reports and presentations to present findings to management
- Manage third-party valuation reviews and liaise with external auditors
- Independently gathering data pertinent to the investments/models
- Addressing client queries in a clear and concise manner
- Coordinating with client to understand deal structures, validate inputs and assumptions
- Reconciling accounting system with internal valuations monthly
- Constantly striving for improvement in overall delivery by actively collaborating with the client
- Assisting in the development and enhancement of valuation policies, procedures, and controls
- Executing multiple assignments, including ad-hoc projects, within tight deadlines
- Staying updated on market trends and valuation methods
- Adhering to high-quality standards and industry best practices
Skills Required
- Sound experience in valuation and financial modelling (discounted cash flow, market multiple, market transaction) (upto 5 years)
- Exposure to US/European primary and secondary markets
- Strong excel modelling and analytical skills
- Knowledge of third-party databases such as Bloomberg, CapIQ, Thomson Reuters, etc.
- High level of attention to detail
- Excellent verbal and written communication skills
- Team player with a professional demeanor
Advantageous Skills
- Hands-on experience on VBA macros
Academic Requirements
- MBA or equivalent qualification in finance from a reputed institution / CFA
