PwC India | IN-Manager_Financial Instruments Valuations_Transaction Services _Advisory_ Mumbai

Responsibilities

• We are looking for a Manager to join the Valuation Advisory practice, specializing in the valuation of financial instruments, derivatives and complex securities.
• The role will involve leading client engagements across financial reporting, transactions, regulatory and audit-support requirements.
• The candidate will independently manage valuation engagements for financial instruments, build and review valuation models, develop defensible valuation conclusions, prepare high-quality documentation, manage client and auditor discussions, and coach junior team members.
• The role requires strong technical valuation knowledge, quantitative modelling ability, commercial judgment and the ability to communicate complex valuation matters clearly to senior stakeholders.
• Engagement Management and Client Delivery.
• Lead financial instruments valuation engagements from scoping to final delivery, including work planning, data requests, model development/review, documentation, quality control and timeline management.
• Act as the day-to-day point of contact for clients, auditors and internal stakeholders on valuation matters.
• Interact with clients, auditors, regulators and internal stakeholders on valuation methodologies, assumptions and conclusions.
• Present valuation methodologies, assumptions, sensitivities and conclusions clearly to client management, audit teams and other reviewers.
• Manage multiple engagements simultaneously while ensuring high-quality delivery, risk management and adherence to professional standards.
• Identify key valuation issues early, escalate appropriately, and provide practical solutions to clients.
• Conduct volatility computation/ calibration using historical and implied volatility, guideline public company data and transaction data.
• Perform sensitivity analysis, scenario analysis and reasonableness checks to support valuation conclusions.
• Review third-party, client-prepared and internal valuation models for formula integrity, methodology, assumptions, controls and output reasonableness.
• Support valuations for financial reporting under applicable standards such as Ind AS, IFRS and US GAAP.
• Prepare audit-ready valuation reports, memos and working papers that clearly document methodology, assumptions, source data and conclusions.
• Respond to auditor review comments and support clients through audit queries.
• Support hedge accounting, treasury advisory and financial risk valuation assignments where relevant.
• Analyse complex capital structures and shareholder rights, including liquidation preferences, conversion rights, anti-dilution provisions, participation rights, dividend rights and exit waterfalls.
• Perform equity allocation across share classes and instruments for transaction, financial reporting and tax-related valuation purposes.
• Guide, review and coach junior team members on technical modelling, valuation methodology, documentation and client communication.
• Conduct internal trainings on financial instruments, option-pricing models, valuation standards and quality expectations.
• Support onboarding of new team members and contribute to building team capabilities.
• Assist senior leadership in preparing proposals, credentials, thought pieces and client presentations.
• Contribute to practice development, process improvement, model templates and automation initiatives.

PwC

PwC is one of the Big Four professional services networks, providing assurance, tax and advisory services. It was formed in 1998 by the merger of Price Waterhouse and Coopers & Lybrand.

PwC network firms in India and PwC's Acceleration Centers hire chartered accountants and finance professionals for audit, internal audit and risk assurance, tax, deals and consulting roles.

• Industry: Assurance, tax and advisory (Big Four)
• Headquarters: London, UK
• In India: PwC network firms and Acceleration Centers in several Indian cities