Position Overview

We are seeking a Associate Director / Director — to join our Valuation Advisory Services practice in the United States (Location – Bay Area) . This is a senior client-facing role with direct responsibility for revenue generation, 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, and who brings an established network in the US market. This role reports directly to the Practice Leader.

Key Responsibilities

Client Engagement & Business Development

Serve as the primary relationship manager and engagement leader for a portfolio of corporate clients, private equity funds, hedge funds and credit managers in US
Seamless delivery of engagement leveraging the offshore talent pool in India
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 US GAAP
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
Good understanding of relevant 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) / CPA (US) / ABV / ASA / CEV
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
US market experience required; cross-border transaction experience a plus
Track record of independently managing multiple complex engagements simultaneously with revenues in excess of $2M annually

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