Senior Valuation Specialist

Summary

Join Vestd's growing valuations team as a Senior Valuation Specialist, leading and executing valuation projects globally, focusing on US 409a valuations. Champion quality assurance and regulatory compliance, while providing technical leadership and mentorship. Deliver sophisticated valuation analyses, manage client engagement, and drive innovation. Ensure effective risk management and build a scalable function. This remote role (India-based) offers a competitive salary, ESOPs, and a flexible work environment.

Requirements

• 8+ years of experience delivering 409A valuations
• Proven track record of leading and mentoring valuations teams
• Extensive experience reviewing and signing off on valuation work
• Very strong valuations technical knowledge, including expertise in startup valuation methodologies
• Professional qualification (e.g. CFA, CVA, CA, or equivalent)
• Exceptional attention to detail
• Strong interpersonal skills with the ability to influence stakeholders
• Committed to continuous professional development
• Excellent written and verbal communication skills in business English
• Proficient in Microsoft Office and Google Workspace
• Experienced in using Capital IQ and other valuation data platforms

Responsibilities

• Champion Quality Assurance: Establish and manage robust quality control systems to ensure the accuracy, consistency, and reliability of all valuation outputs. Conduct thorough reviews and audits of valuation work to uphold rigorous professional standards
• Uphold Regulatory Compliance: Guarantee that all valuations comply with the latest industry regulations, legal requirements, and professional standards. Monitor regulatory developments and proactively adapt internal processes in line with changes
• Provide Technical Leadership: Act as the company’s subject matter expert on all things valuation. Keep abreast of evolving methodologies, best practices, and market developments. Mentor and support the ongoing professional growth of team members
• Deliver Sophisticated Valuation Analyses: Lead the preparation of in-depth equity and share option valuations, tailored to meet diverse jurisdictional requirements. Produce detailed, high-quality valuation reports accompanied by clear, well-structured supporting documentation
• Manage Client Engagement: Serve as the senior point of contact for valuation-related client matters. Offer expert advice, address complex challenges, and ensure a seamless and professional experience that builds long-term client trust and satisfaction
• Drive Innovation and Continuous Improvement: Identify opportunities to improve and modernise valuation processes. Embrace innovation to increase efficiency, accuracy, and value across the function. Build a function that can scale in line with business growth while maintaining high technical and professional standards
• Ensure Effective Risk Management: Establish and maintain appropriate documentation, review trails, and sign-off procedures to mitigate valuation risk and support defensibility, particularly in tax-sensitive or regulated environments

Preferred Qualifications

• Experience conducting valuations for UK-based companies
• Exposure to tax valuation practices in jurisdictions such as the UK and India
• Knowledge of share-based payment accounting (e.g. IFRS 2)
• Experience working within SaaS or technology-led businesses
• Familiarity with HubSpot, Slack, and similar tools
• Demonstrated use of technology, including AI, to enhance valuation processes
• Thrives in a startup environment, ready to tackle diverse challenges with enthusiasm
• Adaptable - open to taking on responsibilities beyond the defined role as needed
• Passionate about contributing to a culture of innovation, collaboration, and continuous improvement
• Embraces technology to improve processes and drive efficiency

Benefits

• This job is fully remote, although attendance is required twice yearly at our in-person get-togethers
• A flexible environment to help you achieve the best work/life balance
• An Employee Stock Ownership Plan (ESOP), of course! (After the qualifying period)
• Monthly recognition scheme, where we celebrate our folk
• Support with home working equipment
• A personal training and development budget to keep your career and professional growth on track
• Private medical insurance (after the qualifying period)
• Team retreats are held twice a year. They can include an overnight stay and focus on fun and team cohesion
• Great team ethos, connect through regular team and company socials
• 25 days annual leave plus one extra day per year of service (up to five days)