Lead 409a Valuations Specialist - India

Vestd

India
Permanent
Full-time

7 days ago
Apply easily

Role: Lead 409a Valuations SpecialistLocation: Remote working (India)Salary: INR 40,00,000 - 50,00,000 depending on experience, plus generous ESOPsHours: Full-Time 40 hours per weekAbout Vestdis a leading sharetech platform for equity management - shares schemes, fund raising, company secretarial and much more.Our regulated software makes light work of all of equity management, from tax-efficient |EMIschemes, empowering businesses to attract and retain their talent, to S/EIS investment rounds, and SPVs for investors.Vestd was founded by Ifty Nasir, who lives and breathes our mission. Vestd's big moonshot aim is to see one billion people worldwide invested in the companies they work hard to grow by 2030. We are all about inclusion and fairness for our customers and our team.Vestd is also a B Corp-certified company, which means we're committed to balancing profit with purpose. We care about our people, our customers, and the wider world - and we hold ourselves to the highest social and environmental standards.If you'd like to learn more about Vestd, check out this short video from our founder, Ifty.Equality, diversity and inclusion (EDI) at VestdAt Vestd, we prioritise equality, diversity, and inclusion, so we write about it here rather than at the end of the job advertisement. We’re committed to building a respectful, inclusive, and diverse team. Trust is one of our core values; with that comes a commitment to fairness and transparency. We want to be open about our EDI efforts.shows that while men are likely to apply when they meet 60% of a job’s requirements, women and individuals from underrepresented groups often apply only when they meet every criterion.We understand the value of transferable skills and the unique perspectives that diversity brings. That’s why we encourage applications from candidates with unique strengths and experiences.If you need any adjustments or support with your application, please let us know in your application or throughout the process.RequirementsThe roleThis role will join our growing valuations team to lead the development and execution of various valuation projects across a wide range of company types and jurisdictions, with a focus on US 409a valuations.The primary responsibilities of this roleWe cannot provide an exhaustive list of duties; additional duties will arise, but the following will be core elements of this role:

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.

Essential elements for this roleThese are the skills and qualifications we consider essential for this role:

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
An ability to communicate well in English, both verbally and in writing
You must be comfortable with working in a fully remote environment

Nice to haveThese will help you stand out from the pack:

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
Startup/scaleup experience
Knowledge of shares and share schemes
Experience working in a remote team

Culture fitWhat makes Vestd folk collaborative, adaptable, and eager to grow?

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

BenefitsWhat you can expectOur culture is our backbone (BreatheHR named us one of the ‘Top 3 Companies in the UK for Company Culture’), and we take team happiness seriously.Vestd strives to be as principled as possible. We’re all about Goal 8 of the United Nations . This goal is about ‘Decent work and economic growth,’ and we consider it both with our external activities and internal workings.We’ll do everything we can to help you grow in your role. In return, you’ll want to learn all about our industry and do all you can to help us continue leading it.Vestd is 100% remote, so in return for your commitment, diligence, and productivity, you’ll have a lot of autonomy during your working day. Some roles demand office hours (to fit our customers’ schedules), but we are committed to offering flexibility where possible.Happy employees make for happy customers, as demonstrated in our . Vestd’s excellence has also been recognised by The Europas, The Fintech Awards London, The Hustle Awards, TechRound, and BusinessCloud’s Fintech50. See more about our awards .This could be the perfect opportunity if you’re an autonomous, self-driven individual passionate about contributing to a meaningful mission and value being part of a supportive, close-knit team.Why work at Vestd?Vestd is a great place to work. Don’t just take our word for it - take a look at the suite of benefits that you can look forward to as one of our folk:

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)

We’re looking for somebody with initiative who can focus on the business and their personal growth path. This is a great time to join our team, and it would be a superb role for the right person.Our application processWe are accepting rolling applications for this role with no fixed end date - if you are interested in joining the Vestd folk, please apply when you can. We will respond to every applicant, but we may only screen some candidates depending on the number of applications received. We ask unsuccessful candidates who have been interviewed to wait six months before reapplying.Our recruitment pipeline has a few stages, giving you plenty of opportunities to learn about Vestd as we take the time to find someone who is the best fit for the role. We aim to complete the selection process as efficiently as possible, and we are committed to making our candidate experience as inclusive as we can, so please get in touch with us if you require any information or support during the application process or need to ask for any adjustments.A typical selection process might be:

Apply online
20-minute screening call
45-minute interview with the hiring manager and team member
Task-based assignment
45-minute team cultural interview
30-minute interview with the CEO

We are excited to receive your application.When a role is filled, we will contact all other applicants to let them know.This job is remote within India. You must be primarily India-based and eligible to work in the country.

Vestd