6+ Valuation Jobs in India

We're hiring motivated Finance Outreach (FO) Interns for a 3-month remote program. This role sits at the intersection of finance and client communication: you'll be talking to prospects about financial concepts, so you need enough fluency to hold a credible conversation — not a trading desk résumé. If you have a quantitative background and a real interest in markets, we'll teach you the rest. 

Successful candidates receive a Completion Certificate and a Letter of Recommendation, and high performers may be considered for a full-time role. 

Responsibilities 

• Identify and reach out to potential clients and leads within our target segments. 
• Communicate with prospects via email, calls, and online platforms — explaining our offering clearly and answering first-line questions. 
• Support the preparation of outreach materials, one-pagers, and simple financial illustrations. 
• Conduct market, competitor, and sector research to sharpen targeting and messaging. 
• Maintain lead records and CRM updates; track outreach activity and outcomes. 
• Follow up with prospects and help move leads through the pipeline. 
• Coordinate with the marketing and operations teams to support sales activity. 

Requirements 

Finance knowledge — working familiarity is enough. You don't need professional experience, certifications, or deal exposure. We're looking for people who understand the concepts well enough to discuss them confidently and are willing to go deeper: 

• Derivatives fundamentals: options and futures, and what drives their value (strike, expiry, volatility, and the basic Greeks at a conceptual level). 
• Options income and hedging strategies: covered calls, cash-secured puts, protective puts, and collars. 
• Real estate investment analysis: NOI, cap rates, cash-on-cash return, IRR, and reading a basic pro forma. 
• Financial modelling: three-statement models, DCF valuation, and comparable company analysis (comps) in Excel or Google Sheets. 
• Helpful but not required: fixed income basics (yield, duration), portfolio construction, or structured products. 

Background and skills: 

• Genuine interest in finance and markets. 
• Quantitative background in a STEM field (engineering, mathematics, statistics, physics, computer science, economics, or similar). 
• Excellent written and verbal communication skills — this is the most important requirement. You'll be translating technical financial ideas into plain language for people who don't share your background. 
• Confidence in interacting with clients and prospects. 
• Working knowledge of MS Office or Google Workspace, especially Excel/Sheets. 
• CRM experience (HubSpot, Salesforce, Zoho, or similar) is a plus, not a requirement. 
• Self-motivated and able to work independently in a remote setup. 
• Willingness to learn and grow in a fast-paced environment. 
• Reliable internet connection and availability during core team hours. 

What You'll Gain 

• Direct exposure to how financial products are positioned, pitched, and sold. 
• Hands-on experience in lead generation, outreach, and client handling. 
• Deeper practical understanding of derivatives strategies, real estate analysis, and financial modelling in a commercial context. 
• Professional mentorship and structured feedback. 
• Completion Certificate on successful completion. 
• Letter of Recommendation based on performance. 
• Opportunity for a full-time position based on exceptional performance. 

Internship Details 

• Duration: 3 months 
• Mode: Remote (Work from Home) 
• Perks: Certificate + Letter of Recommendation + Full-Time Opportunity 

Role & Responsibilities:

About the Role:

We are seeking a highly driven and strategic Manager - Investment (Startup Fundraising) to lead fundraising, manage investor relationships, and drive portfolio growth. The role requires a mix of financial expertise, investor engagement, and strong networking ability to achieve AUM growth and revenue targets. The ideal candidate will have proven experience in capital raising, managing HNIs/Family Offices/Venture Partners, and expanding investor networks.

Key Responsibilities:

Fundraising & AUM Growth-

• Drive growth in Assets Under Management (AUM) by meeting set targets.
• Achieve quarterly and annual revenue targets through investor onboarding and capital deployment.

Investor Relationship Management-

• Research, identify, and connect with high-potential investors (HNIs, Family Offices, Institutions).
• Nurture relationships with inactive investors and convert them into active contributors.
• Build long-term trust by ensuring transparency, timely updates, and strong portfolio communication.
• Proactively outreach and pitch BizDateUp’s value proposition and curated startup campaigns.
• Seamlessly onboard new investors, ensuring smooth KYC, onboarding, and activation.

Business Development & Conversion-

• Source, qualify, and onboard new investors through referrals, networking, and events.
• Leverage existing investor networks for introductions and referrals.
• Manage pipeline of new investor conversions and ensure smooth onboarding process.

Networking & Outreach-

• Represent the firm in industry events, conferences, and investor summits to expand reach.
• Stay updated on funding trends, investor behavior, and competitive landscape.
• Conduct one-on-one investor meetings to present opportunities and investment strategies.
• Establish strong connections with Venture Partners, Family Offices, and Institutional Investors for strategic collaborations.

Strategic Input & Reporting-

• Prepare and present investment proposals and performance reports.
• Work closely with the investment team to align fundraising strategy with portfolio needs.
• Track KPIs (AUM growth, investor reach-outs, referrals, event participation, conversions, revenue).

Ideal Candidate:

• Strong investor management profile
• 4+ years of fundraising experience, with at least 1 year in Category II AIFs (PE / VC / Credit / Special Situations) selling to HNIs, Family Offices, or Wealth Managers.
• Must be proficient in pitching investment opportunities and onboarding investors
• Must have experience conducting investor meetings & presentations
• Must have experience achieving revenue targets
• Must have experience representing the company at networking events
• Must understand startup valuation basics, portfolio reporting, investment products.
• Must prepare investment proposals, performance reports, and KPIs.
• No strict requirement, but finance background preferred.
• Must have high ownership and target-driven mindset.
• Preferably from VC firms, AIFs, Wealth Management, Investment Banking, or startup fundraising roles.
• Events industry
• Experience in startup funding events & roadshows

Key Responsibilities:

• Develop detailed financial models including 3-statement, DCF, LBO, and scenario/sensitivity analysis

• Draft valuation reports aligned with SEBI, RBI, IBC, and Companies Act guidelines

• Create compelling pitch decks, teasers, and investment memorandums

• Conduct industry-specific research and apply appropriate valuation methodologies

• Ensure precision, compliance, and high-quality output in all deliverables

• Collaborate with internal teams and clients during the afternoon shift

Candidate Requirements :

Experience: 1–2 years in financial modelling and valuation

• Education: MBA (Finance),

Semi-qualified CA or CFA • Skills:

Advanced Excel & Google Sheets (Pivot Tables, Power Query, Index-Match, etc.)

o PowerPoint proficiency for investor presentations

o Strong understanding of accounting, finance, and valuation techniques

o Excellent English communication (written & verbal)

o Discipline to work independently in a remote setup with a fixed 2 PM–11 PM schedule

Working Days

6 working days

Working Timings

2-11pm

Hello,

Key Responsibilities –

• Designing, maintaining and updating a suite of financial models for business valuation and strategic decision-making (for buy-side equity clients and SAAS companies)
• Involves conceptualizing framework, designing models and updating already developed models on monthly, quarterly, and need-based frequency
• Manage client engagements on a fully independent basis including one-to-one client communication and manage his/her work independently with end-to-end ownership of client
• Conducting financial and business analyses on various companies and preparing presentation decks and writeups for financing activities
• Preparing custom financial dashboards and screeners based on appropriate financial and operating metrics
• If required, manage 1-2 junior team members and train them on building domain/sector expertise
• Contribute/work on important pilot projects
• Create IPs/white papers/blogs/articles/teasers which can be used for marketing purposes

• Experience in financial modeling and end-to-end management of projects and communication with clients
• Excellent grasp of financial concepts and their application across all areas of financial analysis and valuation
• Proficiency in Excel-based analysis
• Aptitude for problem-solving and troubleshooting
• Ability to synthesize qualitative and quantitative data quickly and draw meaningful insights
• High consciousness towards attention to detail; drive and commitment towards delivering high-quality Service

Position Title – Sr. Research Analyst
Location – Noida

Education – MBA finance / CFA level II or III / CA