Associate- Valuations

Posted:
6/12/2024, 5:00:00 PM

Location(s):
Mumbai, Maharashtra, India ⋅ Maharashtra, India

Experience Level(s):
Senior

Field(s):
Finance & Banking

Workplace Type:
Hybrid

Position Overview

ABOUT APOLLO

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes.

 

OUR PURPOSE AND CORE VALUES

Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:

 

The leading provider of retirement income solutions to institutions, companies, and individuals.

 

The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.

 

A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, accelerating the adoption of new technologies, and social impact – where innovative approaches to investing can make a positive difference.

 

We are building a unique firm of extraordinary colleagues who:

Outperform expectations

Challenge Convention

Champion Opportunity

Lead responsibly

Drive collaboration

 

As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.

 

OUR BENEFITS

Apollo relies on its people to keep it a leader in alternative investment management, and the firm’s benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits.

PRIMARY RESPONSIBILITIES:
Facilitate the Valuation Process in the Private Equity, Credit, and Real Assets segments
Value financial instruments and complex corporate securities
Analyze equity/debt/commodities financial market data history and other quantitative techniques
Develop a deep technical strength in the valuation of alternative assets, serving as a firm resourcefor that expertise and sharing that knowledge throughout Apollo
Coordinate with third party valuation firms and deal teams to create accurate, timely valuations
Validate and update valuation models as well as inputs, and assess applicable methodologies
Create summarymaterials highlighting significant changes/events and industry analyses, to bepresented to the valuations committees for their review and approval of all valuations
Perform advisory valuation services to various business units on an ad hoc basis
Produce senior management reports summarizing the results of the fund’s performance on a daily,monthly, and quarterly timeframe
Review and update Fund reports and Marketing materials sent to existing/potential investors
Generate detailed materials and responses for Investor meetings, inquires and surveys
Prepare documentation in support of compliance with SOX and external audit requirements

Qualifications & Experience

  • Experience in building valuation models (DCF, Market approach and Option Models)

  • Experience with capital markets/credit valuations preferred (ex. illiquid investments, bank loans, mezzanine loans, and private equity)

  • Demonstrated technical, analytical and problem solving skills

  • Understanding of Alternative Investment strategies and products

  • Ability to complete financial models under the pressure of tight deadlines

  • Apply modeling techniques to challenging, real-world problems

  • Strong functional background working with Excel

  • Familiarity with financial services applications (CapIQ, Bloomberg, etc.) a plus

  • Minimum of 5 years of related work experience

  • Bachelors or Master's degree in Finance, Accounting or Economics. Alternatively, Computer science or engineering degree

  • CFA professional designation or working towards preferred but not required

  • Finance, Valuation or Investment Banking training program preferred

Apollo provides equal employment opportunities regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, veteran status, gender/sex or sexual orientation, or any other criterion or circumstance protected by applicable law, ordinance, or regulation. The above criteria are intended to be used as a guide only – candidates who do not meet all the above criteria may still be considered if they are deemed to have relevant experience/ equivalent levels of skill or knowledge to fulfil the requirements of the role. Any job offer will be conditional upon and subject to satisfactory reference and background screening checks, all necessary corporate and regulatory approvals or certifications as required from time to time, and entering into definitive contractual documentation satisfactory to Apollo