Valuation Consultant

Lunate Capital Limited ("Lunate") is an Abu Dhabi-based asset management firm with a primary focus on the alternative asset management space. Lunate Capital Limited’s established track record, extensive experience in asset management, and wide-reaching business network allow the Company to consistently deliver superior returns to investors and support the development of the UAE’s capital markets landscape. Lunate Capital Limited is a private company limited by shares incorporated in the Abu Dhabi Global Market (ADGM) and licensed and regulated by the ADGM Financial Services Regulatory Authority (FSRA).

Within the Fund Operations vertical, the Portfolio Valuations, also known as the "Valuations Team," executes rigorous quarterly valuations and valuation reviews autonomously. This encompasses assessing investments across a spectrum, including portfolio companies within private equity and venture capital domains, private credit instruments, LP/GP stakes in funds, co-investments, and public market instruments. Collaborating closely with various departments such as investment, investment operations, finance, and reporting, the Valuations Team ensures seamless support for ongoing deliverables and strategic initiatives.

Lunate is seeking a dynamic individual to bolster the Valuations Team, providing comprehensive assistance in Investment Portfolio Valuations, conducting Valuation Reviews, and adeptly managing the needs of both Internal and External stakeholders regarding Valuations. The focus of this role lies in conducting Valuations and Valuation Reviews and reporting exclusively for Financial and Investor Reporting purposes, ensuring accuracy and transparency throughout the process.

The primary responsibilities of the role include the following:

• Develop and scrutinize financial models to conduct comprehensive valuations of investment stakes, encompassing equity, debt, SAFE, convertibles, and other instruments within privately owned companies.
• Strategize and oversee the quarterly valuation procedures, offering insightful analysis to proactively identify significant valuation fluctuations and their underlying drivers.
• Supervise the external valuation process and maintain collaborative relationships with advisors and auditors to ensure accurate and reliable valuation outcomes.
• Research, assess, and appraise investments within Lunate’s diverse portfolio spanning various asset classes and sectors.
• Collaborate closely with investment professionals across all asset classes to orchestrate the quarterly valuation process, fostering cross-functional synergy with other departments.
• Prepare detailed periodic valuation presentation to senior management and various stakeholders.
• Cultivate and sustain effective cross-functional relationships with Finance, Operations, and other pertinent departments to facilitate seamless coordination and execution of valuation activities.
• Stay abreast of industry advancements in valuation practices, engage with General Partners (GPs) and other relevant stakeholders, integrate leading market practices, and periodically update the Valuation Policy to reflect evolving standards and best practices.

• A minimum of 5-7 years of Valuation experience, ideally obtained from reputable firms such as Big4 or specialized Valuation advisory is essential.
• Master's degree in Finance or Accounting or commensurate professional qualifications such as CA/CPA. Additional certifications like CFA, FRM, CBV, CAIA are advantageous.
• Demonstrated expertise in valuing private companies across various lifecycle stages, including both early and mature phases.
• Thorough comprehension of accounting principles and valuation standards and guides in accordance with International Financial Reporting Standards (IFRS), ensuring accuracy and compliance in valuation methodologies.
• Proficiency in collaborating with auditors to substantiate valuation analyses, displaying a capacity to effectively communicate and defend valuation conclusions.
• Proficient in crafting high-quality presentations and developing insightful Power BI dashboards, enabling clear and compelling communication of valuation insights and analysis.
• Highly organized, attention to details, and the ability to produce high-quality work under pressure and with time-sensitive deadlines.
• Ability to coordinate between multiple stakeholders and effectively project manage deliverables.