Lead 409a Valuations Specialist - India

Role: Lead 409a Valuations Specialist

Location: Remote working (India) 

Salary: INR 40,00,000 - 50,00,000 depending on experience, plus generous ESOPs

Hours: Full-Time 40 hours per week 

Please note

All communication regarding your application should go through the official application channels or our company careers page. Contacting Vestd employees via email, personal social media, or other informal routes is not appropriate. We also have a zero-tolerance approach to any form of harassment or abuse directed at our team. Candidates who do not respect these boundaries may be disqualified from the recruitment process and, in serious cases, barred from applying in future.

About Vestd

Vestd is 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 Vestd 

At 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.

Research 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.

The role

This 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 role

We 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 role

These 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 have

These 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 fit

What 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