Valuation / Portfolio Analyst

Overview

• Contribute to a leading financial services firm as a Valuation/Portfolio Analyst in a hybrid work setting.
• Engage in impactful valuation and portfolio analysis within a dynamic and collaborative environment.
• Develop expertise in valuation methodologies, including DCF and IRR, while analyzing diverse investment portfolios.
• Collaborate with cross-functional teams and external auditors to address valuation inquiries effectively.
• Prepare detailed valuation reports and presentations for senior management and stakeholders.
• Enhance your skills in data analysis, reporting, and performance tracking to drive strategic decisions.
• Work in a fast-paced environment with ample opportunities for professional growth and skill development.
• Join a team committed to excellence and innovation in financial analysis and portfolio management.

Key Responsibilities & Duties

• Perform quarterly valuations for fund investments using internal and external data sources.
• Develop performance analyses, KPI trackers, and presentations for strategic decision-making.
• Apply valuation methodologies like DCF and comparable company transactions to assess investment value.
• Ensure accuracy and reliability in quantitative and qualitative valuation data.
• Collaborate with accounting, credit, and operations teams to address valuation inquiries.
• Monitor financial performance and industry trends to inform portfolio management strategies.
• Maintain comprehensive valuation databases and prepare detailed quarterly reports.
• Contribute to continuous improvement initiatives in valuation processes and methodologies.

Job Requirements

• Bachelor’s degree in finance, accounting, economics, mathematics, or a related field is required.
• Minimum of 2 years of experience in valuation or portfolio analysis is preferred.
• Proficiency in Excel and PowerPoint for data analysis and reporting is essential.
• Strong analytical skills and attention to detail in a dynamic work environment.
• Self-motivated with the ability to meet tight deadlines and prioritize tasks effectively.
• Resourceful problem-solving skills and ability to work independently or collaboratively.
• Experience with financial performance monitoring and industry analysis is advantageous.
• Knowledge of valuation methodologies such as DCF and IRR is highly desirable.