Valuations Analyst

Overview

• Join a dynamic asset management team responsible for investment valuation and monitoring.
• Collaborate with various internal departments and external parties to ensure accurate valuations.
• Develop critical thinking skills to analyze investments and market trends effectively.
• Contribute to a fast-paced organization with opportunities for professional growth.
• Execute processes on strict deadlines while maintaining high-quality standards.
• Hybrid work schedule offering flexibility and work-life balance.
• Engage in meaningful collaboration with investment teams and portfolio managers.
• Support infrastructure functions such as accounting, compliance, and business development.

Key Responsibilities & Duties

• Onboard newly originated investments in collaboration with underwriting teams.
• Perform monthly valuations of illiquid securities and present analyses to committees.
• Conduct independent valuation analyses using financial statements and market data.
• Create and maintain financial models tracking issuer performance.
• Prepare quarterly portfolio review materials for presentation to portfolio managers.
• Liaise with internal teams and external parties, including auditors and valuation providers.
• Contribute proactively to organizational growth and dynamic team environments.
• Ensure compliance with valuation standards and organizational policies.

Job Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• 1-3 years of experience in financial consulting, asset management, or related fields.
• Proficiency in debt or equity valuation and financial analysis.
• Strong Excel skills and familiarity with Capital IQ or FactSet.
• Excellent written and verbal communication abilities.
• Ability to thrive in collaborative, fast-paced environments.
• Demonstrated interest in investing and company fundamental analysis.
• Knowledge of debt instruments and three-statement modeling.