Valuation / Portfolio Sr. Analyst / Manager

Overview

• Contribute to valuation and portfolio management at a leading financial services firm.
• Collaborate in a hybrid work environment with cross-functional teams.
• Utilize advanced financial modeling and valuation methodologies for accurate assessments.
• Engage in regulatory reviews and market practice analysis to ensure compliance.
• Support senior management with performance analyses and KPI tracking.
• Participate in lender calls and deal amendment processes to drive outcomes.
• Enhance valuation processes adhering to ASC 820 standards and industry best practices.
• Contribute to the firm's growth by leveraging your expertise and insights.

Key Responsibilities & Duties

• Develop and review financial models ensuring valuation accuracy and stress-testing.
• Implement valuation best practices across teams and stakeholders.
• Prepare performance analyses, variance summaries, and comprehensive reporting packages.
• Collaborate with internal teams and external auditors on valuation inquiries.
• Maintain valuation and portfolio databases for actionable business insights.
• Provide expertise on valuation-related regulatory reviews and industry practices.
• Coordinate activities and materials for stakeholders, presenting trends and drivers.
• Act as a liaison for external auditors and third-party valuation firms.

Job Requirements

• Bachelor’s degree in finance, accounting, economics, or a quantitative field.
• Minimum of 3 years of valuation-related work experience.
• Proficiency in valuation techniques including DCF and comparable company analysis.
• Strong analytical skills with attention to detail and resourcefulness.
• Effective project management skills and awareness of business controls.
• Excellent communication skills for collaboration with stakeholders at all levels.
• Proficiency in Excel and PowerPoint for data analysis and presentations.
• Self-motivated with a strong work ethic in a fast-paced environment.