Valuation Analyst

Overview

• Join a prominent investment firm as a Valuation Analyst, contributing to portfolio valuation and strategic analysis.
• Collaborate with cross-functional teams to assess investment performance and market dynamics.
• Develop advanced financial models to support valuation processes and decision-making.
• Engage in preparing detailed portfolio review materials for stakeholders and committees.
• Participate in valuation processes, ensuring compliance and accuracy in reporting.
• Contribute to the firm’s growth by leveraging analytical expertise in a dynamic environment.

Key Responsibilities & Duties

• Perform monthly valuations of diverse investment portfolios, presenting findings to committees.
• Conduct independent analyses using financial data and market insights to support valuation accuracy.
• Maintain and enhance financial models for tracking issuer performance and investment metrics.
• Prepare comprehensive portfolio review documents for internal and external stakeholders.
• Coordinate with auditors and compliance teams to ensure adherence to valuation standards.
• Support infrastructure functions, including accounting and investor relations, with valuation insights.

Job Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or related field required.
• 1-3 years of experience in asset management, financial consulting, or similar roles preferred.
• Proficiency in financial modeling, valuation techniques, and market analysis essential.
• Advanced Excel skills; familiarity with Capital IQ or FactSet advantageous.
• Strong communication skills for presenting complex analyses effectively.
• Ability to excel in a fast-paced, team-oriented environment with a commitment to excellence.