Drive impactful valuation strategies at a leading investment firm. Enhance expertise in financial modeling and portfolio analysis. Thrive in a collaborative environment with significant growth opportunities.
Valuation Analyst
in Accounting + Finance PermanentJob Detail
Job Description
Overview
- Join a dynamic investment firm as a Valuation Analyst, contributing to strategic portfolio valuation and financial analysis.
- Collaborate with cross-functional teams to assess investment performance and market trends.
- Develop and refine advanced financial models to support valuation processes and decision-making.
- Prepare detailed portfolio review materials for stakeholders and committees.
- Engage in valuation processes, ensuring compliance and accuracy in reporting standards.
- Contribute to the firm’s growth by leveraging analytical expertise in a collaborative environment.
- Enhance your career in a hybrid work setting with opportunities for professional development.
Key Responsibilities & Duties
- Perform monthly valuations of diverse investment portfolios, presenting findings to committees and stakeholders.
- Conduct independent analyses using financial data and market insights to ensure valuation accuracy.
- Develop and maintain 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.
- Participate in strategic discussions to enhance valuation methodologies and practices.
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.
- Demonstrated ability to manage multiple tasks and meet deadlines efficiently.
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