Valuations Analyst

Overview

• Join a leading asset management firm as a Valuations Analyst, contributing to impactful investment strategies and valuations.
• Collaborate with diverse teams and external stakeholders to ensure accurate and timely assessments.
• Develop analytical skills by evaluating investments and market trends within a dynamic environment.
• Engage in a hybrid work model, promoting flexibility and work-life balance.
• Contribute to organizational growth and professional development opportunities.
• Work closely with investment teams and portfolio managers to support strategic initiatives.
• Enhance your expertise in valuations and financial modeling techniques.
• Be part of a collaborative culture that values innovation and excellence.

Key Responsibilities & Duties

• Perform monthly valuations of illiquid securities, presenting findings to valuation committees.
• Conduct independent analyses using financial statements and market data to ensure accuracy.
• Develop and maintain financial models to track issuer performance and trends.
• Prepare quarterly portfolio review materials for presentation to portfolio managers.
• Collaborate with internal teams and external auditors to ensure compliance with standards.
• Support onboarding processes for newly originated investments with underwriting teams.
• Contribute to the development and implementation of valuation policies and procedures.
• Participate in organizational initiatives to enhance operational efficiency and effectiveness.

Job Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or a related field is required.
• 1-3 years of experience in financial consulting, asset management, or related areas.
• Proficiency in debt or equity valuation and advanced financial analysis techniques.
• Strong skills in Excel and familiarity with tools like Capital IQ or FactSet.
• Excellent written and verbal communication skills for effective collaboration.
• Ability to thrive in fast-paced, collaborative environments while meeting deadlines.
• Demonstrated interest in investment strategies and company fundamental analysis.
• Knowledge of debt instruments and three-statement financial modeling is preferred.