Valuation Analyst

Overview

• Join a leading investment firm as a Valuation Analyst, focusing on portfolio valuation and financial analysis.
• Collaborate with diverse teams to evaluate investment performance and market trends.
• Develop advanced financial models to support valuation processes and strategic decisions.
• Prepare detailed reports and presentations for stakeholders and committees.
• Engage in valuation processes ensuring compliance with reporting standards.
• Contribute analytical expertise to drive firm growth and innovation.
• Enhance your career in a hybrid work environment with development opportunities.

Key Responsibilities & Duties

• Conduct monthly valuations of investment portfolios, presenting findings to stakeholders.
• Perform independent analyses using financial data and market insights.
• Develop and maintain financial models for performance tracking and metrics.
• Prepare comprehensive portfolio review documents for internal and external use.
• Collaborate with auditors and compliance teams to ensure adherence to standards.
• Support accounting and investor relations with valuation insights.
• Participate in strategic discussions to refine valuation methodologies.

Job Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or related field required.
• 1-3 years of experience in asset management or financial consulting 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.
• Demonstrated ability to manage multiple tasks and meet deadlines efficiently.