Valuation Portfolio Analyst

Overview

• Contribute to valuation and portfolio analysis within a dynamic investment environment.
• Utilize advanced financial modeling techniques to support valuation processes and methodologies.
• Collaborate across teams to ensure accurate and timely valuation deliverables.
• Engage with internal and external stakeholders to address valuation inquiries.
• Stay informed on industry trends and portfolio developments to enhance valuation practices.
• Drive process improvements aligned with regulatory standards and industry best practices.
• Provide expertise on valuation-related topics, including regulatory reviews and market practices.
• Maintain databases and reporting tools to support portfolio analysis and decision-making.

Key Responsibilities & Duties

• Develop and review financial models for valuation and stress-testing purposes.
• Implement valuation best practices across multiple teams and stakeholders.
• Utilize methodologies such as DCF and comparable transactions for security valuation.
• Prepare performance analyses, KPI trackers, and presentations for senior management.
• Ensure accuracy and clarity in valuation data and communicate results effectively.
• Collaborate with internal teams and external auditors to address valuation inquiries.
• Monitor financial performance and industry dynamics for portfolio investments.
• Coordinate valuation activities and materials for stakeholders, highlighting trends and drivers.

Job Requirements

• Bachelor’s degree in finance, accounting, economics, mathematics, or a related field.
• Minimum of 3 years of experience in valuation-related work; 10 years preferred.
• Proficiency in valuation techniques such as DCF, comparable company, and precedent transactions.
• Thorough understanding of ASC 820 and valuation guidance.
• Strong analytical skills and ability to formulate accurate conclusions.
• Effective project management skills and awareness of internal business controls.
• Proficiency in Excel and PowerPoint for data analysis and presentations.
• Self-motivated with a strong work ethic and ability to work in a dynamic environment.