Valuation Portfolio Analyst

Overview

• Contribute to valuation and portfolio analysis in a dynamic investment environment, leveraging advanced financial modeling techniques to support decision-making.
• Collaborate with cross-functional teams to ensure accurate and timely valuation deliverables, driving excellence in portfolio management.
• Engage with stakeholders to address valuation inquiries and provide insights into market trends and portfolio dynamics.
• Stay informed on industry developments to enhance valuation methodologies and practices, ensuring compliance with regulatory standards.
• Drive process improvements and innovation in valuation techniques, aligning with best practices and organizational goals.
• Provide expertise on valuation-related topics, including regulatory reviews and market practices, to support strategic decision-making.
• Maintain and optimize databases and reporting tools to support comprehensive portfolio analysis and reporting.
• Contribute to the development of valuation frameworks that enhance investment strategies and portfolio performance.

Key Responsibilities & Duties

• Develop and review financial models for valuation and stress-testing, ensuring accuracy and reliability in data-driven insights.
• Implement valuation best practices across teams, fostering collaboration and alignment with organizational objectives.
• Utilize methodologies such as DCF and comparable transactions to perform security valuations and portfolio assessments.
• Prepare performance analyses, KPI trackers, and presentations to inform senior management and support strategic initiatives.
• Ensure clarity and precision in valuation data, effectively communicating results to stakeholders and decision-makers.
• Collaborate with internal teams and external auditors to address valuation inquiries and ensure compliance with standards.
• Monitor financial performance and industry dynamics to inform portfolio investment strategies and risk assessments.
• Coordinate valuation activities and materials for stakeholders, highlighting trends and drivers impacting portfolio performance.

Job Requirements

• Bachelor’s degree in finance, accounting, economics, mathematics, or a related field is required.
• Minimum of 3 years of experience in valuation-related work; 10 years preferred for advanced roles.
• Proficiency in valuation techniques such as DCF, comparable company, and precedent transactions is essential.
• Thorough understanding of ASC 820 and valuation guidance, with strong analytical capabilities.
• Effective project management skills and awareness of internal business controls to drive successful outcomes.
• Proficiency in Excel and PowerPoint for data analysis and professional presentations.
• Self-motivated with a strong work ethic and ability to thrive in a dynamic, hybrid work environment.
• Preferred certifications include CFA or CPA, enhancing expertise in valuation and portfolio analysis.