Valuations Analyst

Overview

• Join a leading asset management organization as a Valuations Analyst, contributing to strategic investment decisions and valuations.
• Collaborate with cross-functional teams to ensure accurate and timely investment assessments.
• Develop expertise in financial modeling, market analysis, and valuation techniques.
• Engage in a hybrid work model, promoting flexibility and work-life balance.
• Access professional development opportunities to advance your career in asset management.
• Work alongside experienced professionals in a collaborative and innovative environment.
• Contribute to organizational growth while enhancing your analytical and valuation skills.
• Be part of a culture that values excellence, innovation, and continuous improvement.

Key Responsibilities & Duties

• Perform monthly valuations of securities and present findings to valuation committees.
• Conduct independent analyses using financial statements and market data to ensure precision.
• Develop and maintain financial models to track issuer performance and market trends.
• Prepare comprehensive portfolio review materials for quarterly presentations.
• Collaborate with internal teams and external auditors to ensure compliance with valuation standards.
• Support onboarding processes for new investments, working closely with underwriting teams.
• Contribute to the refinement and implementation of valuation policies and procedures.
• Participate in initiatives aimed at enhancing 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 valuation techniques and advanced financial analysis methods.
• 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.