Valuations Analyst

Overview

• Join a leading asset management firm as a Valuations Analyst, contributing to critical investment decisions and portfolio strategies.
• Engage in a hybrid work environment that promotes flexibility and professional growth.
• Collaborate with experienced professionals to refine valuation methodologies and investment analyses.
• Develop expertise in financial modeling, market analysis, and securities valuation techniques.
• Contribute to innovative projects that drive organizational efficiency and growth.
• Access continuous learning opportunities to advance your career in asset management.
• Be part of a culture that values excellence, collaboration, and innovation.
• Support impactful initiatives within a dynamic and forward-thinking environment.

Key Responsibilities & Duties

• Conduct monthly valuations of securities and present findings to valuation committees.
• Perform independent analyses using financial statements and market data to ensure accuracy.
• Develop and maintain financial models to monitor issuer performance and market trends.
• Prepare detailed portfolio review materials for quarterly presentations.
• Collaborate with internal teams and external auditors to ensure compliance with valuation standards.
• Assist in 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.