Valuation Specialist

Valuation Overview

• The Valuation role supports the firm's valuation oversight function across diverse investment structures.
• Contribute to governance, methodology oversight, and control environment for valuation processes.
• Ensure valuations are accurate, timely, and compliant with regulatory requirements.
• Collaborate with internal teams and third-party administrators to enhance valuation practices.
• Shape the future-state valuation operating model to accommodate platform growth.
• Work in a hybrid environment with opportunities for professional development.
• Ideal for candidates with valuation experience from asset management or auditing backgrounds.
• Opportunity to engage with complex valuation models and methodologies.

Valuation Key Responsibilities & Duties

• Execute end-to-end valuation processes, including governance and fair value determinations.
• Define and implement valuation strategies to enhance scalability and control.
• Evaluate complex positions, challenge pricing, and analyze valuation issues.
• Ensure regulatory compliance and maintain robust documentation frameworks.
• Oversee pricing vendors and third-party service providers for quality assurance.
• Identify risks and implement enhancements to strengthen valuation controls.
• Collaborate with external auditors on valuation matters and audits.
• Design and review complex valuation models aligned with industry standards.

Valuation Job Requirements

• Bachelor of Science (BS) degree with strong analytical skills.
• 1-3 years of experience in valuation or pricing functions.
• Deep expertise in valuation methodologies and regulatory frameworks.
• Proficiency in SQL, Excel, Python, Bloomberg, and other valuation tools.
• Experience with corporate actions and derivatives valuation processes.
• Ability to operate independently and make judgment-based decisions.
• Strong organizational skills with a focus on accuracy and risk management.
• Experience collaborating with auditors and third-party service providers.