Analyst, Portfolio Valuation
2 weeks ago
Job Description
Day-to-day responsibilities:
- Building long-term client relationships through exceptional client service including a deep understanding of the client and their needs, exceptional responsiveness, and the delivery of the highest quality service and work product
- Developing deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge through training and mentoring
- Managing client engagements from day-to-day interaction with the client through to staffing and managing the resources and work plan through to timely completion
- Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit
- Project management including client interviewing, engagement economics, team management, report writing, research and tracking market and industry information
- Model building and reviewing - DCF models, comparable company models, stock option models, financial instrument, and loan valuations
- Writing industry reports on emerging sectors and coverage reports on valuation of global Unicorns in the emerging sectors
Essential traits:
- Minimum of 0-2 years of valuation-related work experience in financial services
- CA, Masters degree in Finance, Accounting or Economics or equivalent thereof (e. g. , CFA); or MBA from an accredited college/university
- Proven technical skills, proven analytical and problem-solving skills
- Demonstrated leadership experience including managing and developing client relationships as well as mentoring and developing staff
- Demonstrated verbal and written communication skills, comfortable speaking with senior management and in front of an audience
- Ability to manage confidential, sensitive information
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