
Portfolio Valuation Specialist
4 days ago
As a professional in this role, you will be responsible for delivering valuation services to portfolio investments. This involves close collaboration with senior investment professionals to ensure well-informed investment decisions.
The position requires expertise in financial modeling and data analysis, as well as excellent communication and interpersonal skills.
Key Responsibilities:- Performing valuations on illiquid investments across various industries.
- Preparing and updating valuation models, detailed memos, and presentations.
- Gathering data pertinent to investments/models.
- Addressing client queries in a clear and concise manner.
- Prioritizing and executing multiple assignments within tight deadlines.
Essential Skills:
- Experience in valuation and financial modelling (discounted cash flows, market multiples, market transactions).
- Exposure to primary and secondary markets.
- Strong excel modelling and analytical skills.
- High attention to detail.
- Ability to execute assignments under tight deadlines.
- Excellent verbal and written communication skills.
Advantageous Qualifications:
- Knowledge of third-party databases.
- Hands-on experience with VBA macros.
- Sector knowledge in Real Estate, Shipping, Aircraft, and Oil & Gas.
Academic Requirements:
- MBA or equivalent qualification in finance from a reputed institution.
- Bachelor's degree in finance, Accounting or Economics & CFA (Level II completed).
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