
Valuation Specialist for Portfolio Investments
3 days ago
You will join a close-knit team of experts working closely with senior investment professionals to provide valuation and monitoring services for portfolio investments. Your role will involve providing well-researched valuations, maintaining financial models, and preparing detailed reports across various sectors.
Key Responsibilities:
- Perform thorough valuations on a range of (illiquid) investments across diverse industries
- Prepare and update complex valuation models, memos, and presentations
- Gather pertinent data independently for the investments/models
- Address client queries in a clear and concise manner
- Prioritize and execute multiple assignments within tight deadlines
Required Skills:
- Sound experience in valuation and financial modeling (up to 2 years)
- Exposure to US/European primary and secondary markets
- Strong Excel modeling and analytical skills
- High level of attention to detail
- Ability to work independently under tight deadlines
- Excellent verbal and written communication skills
Benefits:
- Opportunity to work with a global asset manager
- Chance to develop your skills and expertise in valuation
Academic Requirements:
- MBA or equivalent qualification in finance from a reputable institution
- Bachelor's degree in finance, Accounting or Economics & CFA (Level II completed)
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