Associate - Portfolio Valuation

Job Responsibilities:

- Conduct comprehensive research on various investment portfolios, including equities, fixed-income securities, derivatives, and alternative asset

- Utilize industry-standard valuation methodologies, such as discounted cash flow (DCF), comparable analysis, and market multiples, to determine the fair value of investment portfolios

- Analyze financial statements, market data, and relevant economic factors to assess the performance and risk profile of investment holdings

- Prepare detailed valuation reports that summarize the analysis, assumptions, and key findings, ensuring compliance with regulatory guidelines and industry best practices

- Perform sensitivity analysis and scenario modeling to assess the impact of market changes and economic factors on portfolio valuations

- Monitor and track changes in market conditions, regulatory guidelines, and valuation methodologies to ensure up-to-date knowledge and adherence to industry standards

- Assist in the development and enhancement of valuation models, tools, and processes to improve efficiency and accuracy in portfolio valuation

- Collaborate with cross-functional teams, including risk management, compliance, and operations, to address valuation-related issues and ensure alignment with internal policies and procedures

Job Requirements:

- Chartered Accountants / CFA / MBA degree from an accredited institution will be preferred

- 3-7 years of experience in business and financial reporting valuation

- Exceptional financial modeling skills including three statement modeling, DCFs, and LBOs

- Self-motivated and have an exceptional work ethic

- Strong financial analysis skillset

- Extensive knowledge of accounting, intangible asset valuation, and applied financial theory

- Excellent verbal and written communication skills and advanced modeling in Excel (VBA/Macros)

- Experience working under US GAAP and IFRS is essential

- Big 4 valuation experience is a major plus