Senior Investment Valuations Analyst

3 weeks ago

London, United Kingdom eFinancialCareers Full time

**Key Responsibilities**
- Primary focus on the performance of quarterly (and occasional ad hoc) valuations of illiquid fixed income and equity asset investments
- Preparation of valuation reports in line with regular valuation timetable
- Preliminary review and analysis of business plans and cash flow models
- Formulating and robustly defending valuation opinions
- Review of draft valuations performed by junior valuation staff
- Development and update of valuation models
- Collation of underlying financial data from investment managers, providing relevant challenge where necessary
- Management of valuation roll-forward process for equity and credit assets at times other than full valuation dates
- Oversight and performance of periodical deep dives into asset valuations
- Drafting of papers for submission to the scheme’s Fair Value Committee on both technical and non-technical matters
- Assist the Head of Investment Valuations with control and process improvements and provide ideas and thoughts as to how the department can continue to evolve and improve
- Attendance at Fair Value Committee meetings to provide relevant technical input to the Committee as required
- Supervision and coaching of more junior specialist valuations staff
- Communication of key judgements and conclusions to investment accounting function
- Documentation of procedures and controls, Identifying and implementing process change requirements
- Preparation of committee reports
- Assisting with the review and challenge of externally performed property valuations
- Oversight of key administrative duties for the investment valuations function
- Acting as key liaison with financial control
- Management and delivery of various items of project work
- Assisting external valuation advisers with the performance of the external valuation process
- Assisting external auditors in the financial audit process

**Technical Competencies, Skills and Experience**

**Essential**
- Prior experience of performing business or equity investment valuations as the primary function of a previous or existing role
- Prior experience of the performance of valuations of illiquid credit / fixed income assets as the primary function of a previous or existing role
- Extensive prior experience of drafting valuation reports for use by a number of parties (e.g. external auditors)
- Professionally Qualified Accountant (ACA, ACCA, CIMA or equivalent), or other relevant financial qualification with significant exposure to investment appraisal techniques (e.g. CFA)
- Strong interpersonal and relationship building skills
- Excellent level of Excel & financial modelling skills, working with integrated forecast models for large businesses
- Experience of dealing with external clients or influencing at senior level within an organisation

**Desirable**
- Prior experience of the oversight and / or performance of valuations of complex securities (CLOs and OTC derivatives) as the primary function of a previous or existing role
- Previous experience of working within investment management, infrastructure or pensions industries in a finance or analyst role
- Prior exposure to / understanding of property valuation techniques
- Prior experience of performing internal review of valuation work

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