Asset Valuation Specialist

4 weeks ago


London, Greater London, United Kingdom Mason Blake Full time
Investment Portfolio Analyst

Mason Blake is seeking an Investment Portfolio Analyst to join their growing team.

The role will be primarily responsible for modelling, reporting and analysis across the portfolio.

Key Responsibilities:

  • Maintain and improve regular reporting on specific investments and portfolios, including preparation of summary reports for board and investment committee level
  • Develop valuation, risk and performance analysis model for a variety of assets and portfolios
  • Monitor portfolios, with opportunity to develop responsibility for oversight of various investments and input into investment evaluations
  • Ad hoc modelling for public and private investments
  • Product commentary and reports to supplement analysis and models
  • Due diligence activities to support Investment team

Candidate Requirements:

  • 2-4 years' experience in an analytical/quantitative role, preferably on the buy-side or a major accounting firm
  • Excellent Excel skills, including demonstrable experience of building and adapting detailed financial models
  • Interest in financial and investment markets
  • Motivated, self-starter with the ability to work independently and as part of a small team
  • Degree level education
  • Professional qualification preferred or willingness to study towards such qualification e.g. CFA, CAIA or ACA


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