Senior Valuation Analyst

2 months ago


Phoenix, United States The Keller Group Full time

The Keller Group is proud to be closely supporting a highly regarded client in their search for a new Portfolio Valuation Analyst. Your role will involve performing valuation assessments, conducting financial modeling, and providing insights to support investment decision-making and financial reporting.


Responsibilities:

  • Conduct valuation assessments of investment portfolios using various valuation methodologies
  • Analyze financial statements, market data, and economic trends
  • Develop and maintain financial models
  • Incorporate complex financial instruments and risk factors into models to evaluate potential impact on valuation.
  • Prepare detailed valuation reports, including analysis of valuation methodologies, assumptions, and key drivers.
  • Document valuation processes, methodologies, and findings in compliance with regulatory requirements and industry standards.
  • Collaborate with investment teams, portfolio managers, and risk management professionals to provide valuation insights and support investment strategies.
  • Communicate valuation results and recommendations to stakeholders, addressing questions and providing clarity on valuation methodologies.
  • Ensure compliance with regulatory guidelines and accounting standards


Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • CPA and or CFA required
  • 4+ years of experience in business valuation services in a public company or national consulting firm.
  • Strong proficiency in financial modeling, valuation techniques, and Excel
  • Knowledge of valuation principles and methodologies (e.g., DCF, CCA, option pricing models, etc).
  • Understanding of regulatory requirements and accounting standards related to portfolio valuation



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