Senior Valuation Expert
3 days ago
At Franklin Templeton Services, LLC, our mission is to deliver exceptional client outcomes by leveraging our deep expertise in investment management and research.
Role Overview
We are seeking a skilled Senior Valuation Analyst to join our team, responsible for overseeing the valuations of private assets and ensuring the accuracy of our quantitative models.
Key Responsibilities
- Develop and maintain internal fair valuation models, utilizing advanced statistical techniques and financial instruments expertise.
- Conduct thorough research to identify, evaluate, and test fair valuation models across various asset classes, including equity, fixed income, currencies, and derivatives.
- Collaborate with Global Pricing teams to provide complex securities support, research, and analysis.
- Develop models for secondary or tertiary validation sources for securities priced using broker/dealer quotes.
- Attend audit meetings and provide detailed descriptions of valuation models and inputs.
- Support Global Pricing teams with periodic deep dive analysis and reports.
- Participate in pricing vendor due diligence specific to vendor methodologies.
Requirements
- Bachelor's degree in Finance, Math, or a related quantitative discipline.
- Advanced degree (MBA, PhD, or Masters in Business, Finance, Mathematics, or Quantitative field) a plus.
- Passing of CFA Level 3 required.
- At least 4-7 years of relevant work experience in the mutual fund/financial services industry within investment management, investment performance, or research.
- Advanced knowledge of statistical theory and understanding of financial instruments and markets.
- Demonstrated ability to utilize quantitative, statistical, and mathematical financial techniques for independent fair valuations of securities.
- Requires demonstrated ability to perform some database management and programming of valuation models.
Preferred Qualifications
- Working knowledge of common equity models (comp and DCF), Black Scholes, binomial trees, GARCH, and plain vanilla bonds.
- Complex securities valuation experience with MBS, ABS, CMOs a plus.
- Experience utilizing Market Data Providers (Bloomberg, FactSet, Capital IQ), Bloomberg preferred.
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