Investment Valuation Specialist

2 weeks ago


Atlanta, Georgia, United States Coforge Full time

Position: Investment Valuation Specialist

Location: Remote

Essential Skills: Investment Valuation, Pricing Strategy, Financial Instruments, Market Analysis

Experience Required: 8+ years

Employment Type: Full Time

At Coforge, we are seeking an Investment Valuation Specialist with the following qualifications.


• A bachelor's degree in finance, economics, business management, or a related discipline. An advanced degree (e.g., MBA) or professional designations (e.g., CFA) are highly regarded.


• A minimum of 3-5 years of experience in investment valuation and pricing strategies.


• Comprehensive knowledge of financial instruments, market segments, and investment landscapes.


• Exceptional leadership and communication abilities, with a proven capacity to collaborate across various teams and influence stakeholders at all levels.


• A strategic approach with a demonstrated history of formulating and implementing business strategies that enhance growth and operational effectiveness.


• A solid record of driving process enhancements and managing intricate projects.


• In-depth understanding of regulatory frameworks.

Key Responsibilities


• Pricing Integrity & Oversight: Guarantee that accurate pricing is applied to all vendor-sourced public pricing management. Ensure that daily and periodic controls are executed by the pricing team in a timely manner.


• Project Collaboration: Work alongside various internal and external stakeholders to document business processes and analyses that support the Information Technology team in translating requirements into technical solutions within the data warehouse, and perform business validation of data resulting from change initiatives.


• Pricing Structure Review: Oversee the evaluation of pricing structures to ensure comprehensive coverage of all asset types.


• Client Engagement: Engage in discussions regarding valuation and pricing matters during client interactions.


• Compliance Oversight: Ensure that daily and periodic controls are conducted accurately and on time, maintaining compliance with essential controls.


• Audit Assistance and Validation: Respond promptly to inquiries from internal and external auditors concerning pricing and valuation matters.


• Vendor Data Coordination: Collaborate with vendors to address inquiries related to pricing data.


• Data Inquiry Response: Swiftly address investment data inquiries from key stakeholders, including traders, portfolio managers, sales teams, and client service representatives, to support asset-related questions, including setup inquiries.



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