Analyst, Portfolio Valuations

2 days ago

Menlo Park, CA, United States TAAC Group Full time

The Portfolio Valuations & Monitoring team is globally organized across London, US and Hong Kong. The team provides Senior Management with real-time portfolio company analytics and strategic valuation support as needed. The team regularly engages with senior executives at portfolio companies to discuss key performance updates.

Position description:

The Portfolio Valuations & Monitoring team is seeking a new team member. Applicants at all levels of seniority are invited to apply.

The position will be responsible for performing quarterly valuations of assigned investments; identifying positive or negative trends in portfolio performance; creating tools and processes to allow Senior Management to stay informed on portfolio company performance; providing ad-hoc support to strategic initiatives; and leveraging technology to drive efficiency. The position will also assist with investor reporting, regulatory reporting, and various data requests from key stakeholders.

Key Responsibilities:

  • Develop and maintain valuation models in accordance with SBIA's global valuation policies, primarily on Anaplan
  • Monitor and analyze investment performance of assigned investments, providing support to assist SBIA Senior Management in decision making
  • Proactively monitor current business, industry and economic developments that may impact Fund performance
  • Prepare, distribute and present data-driven portfolio-level analytics to SBIA Senior
  • Prepare, review and discuss materials as part of the Investment Risk-led Portfolio Review
  • Develop and maintain the Fund's proprietary technology platforms (e.g. FinSight, Anaplan), with an eye towards automation and operational excellence
  • Maintain strong relationships with portfolio company executives, Investment Professionals and Senior Management
  • Manage LP relationships by providing regular Fund and other commercial
  • Assess pipeline companies and perform financial due diligence for target investments
  • Provide ad hoc support to investment teams with assigned investments and complex securities
  • Prepare and distribute reports / analysis in adherence to critical fund and investor reporting deadlines
  • Support the year-end financial statement audit, as well as any statutory audits, and address additional follow-up questions / enquiries via internal or external auditors as they relate to portfolio valuations


Required Qualifications/Skills:
  • BA / BSc / MSc with honors in Finance, Economics or equivalent quantitative degree from a top university
  • 1-4 years experience; at investment banking, Big 4 firm, private equity firm, corporate finance group strongly preferred
  • Deep understanding of theoretical and applied finance including the corresponding mathematical framework
  • Demonstrated knowledge of complex financial and asset modeling
  • Highly analytical and detail-oriented, with a strategic mindset, intellectual curiosity, and an dedication to exceptional standards
  • Strong written and oral communication skills to interact confidently with Investment Professionals, Portfolio Companies and Senior Management
  • Strong MS PowerPoint and MS Excel skills; experience with Bloomberg, Capital IQ, building MS Excel macros, Anaplan and PowerBI is preferred but not required
  • Ability to work in a fast-paced, demanding and dynamic environment
  • CFA or CPA / ACA preferred but not required

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