Analyst, Portfolio Valuation

Day-to-day responsibilities :

• Building long-term client relationships through exceptional client service including a deep understanding of the client and their needs, exceptional responsiveness, and the delivery of the highest quality service and work product
• Developing deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge through training and mentoring
• Managing client engagements from day-to-day interaction with the client through to staffing and managing the resources and work plan through to timely completion
• Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit
• Project management including client interviewing, engagement economics, team management, report writing, research and tracking market and industry information
• Model building and reviewing - DCF models, comparable company models, stock option models, financial instrument, and loan valuations
• Writing industry reports on emerging sectors and coverage reports on valuation of global Unicorns in the emerging sectors

Essential traits :

Skills Required

Building long-term client relationships, exceptional client service, deep understanding of client needs, exceptional responsiveness