Investment Valuations Analyst - London, United Kingdom - Warner Scott Recruitment Ltd

Tom O´Connor

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Tom O´Connor

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Description

Key Responsibilities:

  • Assisting with, and performance of, quarterly (and occasional ad hoc) valuations of illiquid fixed income and equity asset investments
  • Drafting of valuation reports in line with regular valuation timetable
  • Development and update of valuation models
  • Collation of underlying financial data from investment managers, providing relevant challenge where necessary
  • Building a thorough commercial understanding of the scheme's illiquid equity and debt investments
  • Assistance with the intraquarter valuation rollforward process
  • Assistance in the performance of valuation due diligence reviews

Essential Skills & Experience:

  • Professionally Qualified Accountant (ACA, ACCA, CIMA or equivalent), or other relevant financial qualification with significant exposure to investment appraisal techniques (e.g. CFA)
  • Strong interpersonal and relationship building skills
  • Excellent level of Excel skills
  • Experience of dealing with external clients or influencing at senior level within an organisation
Desirable Skills & Experience

  • Previous experience of working within investment management, infrastructure or pensions industries in a finance or analyst role
  • Prior experience of performing fixed income / bond valuations in a previous or existing role
  • Prior financial modelling experience, working with integrated forecast models for large businesses
  • Prior experience of performing financial due diligence assignments

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