- Conduct valuation assessments of investment portfolios using various valuation methodologies
- Analyze financial statements, market data, and economic trends
- Develop and maintain financial models
- Incorporate complex financial instruments and risk factors into models to evaluate potential impact on valuation.
- Prepare detailed valuation reports, including analysis of valuation methodologies, assumptions, and key drivers.
- Document valuation processes, methodologies, and findings in compliance with regulatory requirements and industry standards.
- Collaborate with investment teams, portfolio managers, and risk management professionals to provide valuation insights and support investment strategies.
- Communicate valuation results and recommendations to stakeholders, addressing questions and providing clarity on valuation methodologies.
- Ensure compliance with regulatory guidelines and accounting standards
- Bachelor's degree in Finance, Accounting, Economics, or related field
- CPA and or CFA required
- 4+ years of experience in business valuation services in a public company or national consulting firm.
- Strong proficiency in financial modeling, valuation techniques, and Excel
- Knowledge of valuation principles and methodologies (e.g., DCF, CCA, option pricing models, etc).
- Understanding of regulatory requirements and accounting standards related to portfolio valuation
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Senior Valuation Analyst - Phoenix, United States - The Keller Group
Description
The Keller Group is proud to be closely supporting a highly regarded client in their search for a new Portfolio Valuation Analyst. Your role will involve performing valuation assessments, conducting financial modeling, and providing insights to support investment decision-making and financial reporting.
Responsibilities:
Qualifications: