Lead Analyst / Practice Lead - Valuations

Job Description

·       Lead the day-to-day management of the valuation team, overseeing deliverable planning, progress tracking, quality reviews of valuation models, reporting templates, stakeholder communications, and execution of ad hoc valuation-related projects

·       Drive the onboarding of new portfolio investments, establishing valuation methodologies, model frameworks, selecting comparables etc.

·       Oversee comprehensive monthly and quarterly valuation assessments of private equity investments, ensuring compliance with applicable accounting standards and valuation policies

·       Review valuation analyses, while providing guidance to team members on technical valuation matters

·       Lead the preparation and presentation of valuation results and supporting analyses for internal valuation committees, senior management and external auditors

·       Manage the audit review process, acting as the primary point of contact for auditors / independent valuation service providers and ensuring timely resolution of valuation-related queries and documentation requests

·       Mentor, coach and develop analysts through ongoing training, technical guidance and performance feedback

·       Build and maintain strong relationships with Investment teams, finance teams, auditors / independent valuation service providers and other key stakeholders

·       Drive continuous enhancement of valuation processes, workflows and technology solutions

Qualifications & Experience

·       5+ years of relevant experience in valuation, transaction advisory, investment management, or private equity

·       Proven experience valuing private investments and illiquid assets across investment structures

·       Significant experience reviewing and challenging valuation models prepared by team members or investment team

·       Experience managing monthly or quarterly valuation cycles for investment portfolio

·       Experience leading valuation support for audits and resolving complex valuation-related audit queries

·       Track record of managing multiple deliverables and stakeholders in a fast-paced environment

·       Prior experience overseeing, mentoring and developing valuation analysts

·       Familiarity with valuation and data management platforms such as iLEVEL and 73 Strings a plus

·       Excellent verbal and written communication skills, with the ability to effectively present findings with rationale to diverse stakeholders

·       Master's degree in Finance, Accounting , Economics or a related discipline or Chartered Accountant

·       CFA charterholder or candidate status preferred, but not required