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