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