Investment Valuations Analyst

  • 55K - 65K
  • London, England, United Kingdom
  • Permanent, Full time
  • Eximius Finance
  • 09 Nov 18

My client, a multi-asset investment management firm with £60 billion AUM are looking to hire a CFA or qualified accountant (ACA, CIMA or ACCA) to assist in the performance of its investment valuations

This role will be multi-asset offering broad product exposure across FI, equities and derivatives as a key support to the investments teams. 

The role will focus primarily on the investment valuations of illiquid equity and debt interests for the investment segment of the firm on both a periodic and ad-hoc basis.

Other responsibilities: 

  • Preliminary review and analysis of business plans and cash flow models
  • Development and update of valuation models
  • Formulating and debating valuation opinions
  • Challenge and collation of financial data from investment managers
  • Act as key interface to investment accounting function and financial control teams – communication judgements and conclusions in an effective manner
  • Attendance and participation on investment meetings

Your experience:

  • Fully Qualified Accountant (ACA< CIMA or ACCA) or a CFA with significant exposure to investment appraisal techniques
  • IPV of Securities exposure
  • Strong interpersonal and relationship building skills including experience in dealing with and influencing external clients at a senior level
  • Excellent level of Excel skills
  • Previous experience of working within investment management  or pensions in a finance or analyst role is desirable
  • Prior experience of performing business or investment valuations as the primary function of a previous or existing role is desirable