Valuation Analyst

Valuation Analyst

We are seeking a highly skilled and experienced Valuations Analyst to join our esteemed buy-side client's Valuations Team, specializing in credit and equity valuations of private companies. As a member of the team, you will play a critical role in conducting comprehensive valuations, updating valuation models, and providing valuable insights to support informed investment decisions.

Key Responsibilities:

• Valuation Analysis: Conduct thorough credit and equity valuations of private investments, including analyzing financial statements, credit agreements, market data, and other relevant information to determine creditworthiness, potential risks, and fair value.
• Valuation Model Development and Maintenance: Create, maintain, and refine valuation models tailored to specific asset classes, ensuring accuracy and relevance.
• Collaboration with Investment Team: Work closely with the Investment Team to assess and mitigate credit risks associated with existing investments, providing expert analysis and recommendations.
• Credit Risk Assessment: Perform thorough credit risk assessments on new investment opportunities, analyzing financial statements, credit reports, and market dynamics to inform investment decisions.
• Modeling and Reporting: Work through complex models to estimate the value of investments, considering credit metrics, default probabilities, recovery rates, and other relevant factors, and prepare detailed valuation reports and presentations for internal and external stakeholders.
• Portfolio Performance Monitoring: Track key performance indicators, identify strategies for risk mitigation, and ensure compliance with industry standards, accounting regulations, and reporting requirements.
• Valuation Model Review and Validation: Review and validate valuation models, methodologies, and inputs, including model calibration and methodology review.
• Supporting Onshore Team: Support the onshore team with monthly and quarterly valuation review processes, including preparing and validating NAV reviews, waterfall analysis, and performing reasonability checks.

Requirements:

• Education: Master's degree in Finance, Economics, Accounting, or a related field.
• Experience: Minimum of 3-6 years of experience in valuations, credit analysis, or a related field, with a strong preference for candidates with experience in both credit and equity valuations.
• Technical Skills: Demonstrate strong proficiency in financial modeling, valuation analysis, data analysis, and financial statement analysis, with expertise in assessing credit risk, interpreting complex financial data, and using relevant financial analysis tools.
• CFA Designation: Hold a CFA designation or be actively pursuing the CFA program (preferred).
• Advanced Proficiency in Financial Tools: Possess advanced proficiency in MS Excel, Bloomberg, and other relevant financial analysis tools, such as credit risk modeling software.
• Communication Skills: Demonstrate strong written and verbal communication skills, with the ability to present complex financial information effectively and communicate well with onshore analysts.
• Collaborative Mindset: Proven ability to work independently and collaboratively in a fast-paced, dynamic environment.

Preferred Qualifications:

• Credit Risk Certification: Hold a credit risk certification, such as the Certified Credit Manager (CCRM) or the Credit Risk Certification (CRC).
• Experience with Credit Risk Models: Have experience with credit risk models, such as probability of default (PD) models, loss given default (LGD) models, and expected loss (EL) models.
• Knowledge of Credit Markets: Have a strong understanding of credit markets, including high-yield bonds, leveraged loans, and private credit.
• Valuation Experience: Have experience in valuations, including review and validation of valuation models, methodologies, and inputs.

Key skills/competency:

• Valuation Analyst
• Credit Valuation
• Equity Valuation
• Financial Modeling
• Credit Risk Assessment
• Financial Statement Analysis
• Portfolio Monitoring
• Valuation Models
• Investment Decisions
• MS Excel