Portfolio Valuation Analyst
Experienced Analyst - Portfolio Valuations
- A leading global advisory firm is seeking Experienced Analysts for its expanding Portfolio Valuation practice. The team operates in a hybrid environment with most in‑office work Monday-Thursday.
Role Overview
- Analysts support recurring valuations of illiquid debt and equity investments held by private equity firms, hedge funds, business development companies, and other institutional asset managers for fair value reporting. The role serves as the analytical foundation of the team, offering exposure to a wide range of asset classes, capital structures, and industries.
Key Responsibilities
- Analyze financial statements and perform both quantitative and qualitative assessments.
- Review investment materials such as memos, board presentations, capital structure documentation, and financial models.
- Build and update valuation analyses, including public comparables, precedent transactions, and discounted cash flow models.
- Identify relevant comparable companies and transactions using market data platforms.
- Conduct industry, market, and economic research.
- Prepare valuation deliverables and address inquiries from auditors and clients.
- Assist in preparing fee estimates, pitch materials, and internal pricing documentation.
- Support due diligence discussions and client communications.
- Manage administrative tasks such as invoicing and engagement close‑outs.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field, with a strong academic record.
- Approximately 1 year of experience in valuations, corporate finance, accounting, or a related discipline.
- Strong analytical skills and understanding of valuation methodologies (DCF, comps, etc.).
- Advanced Excel capabilities and strong PPT/Word proficiency; experience with integrated cash flow models preferred.
- Excellent communication, writing, organizational, and time‑management skills.
- Professional certifications (e.g., CPA or CFA Level I) preferred but not required.
- High integrity and alignment with a culture focused on excellence, collaboration, and professionalism.
- Visa sponsorship is not available
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.Â
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.Â
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.