FP&A – Fund Valuation

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Summary

The core focus of the Group is to evaluate, analyze, and summarize portfolio investment valuation results for the business.


Company Information:

One of the world’s leading investment firms seeks to create positive economic impact and long-term value for investors, the companies they invest in, and the communities in which they work.


Job Description:

• Assist with updating valuation templates each quarter, including discounted cash flow (DCF), performance multiple (PM) and other valuation models.
• Compile documentation to support actual financial and company comparable assumptions used in the valuation models.
• Assess underlying assumptions used to develop DCF, performance multiples, and other valuations.
• Maintain, prepare and analyze summary valuation and performance schedules.
• Participate in discussions with and provide deliverables to various constituents, including Deal Analysts, Investor Relations, and Senior Management as well as External and Internal Audit groups.
• Update quarterly planning models to reflect actual performance, and roll future cash flows. Complete variance analyses.
• Assess value creation drivers that have contributed to changes in valuations over the holding period of each investment.
• Assist in enhancing the group’s reporting processes, procedures and analytics
• Participate in various group initiatives and projects.


Requirements / Qualifications:

• Bachelor’s Degree in Finance, Economics, Accounting or a quantitative discipline (preferred), or 4 to 6 years of experience in a financial role, and a strong GPA
• Ability to communicate effectively both orally and in writing
• Ability to adapt to new challenges in a dynamic and fast paced environment while handling multiple projects
• Keen attention to details

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