Valuations Analyst

London, United Kingdom
£50k - £60k
04 Feb 2023
11 Feb 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job Description

This will involve reviewing proposed investment valuations, driving the improvement of documentation around methodology and inputs, challenging the investment team to ensure robust justification around any key assumptions and preparing valuation committee materials. Working with the fund accountants to prepare informative and concise board packs to the boards, drafting performance reports on behalf of the investment manager, including updates on individual company and fund performance.

You will work with our development capital, property finance and healthcare teams. The development capital team invests across both debt and equity capital with a high degree of flexibility. Typical investments will focus on operating businesses that trade from freehold property, in sectors such as Care Homes, Specialist Education and Hospitality. The property finance team focuses on providing senior debt to residential developers, with a focus on debt tickets of £1-10m but with the ability to go to £20m. The healthcare team makes equity investments into early-stage UK Healthtech
businesses through VCT and EIS schemes.

Key Tasks
• Supporting the quarterly unquoted valuation process including the review of valuation
submissions from the investment team.
Developing a sound understanding of the portfolio reporting systems with the ability to
recommend and implement improvements to processes, as well as work comfortably within
Ownership of core investment related data with an ability to turn this into useful information
for different teams across the business.
Supporting internal risk reporting to Investment Committee around portfolio performance and sensitivities.
Providing support to the wider Fund Reporting team and generally supporting team objectives.
Job specific requirements
Would suit a qualified accountant
Working knowledge of International Private Equity Valuation (IPEV) guidelines would
be preferable but not required.
Exceptional attention to detail with a positive energy and mindset is a must
Excellent interpersonal and relationship building skills and ability to explain
valuation approaches articulately
Ability to work well across teams in a collaborative environment
Excellent self-starter who has the initiative to take things on and resolve problems themselves
Ability to appropriately challenge valuation assumptions made by the investment team
Very organized - multiple boards, meetings and outputs being progressed,
often simultaneously
Private Equity or fund management experience preferable
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