Valuation Analyst III

Published date Posted on Indeed on Jun 22, 2022 (12 d ago)

Purpose of Role

Assumes key contributor responsibilities of the valuation team to build functions associated with ensuring the accuracy and integrity of valuation of investment portfolios. Has a strong background in valuation methodology, financial reporting disclosures, and accounting principles to guide portfolio valuations. Proactively leads initiatives to enhance current valuation processes by defining project requirements and designing and building the analytic solutions to increase efficiencies. Able to concisely report and present valuation results to senior leadership.

Expectations

Prepares report summaries for daily, monthly, and quarterly balance sheet valuations.

Designs and provides improvement of valuation systems.

Prepare and present valuations, assumptions, and supporting detail to the valuation committee.

Prepare and document disclosures for financial statements.

Manage relationship with third-party pricing service providers.

Communicate valuation results with finance team and auditing firms.

Performs other duties as assigned.

Education - Required

BS - Bachelor of Science

Education - Field(s)/Profession(s)

Computer Science, Information Systems, Mathematics, Statistics, or related field.

Experience/Skills

5-7 years of experience working in related position

Moderate expertise with database structures and querying languages, such as SQL Server. Visualization tools (e.g., Tableau, SSRS) are a plus

Moderate to expert experience level in Microsoft Excel

Comfortable working with large data sets

Knowledge of financial concepts

Self-starter that demonstrates a strong desire to learn and improve skills set

Critical thinking skills to recommend original and productive ideas

Ability to synthesize complex data into actionable goals

Strong analytical thinking

Ability to multi-task and be flexible

Ability to quickly master new technology and software

Reliable and have ability to work under pressure and meet deadlines

Physical

Keyboard

Mouse or other cursor controller

Reading comprehension

Speech comprehension

Standing, walking

Environment

Indoor - climate controlled

Additional Information

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Finance of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age, national origin, physical or mental disability, gender identity and/or expression, marital status, veteran status or other characteristics protected by law.

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Referral program
  • Retirement plan
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

License/Certification:

  • ABV (Preferred)

Work Location: Remote


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