Job Title: Valuation and Investment Risk Specialist
Location: London
Overview: Our client is seeking a highly motivated and experienced Valuation and Investment Risk Specialist to join their growing team in London. The successful candidate will be responsible for identifying, assessing, and mitigating risks associated with their investments in alternative asset classes, including Private Credit, Private Equity, Infrastructure, and Real Estate.
Minimum Requirements:
- At least 7 years of experience in risk management and valuation or management of complex investments through similar Asset Management, Advisory, Accounting, Banking, or other similar roles.
- Direct experience with the risk management and valuation assessment of one or more of the following sectors: Private Equity, Direct Debt, Leveraged Finance, Distressed Investments, Infrastructure Lending, and/or Commercial Real Estate required.
- Good knowledge of the regulatory framework of the FCA, in respect to Risk Management and Valuation, i.e., LTAF.
- Strong communication and interpersonal skills, with the ability to effectively communicate complex valuation and investment risk concepts to both technical and non-technical audiences.
- Holds a relevant professional qualification such as CFA, FRM, and/or CAIA.
Role and Responsibilities:
- Develop and implement risk management and valuation frameworks and policies for the alternative investment funds.
- Monitor and analyse portfolio risks, including market exposure, credit risk, concentration risk, operational risk, valuation risk, and liquidity risk.
- Manage and execute the valuation assessment of an allocated portfolio of client funds of complex illiquid investments through the application of relevant approaches and theory.
- Develop and implement robust valuation policies for each client AIF and ensure ongoing adherence, ensuring adequacy with local regulatory requirements.
- Liaise directly with clients and delegates (e.g., fund administrators, auditors, third-party valuation agents) to resolve valuation issues as they arise.
- Support on boarding of new funds and business, covering risk management and valuation aspects.
- Work with financial models for discounted cash flow, market multiple, and comparable market transaction analysis.
- Ensure excellence in all aspects of risk management and valuation assessment and reporting to Senior Management and the Board of Directors, regulatory authorities, auditors while ensuring deadlines are met.
- Prepare and present valuation analysis and reporting to clients in a clear and concise manner.
- Contribute directly to the development of proposals, presentations, and white papers and present them to current and prospective clients.
- Perform in-depth client, industry, market, and competitor research.
Competencies Required:
- Teamwork (Team player): Develops relationships within and across teams, working collaboratively to resolve potential challenges quickly.
- Effective Communication: Communicates effectively, engaging with others in a warm and professional manner.
- Planning and Organising: Organises and plans work effectively, ensuring delivery to quality and timescales in the short and longer term.
- Analytical (Attention to detail): Analyses and understands relevant and complex information and data to draw appropriate insights.
- Strategic Focus (Problem-Solving): Thinks strategically, thrives on innovation, considers the wider picture to identify new approaches to enhance business impact.
- Adaptability: Adapts approach and responds effectively to different situations, people, and new opportunities.
- Drive and Motivation: Highly motivated and driven, able to focus on what needs to be achieved and enthuses others to do this.
- Client-centric focus: Motivated by customer-facing environments, understanding their needs, and providing good service.