- Private Investments Valuation Analyst, VP
Robert Half Finance & Accounting
Description
We are providing an opportunity for a Private Investments Valuation Analyst, VP in the banking industry, located in Boston, Massachusetts. This role involves a blend of in-office and remote work. You will be primarily involved in refining valuation processes for private instruments, conducting independent valuations on a variety of securities, and analyzing market data for valuation models.
Responsibilities:
• Refine valuation processes for private instruments to ensure accuracy and efficiency.
• Conduct independent valuations on a diverse range of securities to establish their financial worth.
• Analyze market data to enhance valuation models and provide accurate investment evaluations.
• Document procedures for financial reporting, ensuring all data and processes are accurately recorded.
• Liaise with external valuation experts to gain insights and improve internal processes.
• Leverage critical thinking and problem-solving abilities to address complex valuation challenges.
• Utilize expert knowledge of technical accounting standards in all valuation processes.
• Handle customer credit applications, ensuring they are processed accurately and efficiently.
• Maintain customer credit records with high levels of accuracy and confidentiality.
• Monitor customer accounts and take appropriate action as necessary.
• Address customer inquiries, providing high-quality customer service at all times.
This role requires specific skills in credit, valuations, alternative asset, commercial mortgage-backed securities (CMBS), and MBS
Requirements
• Possess a solid understanding of Credit analysis and valuations within the banking industry
• Proven ability to perform valuations of private investments, with a focus on alternative assets and commercial mortgage-backed securities (CMBS)
• Experience with Mortgage-backed security (MBS) analysis is required
• Strong knowledge of alternative asset classes, including but not limited to private equity, real estate, and hedge funds
• Ability to work independently and as part of a team, demonstrating strong collaboration and communication skills
• Strong analytical, problem-solving, and decision-making skills
• Proficient in the use of relevant software applications and tools for valuation and analysis
• Bachelor's degree in finance, economics, or a related field, or equivalent work experience in the banking sector
• Professional certifications such as CFA, FRM, or similar are a plus
• Must comply with all legal and regulatory requirements, including anti-discrimination laws.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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