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Valuation Specialist

Schroders

London

On-site

GBP 100,000 - 125,000

Full time

8 days ago

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Job summary

An established industry player is seeking a Valuation Specialist to enhance their Private Equity Fund Operations team. This role is pivotal in executing monthly and quarterly valuation processes for semi-liquid products across various private market strategies. The successful candidate will thrive in a fast-paced environment, contributing to the development of valuation functions and portfolio monitoring tools. With a strong emphasis on collaboration and innovation, this position offers an exciting opportunity to work closely with investment managers and external partners, ensuring high-quality valuation reports and insights. Join a dynamic team dedicated to driving positive change in the investment landscape.

Qualifications

  • 5+ years in financial industry focusing on valuation or deal advisory.
  • Experience with illiquid asset valuation principles and methodologies.

Responsibilities

  • Contribute to monthly valuations of private market strategies.
  • Produce concise valuation reports for boards and audit committees.
  • Collaborate with external valuation providers and internal teams.

Skills

Valuation Processes
Interpersonal Skills
Analytical Skills
Problem Solving
Communication Skills

Education

Degree in Business, Finance or Accounting
CFA Charter Holder (or working towards)

Tools

MS Office
Capital IQ
Python
VBA
MS Power Apps

Job description





Valuation Specialist

Who we’re looking for

We are looking for a Valuation Specialist to join the Schroders Capital Private Equity Fund Operations team. The Valuation Specialist will be an integral part in executing the monthly and quarterly valuation processes for our semi-liquid product offerings across a broad array of private market strategies. You will be instrumental in supporting the development of the valuation function for our joint venture with Phoenix AM: Future Growth Capital.
The position will offer a fast-paced and intellectually challenging work environment that offers accelerated exposure to private markets and increasing responsibility.
The successful candidate will have demonstrated strong interpersonal skills and a willingness to learn new skills and knowledge within the private market space.

About Schroders Group
Schroders is a leading provider of active asset management, advisory and wealth management services and is widely recognised as a leader in sustainability. Few investment managers can match the combination of capabilities and global reach that Schroders offers. This breadth of services across public and private markets allows for distinctive solutions for the diverse needs of clients, who look to Schroders to provide superior long-term investment outcomes.

Schroders Capital
Schroders Capital is the private markets business of Schroders with $97bn of AUM. We work as a global network of specialised, entrepreneurial teams. We combine a global perspective with local market expertise to serve institutional and private wealth clients. Our offering spans the private markets universe and provides access to unique capabilities across private debt and credit alternatives, real estate equity, private equity, and infrastructure equity.
The firm has deep expertise in creating bespoke solutions for institutional clients and is committed to providing scalable capabilities across the spectrum of risk, return and sustainability and impact objectives.
Supported by the resources, experience, and institutional framework of one of the world’s leading asset managers, Schroders Capital is dedicated to helping investors achieve their goals and is at the forefront of product innovation to meet the evolving needs of investors.
We see our role as being a driver of positive change drawing on deep skills to select, acquire, and improve the assets we own.


The team
Schroders Capital is the private markets investment division of Schroders Group. With $65bn AUM and 498 employees we cover a broad range of asset classes out of 19 offices globally. We provide investors with access to a broad range of private equity investment opportunities across buyout and growth investments, as well as for venture capital with a focus on what we consider the most attractive parts of the global private equity market.

What you’ll do

  • Contribute to the development of the valuation function dedicated for the monthly valuations of Future Growth Capital’s private market strategies
  • Monitor and perform valuations of our direct and co-investments, primary and secondary fund investments across a broad array of private market strategies
  • Collaborate with external valuation providers for our direct real-estate and infrastructure debt instruments
  • Produce concise, informative valuation reports for a variety of recipients (such as boards, audit committees and investor communication)
  • Interact closely with internal and external parties, in particular investment managers, general partners, pricing committees, third party valuation firms, and auditors
  • Contribute to the development of portfolio monitoring and valuation tools
  • Support special projects within your area of responsibility

The knowledge, experience and qualifications you need

  • 5+ years of experience in the financial industry within the area of valuation or deal advisory
  • A self-directed individual with experience in executing valuation processes under time-sensitive deadlines
  • Strong familiarity with the principles and methodologies used in illiquid assets’ valuation
  • Proficiency in using MS Office, Capital IQ, with knowledge of programming languages (python, VBA) and analytics’ tools (MS Power Apps suite)
  • Degree in a relevant discipline such as business, finance or accounting (CFA charter holder or working towards a similar designation would be considered a plus)

What you’ll be like

  • A flexible, adaptable and collaborative team player with a positive and “can do” attitude;
  • Creative and prepared to think outside the box; willing to take the initiative and to present solutions rather than problems;
  • Thrives under pressure while maintaining a high level of personal and professional integrity;
  • Clear desire and ambition for success, comfortable making decisions and prepared to make the personal commitment to ensure success;
  • Able to bridge cultural boundaries and generate confidence and loyalty with colleagues and clients;
  • Highly collaborative team player.

We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.







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