Portfolio Valuation Analyst

Jobtailor; Hong Kong; On-site; HKD 300,000 - 540,000; Full time

Job summary

Jobtailor in Hong Kong seeks an early-career valuation professional to provide advisory services to the alternative investment community. You will design financial models for DCF, market multiples, and option pricing while working across industries and geographies.

You will interview clients, assist management in client relationships, and present analyses and reports. Fluency in English and Chinese (Mandarin) and strong analytical skills are required, with willingness to work flexible hours to

Qualifications

• Bachelor's or Master's degree in Finance, Accounting or Economics or MBA.
• Within 2 years of valuation-related work experience in financial services.
• Knowledge of private equity industry preferred
• CFA (or Level 2 or Level 3 candidate) preferred
• Ability to construct and review financial models such as discounted cash flow, comparable company models and option pricing models etc.
• Good understanding of financial statements, accounting standards, and financial analysis techniques
• Excellent command of spoken and written English and Chinese, including Mandarin
• Strong analytical and problem-solving skills, as well as attention to details
• Ability to multitask and capacity to work flexible hours around critical due dates
• Ability to manage confidential, sensitive information
• Knowledge of software packages including MS Word, Excel, Power BI and PowerPoint

Responsibilities

• Provide advisory services to the alternative investment community.
• Design financial models for DCF, market multiples, and option pricing analyses.
• Perform valuation analyses on illiquid investments across industries and geographies.
• Assist with interviewing clients to gather data for engagements.
• Build and maintain client relationships with management.
• Report and present analyses and conclusions in written reports.
• Attend industry events to broaden knowledge in the alternative asset industry

Skills

Financial modelling

Analytical skills

Multilingual English/Chinese

Communication

Education

Finance/Accounting/Economics degree

CFA candidate

Tools

Power BI

MS Word

Excel

PowerPoint

Job description

Responsibilities

• Provide a range of valuation advisory services specifically to the alternative investment community
• Designing financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
• Performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
• Assisting the team with interviewing clients, including face‑to‑face meetings, to gather data and information pertinent to the engagement
• Working with management to build and maintain client relationships
• Reporting and presenting analyses and conclusions, including written reports
• Attending relevant industry events to broaden knowledge and experience within the alternative asset industry

Requirements

• Bachelor's or Master's degree in Finance, Accounting or Economics or MBA
• Within 2 years of valuation‑related work experience in financial services
• Knowledge of private equity industry preferred
• CFA (or Level 2 or Level 3 candidate) preferred
• Ability to construct and review financial models such as discounted cash flow, comparable company models and option pricing models etc.
• Good understanding of financial statements, accounting standards, and financial analysis techniques
• Excellent command of spoken and written English and Chinese, including Mandarin
• Strong analytical and problem‑solving skills, as well as attention to details
• Ability to multitask and capacity to work flexible hours around critical due dates
• Ability to manage confidential, sensitive information
• Knowledge of software packages including MS Word, Excel, Power BI and PowerPoint