Valuation, Modelling & Economics - Senior Associate

SGV & Co.; Makati; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

SGV & Co. Philippines is seeking a seasoned professional to join our Valuation, Modelling and Economics practice. You will lead the preparation of valuation reports, financial models and economic analyses for client engagements and transactions.

You will mentor juniors, manage engagement administration, and collaborate across service lines to ensure exceptional delivery. A degree in Business, Finance or Economics is required; CFA/CFM/AFM, CVA, or CPA are a plus.

Qualifications

• A degree qualification in a related discipline such as Business, Finance, Economics – CPA not a requirement but preferred.
• At least three (3) years of work experience in valuation, modelling, and economics methodologies within Big 4, valuation firms, or finance roles.
• Ability to develop creative approaches and solutions to complex problems.
• Excellent listening, verbal, written, and presentation skills.
• Excellent interpersonal and client relationship skills with the ability to build internal and external networks.
• Excellent teamwork and responsibility towards engagement team members.
• Strong numerical and analytic skills including advanced MS Excel and financial modelling skills.
• Excellent time and project management skills and ability to meet tight deadlines and work under pressure.
• Passing CFA Level 1/2/3 a plus.
• CVA designation a plus.
• AFM or CFM designation a plus.

Responsibilities

• Manage and/or lead the preparation of valuation reports, financial models, and economic analyses.
• Ensure timely communication of engagement issues with engagement partner and/or clients.
• Provide guidance to team members on technical issues related to valuation, modelling, and economics methodologies.
• Provide mentoring and coaching to more junior members.
• Manage engagement administration (margins, billings, and collections).
• Take an active role in marketing initiatives and events.
• Collaborate with different sub-service lines, service lines, and EY offices to ensure delivery of exceptional client service.
• Actively keep abreast of current and emerging developments and apply new knowledge to client engagements and firm projects.

Skills

Financial modelling

Numerical analysis

Communication skills

Interpersonal skills

Teamwork

Time management

Client relationship skills

Presentation skills

Problem solving

Education

Business/Finance/Economics degree

CPA preferred

CFA Level 1/2/3 a plus

CVA designation a plus

AFM/CFM designation a plus

Tools

MS Excel

Job description

Our work is divided into the following categories:

• Valuation – provision of valuation or valuation review opinions in connection with transactions, business strategy, financial reporting, and/or taxation. Transactions involve acquisitions, divestitures, or financing of a business enterprise, division, product line, or portfolio of tangible / intangible assets.
• Modelling – development or review of custom-built financial models for our clients, to meet their specific needs – in support of investment decisions, finance raising, business planning, and development feasibility, among others.
• Economics – combining deep sector knowledge with strong technical skills in economics, econometrics, and quantitative analysis to assist our public and private sector clients in addressing strategic issues such as government policy, pricing, regulation and competition.

Responsibilities

• Manage and/or lead the preparation of valuation reports, financial models, and economic analyses
• Ensure timely communication of engagement issues with engagement partner and/or clients
• Provide guidance to team members on technical issues/practices related to application of valuation, modelling, and economics methodologies in engagements
• Provide mentoring and coaching to more junior members
• Manage engagement administration (margins, billings, and collections)
• Take an active role in marketing initiatives and events
• Collaborate with different sub-service lines, service lines, and EY offices to ensure delivery of exceptional client service

Actively keep abreast of current and emerging developments and service offerings and apply new knowledge and learning to client engagements and firm projects

Requirements

• A degree qualification in a related discipline such as Business, Finance, Economics – CPA not a requirement but preferred.
• At least three (3) years of work experience in the application of different valuation, modelling, and economics methodologies and techniques within a Big 4 accounting firm, business valuation firm, or in venture capital, investment banking, commercial banking, financial research or experience in a corporate finance role
• Ability to develop creative approaches and solutions necessary to resolve complex problems
• Excellent listening, verbal, written, and presentation skills
• Excellent interpersonal and client relationship skills with the ability to build internal and external networks
• Excellent teamwork skills and responsibility towards engagement team members
• Strong numerical and analytic skills including an advanced level of MS Excel and financial modelling skills
• Excellent time and project management skills and ability to meet tight deadlines and work under pressure
• Passing Level 1, Level 2, and/or Level 3 of the Chartered Financial Analyst (CFA) a plus
• Chartered Valuer and Appraiser (CVA) designation a plus
• Advanced Financial Modeler (AFM) or Chartered Financial Modeler (CFM) designation a plus

The Exceptional SGV Experience. It’s Yours To Build.