Investment Valuation Associate: NAV & Portfolio Analytics

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A leading financial services firm in New York is seeking an Investment Valuation Associate. This role involves performing valuations of various asset classes, analyzing financial data, and building valuation models. The ideal candidate will possess a Bachelor's degree in Finance or a related field, strong analytical skills, and an interest in investment valuation. This full-time opportunity offers a competitive compensation package ranging from $140,000 to $185,000 annually.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Strong understanding of investment valuation methodologies.
• Advanced Excel and analytical skills.

Responsibilities

• Perform valuations of public and private securities.
• Analyze financial statements and market information.
• Build and maintain valuation models and tools.

Skills

Financial analysis

Valuation methodologies

Excel skills

Data analysis

Time management

Education

Bachelor’s degree in Finance or related field

Tools

SQL

Python

VBA

Job description

A leading financial services firm in New York is seeking an Investment Valuation Associate. This role involves performing valuations of various asset classes, analyzing financial data, and building valuation models. The ideal candidate will possess a Bachelor's degree in Finance or a related field, strong analytical skills, and an interest in investment valuation. This full-time opportunity offers a competitive compensation package ranging from $140,000 to $185,000 annually.