Portfolio Valuation Analyst-Alternative Investments

Capital Group; Irvine (CA); On-site; USD 98,000 - 159,000; Full time

Job summary

Capital Group seeks a Portfolio Valuation Analyst specializing in Alternative Investments. This role focuses on critical valuation tasks and financial modeling for alternative assets. Candidates must possess strong analytical abilities, relevant experience, and be capable of conveying complex analysis to various audiences.

Benefits

Competitive performance bonuses

15% contribution to retirement plan

Qualifications

• 3+ years of experience in financial modeling and valuation.
• Knowledge of financial markets and alternative investments.
• Effective verbal and written communication skills.

Responsibilities

• Support daily valuation process for alternative assets.
• Perform in-depth valuation analysis and develop financial models.
• Present analysis to senior leaders and committees.

Skills

Analytical skills

Problem-solving

Communication

Financial analysis

Education

Bachelor's degree in Finance or related field

Job description

Join to apply for the Portfolio Valuation Analyst-Alternative Investments role at Capital Group

Join to apply for the Portfolio Valuation Analyst-Alternative Investments role at Capital Group

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“I can succeed as a Portfolio Valuation Analyst - Alternative Investments at Capital Group.”

As a Portfolio Valuation Analyst - Alternative Investments, you’ll play a critical role on our team in supporting our daily valuation process focusing on fair valuation of alternative assets. You will perform in-depth valuation analysis and develop, maintain, and review financial models and methodologies (e.g. discounted cash flow; market approach analyses, etc.) in accordance with all relevant global regulatory and accounting standards. You will analyze and interpret various valuation and liquidity related data and present the analysis and information to senior leaders and oversight committees.

“I am the person Capital Group is looking for.”

• You have strong knowledge of and a minimum of 3 years’ experience in constructing and reviewing financial models and methodologies (discounted cash flow, comparable company analysis, and other relevant valuation techniques) across private equity, private credit, and other alternative assets.
• You have a strong knowledge of financial markets and have excellent analytical and problem-solving capabilities; can analyze company financial statements, assess company, industry or market news and its impact on fair value.
• You understand the legal and regulatory environment governing alternative investments, including relevant accounting standards, and reporting requirements.
• You can effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including, senior business leaders, investment analysts, portfolio managers, and oversight committees.
• You can work in both independent and team settings. You navigate ambiguity and complexity with sound judgment, creating clarity to drive effective outcomes.
• You work well under pressure and meet critical deadlines in a time sensitive environment.
• CPA and/or minimum of CFA level 1 is preferred but not required.

New York Base Salary Range: $113,270-$181,232





Orange County Base Salary Range: $98,869-$158,190





Hampton Roads Base Salary Range: $83,376-$133,402















In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

• Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
  
  

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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