Equity Valuations and Reporting Specialist

Milton Resourcing; Centurion; On-site; ZAR 900,000 - 1,400,000; Full time

Job summary

Milton Resourcing, on behalf of a leading financial institution, seeks an Equity Valuations & Reporting Specialist to own the valuation, monitoring, and financial reporting of a large equity investment portfolio while partnering with senior stakeholders across Finance, Treasury, Risk and Investments.

You will perform DCF and other valuation methodologies, build sophisticated models, monitor performance and risks, and drive IFRS reporting and process improvements.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related discipline.
• Minimum 8 years' experience in equity valuation, portfolio management and financial reporting.
• Advanced financial modelling skills and IFRS knowledge (IFRS 9 and IFRS 13).
• Experience valuing financial instruments and equity investments.

Responsibilities

• Own valuation, monitoring and financial reporting of a large equity portfolio.
• Develop and maintain sophisticated financial models to support investment decisions.
• Produce insightful management reports, dashboards and portfolio analytics.
• Support IFRS reporting and present valuation outcomes to executives.
• Collaborate with investment teams, treasury, risk and external stakeholders.

Skills

Equity valuation

Financial modelling

IFRS knowledge

Stakeholder management

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Excel

PowerPoint

Job description

Equity Valuations & Reporting Specialist

Shape investment decisions. Drive financial insight. Influence strategic growth.

An exceptional opportunity exists for a highly analytical finance professional to join a leading financial institution where your expertise will directly influence investment decisions, portfolio performance, and financial strategy.

If you're passionate about equity valuations, financial modelling, and transforming complex data into meaningful business insights, this role offers the opportunity to work on a diverse investment portfolio within a dynamic, high-performing finance environment.

What You'll Be Doing

As the Equity Valuations & Reporting Specialist, you'll take ownership of the valuation, monitoring, and financial reporting of an extensive equity investment portfolio while partnering with senior stakeholders across Finance, Treasury, Risk, and Investments.

Your responsibilities will include:

• Performing complex equity valuations using DCF, Comparable Company Analysis, and other recognised valuation methodologies.
• Developing and maintaining sophisticated financial models to support investment decisions.
• Monitoring portfolio performance and identifying financial risks, impairment indicators, and value drivers.
• Producing insightful management reports, dashboards, and portfolio analytics.
• Supporting quarterly and annual financial reporting in accordance with IFRS.
• Presenting valuation outcomes and strategic insights to executive stakeholders.
• Driving continuous improvements in valuation methodologies, reporting processes, and internal controls.
• Collaborating with investment teams, treasury specialists, fund managers, and key external stakeholders.

What We're Looking For

We're seeking a commercially minded finance professional who combines technical excellence with strong business acumen.

Essential Requirements

• Bachelor's Degree in Finance, Accounting, Economics, or a related discipline.
• Minimum 8 years' experience in equity valuation, portfolio management, and financial reporting within banking, investment, or financial services.
• Advanced financial modelling skills.
• Strong knowledge of IFRS, including IFRS 9 and IFRS 13.
• Experience valuing financial instruments and equity investments.
• Advanced Microsoft Excel and PowerPoint skills.
• Excellent analytical, presentation, and stakeholder management abilities.

Advantageous

• MBA, CA(SA), CFA, or equivalent postgraduate qualification.
• Equity deal structuring experience.
• Exposure to African and international financial markets.

Success in This Role

• Commercially astute and strategically minded.
• Passionate about financial analysis and investment performance.
• Comfortable working with complex financial data.
• Detail-oriented without losing sight of the bigger picture.
• An excellent communicator who can translate technical findings into business insights.
• Driven to improve processes and deliver measurable value.

Why Join Us?

This is an opportunity to make a meaningful impact in a respected financial institution where your expertise will contribute to strategic investment decisions, financial governance, and long-term portfolio growth. You'll work alongside experienced professionals in a collaborative environment that values innovation, analytical thinking, and continuous improvement.

If you're ready to take the next step in your finance career and play a key role in shaping investment outcomes, we'd like to hear from you.