Senior Valuations - Asset Mgt

SET Consulting; Johannesburg; On-site; ZAR 40 000 - 80 000; Full time

Job summary

An established industry player is seeking an analytical individual to lead valuations across diverse asset classes. This pivotal role involves ensuring accurate data gathering and validation, utilizing robust methodologies, and building financial models. The successful candidate will engage with key stakeholders, providing insights and recommendations to enhance valuation processes. This position offers a significant career opportunity in a dynamic environment, where your contributions will directly impact investment strategies and decision-making. If you are ready to take on a challenging yet rewarding role, this opportunity is perfect for you.

Qualifications

• Experience in valuation within asset management or banking is essential.
• A BCom degree is required; CA or CFA is a plus.

Responsibilities

• Lead valuations for listed and unlisted securities.
• Engage with stakeholders for accurate reporting and methodologies.

Skills

Valuation Analysis

Financial Modeling

Data Validation

Stakeholder Engagement

Education

BCom Degree

CA or CFA Qualification

Job description

Reputable Asset Management firms are seeking an analytical individual to play a key role in leading and determining valuations across different asset classes. The successful candidate will ensure accurate data gathering, validation, and dissemination of valuations, utilizing appropriate methodologies and building financial models. Engagement with important stakeholders is essential. This position offers a great career opportunity.

Main Responsibilities

1. Lead valuations across all asset classes, including listed and unlisted securities.
2. Recommend corrective actions based on valuation analyses.
3. Provide input and guidance to the Valuations Committee regarding reporting standards.
4. Supply static data for new security setups and agree on suitable valuation methodologies.
5. Support oversight teams concerning relevant valuations.
6. Source and validate prices for securities not provided by the market.
7. Create valuations for various instrument types for inclusion in the Investment Book of Records.
8. Ensure external manager prices are received and incorporated.
9. Maintain and monitor data within the valuations dashboard.
10. Prepare valuation reports and lead valuation meetings with executive management.
11. Engage with key stakeholders such as Portfolio Managers and Franchise Heads.
12. Perform other duties as discussed during the interview process.

Qualifications and Experience

• BCom degree; CA or CFA qualification is advantageous.
• Valuation experience in asset management, investments, or banking (CIB).