Team Lead

Description:

As a market leader in the provision of illiquid portfolio pricing valuation services, our Portfolio Equity professionals assist clients in the post-trade valuation of alternative investments, specifically for debt and equity positions for which there are no "active market" quotations available.

The Private Equity Valuations - Delivery Team Lead will manage a small team of analysts to deliver a range of valuation services specifically to the alternative investment community including private equity and hedge funds, banks, institutional investors and fund administrators, in connection with provision of post-trade valuations for their alternative investment positions.

Duties & accountabilities
Performing valuations on a wide range of illiquid investments across industries and geographies while using accepted and relevant approaches and theory
Managing and training a team of 2-3 analysts to prepare valuations, and reviewing their work before final delivery to clients
Reporting and presenting analysis and conclusions including written reports, and handling valuation queries from clients
Leading the design and enhancement of the financial models used to perform valuations
Working with management to build and maintain client relationships

Education & experience
Qualified accountant or CFA charterholder
Solid experience of constructing and reviewing valuation models and other financial models including: DCF, comparable company / bond, and other intangible asset models
Experience of managing delivery of valuations and provision of responses to price challenges
Knowledge of software packages including MS Excel, Word, and PowerPoint
In-depth knowledge of several industry sectors, e.g. Biotechnology & Pharmaceuticals, Energy, Healthcare Providers & Services, or Software & IT Services
Experience of building and maintaining client relationships
Experience in mentoring staff and / or managing a team of analysts to deliver valuations
Ability to coordinate internal teams and tasks across a variety of functions