Analyst, Portfolio Valuation

Duff & Phelps Morristown , NJ 07960

Posted Yesterday

Our professionals balance analytical skills, deep market insight and independence to deliver solid, defensible analysis and practical advice to our clients. As an organization, we think globally. We create transparency in an opaque world, and we encourage our people to do the same. That means when you take your place on our team, you'll discover a supportive and collaborative work environment that empowers you to excel. If you're ready to share your perspective with the world, then you can make a real impact here. This is the Duff & Phelps difference.

Duff & Phelps' Portfolio Valuation practice specializes in assisting clients with the valuation of alternative investments, specifically securities and positions for which there are no "active market" quotations such as illiquid securities for hedge funds, private equity funds, business development corporations and fund of funds.

At Duff & Phelps, your work will help protect, restore and maximize value for our clients. Join us and together we'll maximize the value of your career.

RESPONSIBILITIES

The Analyst will provide a range of valuation advisory services specifically to the alternative investment community including private equity and hedge funds, business development companies, pensions and endowments, in connection with our assisting those clients with valuation issues surrounding their alternative investment positions.

  • Designing financial models for discounted cash flow, market multiple, market transaction and option pricing analyses

  • Performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory

  • Assisting team with Interviewing clients, including face-to-face meetings, to gather data and information pertinent to the engagement

  • Working with management with building and maintaining client relationships

  • Reporting and presenting analyses and conclusions including written reports

  • Attending relevant industry events to broaden your knowledge and experience within the alternative asset industry

REQUIREMENTS:

  • Bachelor's or Master's degree in Finance, Accounting or Economics or MBA

  • Minimum 1 year of constructing and reviewing valuation models and other financial models including: DCF, comparable company, commodity contracts/ forecasts, and other intangible asset models

  • Strong analytical and problem solving skills, as well as strong verbal and written communication skills

  • Knowledge of software packages including MS Word, Excel, and PowerPoint

In order to be considered for a position at Duff & Phelps, you must formally apply via careers.duffandphelps.jobs

Duff & Phelps is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability.


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

resumetriaasssdfel.jp… Change Resume
Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Relationship Manager Portfo...

Glenmede Investment Management, L.P.

Posted 2 days ago

VIEW JOBS 8/15/2018 12:00:00 AM 2018-11-13T00:00 The Relationship Manager role in Portfolio Management provides comprehensive investment advice and management for Glenmede's private clients, and serves as Relationship Manager on designated relationships. This position works closely with an experienced team of wealth advisory and planning colleagues to provide integrated wealth management solutions that meet varied, complex private client needs. This position requires working knowledge of additional practice areas such as financial and estate planning, fiduciary investment and administration, philanthropic advisory, business development and other relevant disciplines. Responsibilities: Portfolio management and Investments. Develop, implement and proactively communicate and manage investment plans on behalf of clients, consistent with Glenmede's best thinking and practices. Formulate client investment objectives, create Investment Policy Statements, develop and implement an asset allocation that enables the client to achieve stated objectives, and monitor overall portfolio construction to ensure alignment with client's wealth objectives. Prepare and maintain client information in accordance with documentation retention practices and procedures utilizing the client relationship management (CRM) system and all other required technology platforms. Become proficient with Glenmede's investment solutions, including Separately Managed Accounts, Private Equity, hedge funds and other specialized strategies. Participate in Investment Policy Committee meetings, Manager Research meetings, and other venues to maintain investment knowledge and contribute to firm thinking. Relationship management and Client Service. Serve as Relationship Manager on designated client relationships, being accountable for coordinating investments, financial planning, administration and other wealth management advice and solutions. Adopt a 'leader among peers' management approach in fulfilling Relationship Management responsibilities, and coordinate with external advisors as appropriate. Work closely with other professionals on the team to ensure that clients benefit from our best thinking across relevant wealth management practice areas. Identify financial and non-financial considerations to integrate into the overall investment plan. Supervise support staff and work closely with junior professionals by teaching specific skills and sharing experiences that will allow them to expand their contribution to the firm. Business Development. Participate in new business development process, attend Glenmede-sponsored events, cultivate COI's, and partner with Business Development Officers to create, present and execute investment proposals tailored to meet client objectives. Firm Building. Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Other duties as required by the position. Qualifications: * Ability to manage difficult or complex investment portfolios for investment management accounts or fiduciary (irrevocable or revocable trust) accounts. * A minimum of ten years' experience in Investment Management with a focus on Portfolio Management and a track record of investment success. * Proven ability to work with private clients in a collaborative team-based environment. * Strong knowledge of and interest in the Capital Markets. * Knowledge, understanding and ability to discuss other wealth management disciplines and how they integrate into a comprehensive plan. * Bachelor's degree required. * Commitment to the investment and wealth management industry as demonstrated by an advanced degree (MBA) or certification (CFA). Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Glenmede are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history (including pregnancy) or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. Glenmede Investment Management, L.P. Morristown NJ

Analyst, Portfolio Valuation

Duff & Phelps