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Senior Investment Valuation

  • Location:

    United States of America

  • Sector:

    Accountancy & Finance

  • Job type:

    Permanent

  • Salary:

    US$150000 - US$160000 per annum

  • Contact:

    Robert Dickerson

  • Contact email:

    Robert.Dickerson@oliverjames.com

  • Job ref:

    JOB-042025-276257_1744743857

  • Published:

    10 days ago

  • Expiry date:

    2025-05-15

Position: Senior Investment Valuation
Location: Remote

Overview:
A leading Fortune 500 financial services company seeks a Senior Associate in Investment Valuation. This role supports accurate valuation of global investment and derivative portfolios and contributes to building robust internal valuation capabilities.

Key Responsibilities:

  • Develop and maintain quantitative valuation models (e.g., DCF, option pricing, Monte Carlo simulation).

  • Oversee independent price verification and model validation for a wide range of investments.

  • Collaborate with internal and external stakeholders to ensure consistent valuation practices.

  • Coach and mentor team members on valuation methodologies and best practices.

  • Prepare fair value accounting documentation (e.g., ASC 820) and present to executive committees.

  • Enhance automated pricing processes and valuation systems.

Requirements:

  • Bachelor's in finance, mathematics, engineering, or related quantitative field.

  • 10+ years in a quantitative role, with 5+ years in investment valuation.

  • Proficiency in Excel, valuation modeling, and programming languages (e.g., Python, R, VBA).

  • Strong understanding of capital markets and complex financial instruments.

Preferred Qualifications:

  • Master's degree or progress toward CFA, CAIA, FRM, or actuarial credentials.

  • Experience with valuation tools like Bloomberg, BlackRock Aladdin, Numerix, or FinCAD.

  • Leadership or supervisory experience.

Travel: Less than 10%

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