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Valuation Specialist
Company | Neuberger Berman |
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Location | New York, NY, USA |
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Salary | $190000 – $220000 |
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Type | Full-Time |
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Degrees | |
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Experience Level | Mid Level, Senior |
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Requirements
- Team oriented individual who can help train and develop others to expand capabilities and capacity of the valuation team
- Comfortable with changing priorities and flexible with pivoting to accomplish process improvements
- Willingness to challenge the status quo and apply technology to improve efficiencies across firm’s functions
- Strong project management, communication and presentation skills
- Possess problem-solving, data analytical, and valuation skills
- Strong knowledge of valuation methodologies and intermediate to advanced excel capabilities
- Quantitative finance background with knowledge of financial products, specifically in private equity, real estate and lending spaces
- CFA designation strongly preferred
Responsibilities
- Work closely with and support the head of valuation
- Support the preparation of quarterly/monthly/daily valuation models and portfolio analytics for various asset classes and strategies
- Perform model validation on new valuation models
- Coordinate with investment team, accounting, technology, risk and other supporting teams about pricing, valuation, P&L and valuation models
- Assist the head of valuation in managing the valuation process on investment specific inputs and market data inputs to the valuation models and ensure the valuation process complies with the firm’s valuation policies
- Work closely with the Technology Team to implement valuation setup for new products and automate the current process
- Perform price testing analysis with counterparty valuation and other third-party vendors’ prices
- Maintain the valuation support as evidence that investment valuation is accurate
- Manage and coordinate communications with third party valuation service providers and auditors throughout the valuation process
Preferred Qualifications
- CFA designation strongly preferred