Robert Half - Boston, MA
posted about 2 months ago
Full-time - Mid Level
Remote - Boston, MA
Administrative and Support Services
About the position
The Private Investments Valuation Analyst, VP role at Robert Half involves refining valuation processes for private instruments, conducting independent valuations on various securities, and analyzing market data to enhance valuation models. This position offers a blend of in-office and remote work, focusing on accuracy and efficiency in financial reporting and customer service.
Responsibilities
- Refine valuation processes for private instruments to ensure accuracy and efficiency.
- Conduct independent valuations on a diverse range of securities to establish their financial worth.
- Analyze market data to enhance valuation models and provide accurate investment evaluations.
- Document procedures for financial reporting, ensuring all data and processes are accurately recorded.
- Liaise with external valuation experts to gain insights and improve internal processes.
- Leverage critical thinking and problem-solving abilities to address complex valuation challenges.
- Utilize expert knowledge of technical accounting standards in all valuation processes.
- Handle customer credit applications, ensuring they are processed accurately and efficiently.
- Maintain customer credit records with high levels of accuracy and confidentiality.
- Monitor customer accounts and take appropriate action as necessary.
- Address customer inquiries, providing high-quality customer service at all times.
Requirements
- Possess a solid understanding of Credit analysis and valuations within the banking industry.
- Proven ability to perform valuations of private investments, with a focus on alternative assets and commercial mortgage-backed securities (CMBS).
- Experience with Mortgage-backed security (MBS) analysis is required.
- Strong knowledge of alternative asset classes, including but not limited to private equity, real estate, and hedge funds.
- Ability to work independently and as part of a team, demonstrating strong collaboration and communication skills.
- Strong analytical, problem-solving, and decision-making skills.
- Proficient in the use of relevant software applications and tools for valuation and analysis.
- Bachelor's degree in finance, economics, or a related field, or equivalent work experience in the banking sector.
- Professional certifications such as CFA, FRM, or similar are a plus.
- Must comply with all legal and regulatory requirements, including anti-discrimination laws.
Nice-to-haves
- Professional certifications such as CFA, FRM, or similar are a plus.
Benefits
- Medical insurance
- Vision insurance
- Dental insurance
- Life insurance
- Disability insurance
- 401(k) plan
