Senior Analyst, Private Investment Valuations

Edmonton

Permanent

  • Accounting & Finance
  • Job Code: LL1274461017
  • Posted: November 13, 2017
David Aplin Group, one of Canada's Best Managed Companies, has partnered with our client to recruit for a Senior Analyst, Private Investment Valuations.

Our client, a large and diversified investment manager headquartered in Edmonton is looking for a Senior Analyst, Private Investment Valuations.  Reporting to the Manager, this position is responsible for activities that support the valuation and analysis for an assigned portfolio of private investments. The successful candidate will also assist with identifying and implementing strategic initiatives that promote continuous improvement in valuation policies, procedures, and processes.

The Role:

  • Ensuring day-to-day, quarterly, and year-end private investment valuation activities are completed accurately, efficiently, and in compliance with policies and procedures.
  • Managing the execution of valuation projects:
    • Carrying out pre-investment reviews of investment opportunities pursued by investment teams and ensuring that proposed post-closing information and reporting will be sufficient to carry out valuation analysis in compliance with company policies.
    • Collaborating with investment, asset management, and operations teams to maintain ongoing information flow and knowledge of significant portfolio developments affecting valuation.
    • Assist in determining appropriate valuation approaches, preparing valuation models and recommendation memorandums for presentation to the Valuation Committee.
    • Primary reviewer of assigned valuation models and recommendation memorandums prepared by more junior team members.
    • Providing clear communication to Senior Manager/Director of progress and/or issues that arise during day-to-day activities and over the course of valuation projects.
    • Managing the day-to-day interaction and information flows with external firms engaged to provide valuation reports, and act as the primary reviewer of externally prepared reports.
  • Assisting in the design and implementation of valuation policies, procedures and standards by identifying and communicating areas for improvement.
  • Responding to queries and information requests from external auditors with respect to private investment valuations.
  • Assisting in providing training, development, and mentorship of more junior private investment valuation staff with respect to valuation standards, practices and internal control requirements to ensure the execution of effective and efficient valuation processes.
  • Acting as a subject matter expert for private investment valuations as required, maintain current awareness of trends and developments in the valuations field in order to provide opinions when required on appropriate accounting treatment and valuation approach for new investments.
The Ideal Candidate:

  • University degree in Accounting, Finance or related field.
  • A Chartered Professional Accounting (CPA) designation is a requirement.
  • A CBV or CFA designation is a strong asset (or working toward the designation).
  • 3+ years of experience working with private investments which could include investing, valuation, and/or due diligence in respect of private investments.
  • Sound understanding of valuation theory across diverse products or industries.
  • Effective communication, time management, and presentation skills and experience in interacting with senior management and external advisory boards.
We will consider Canadian citizens or only those individuals who have their Canadian work visa already in place as our client is looking to fill this position quickly.  Please apply as outlined below to Landon Leclair for immediate consideration. 

If you are interested in this position and meet the above criteria, please click the Apply button to send your resume in confidence directly to Landon Leclair, Recruiter, Aplin Accounting & Finance. We thank all applicants; however, only those selected for an interview will be contacted.  #LI-EDM

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Recruiter:

Profile

Landon Leclair

Accounting & Finance

Edmonton

Recruiter

  • 780.229.2004
  • lleclair@aplin.com

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