Portfolio Valuations Lead/Associate Director

The Portfolio Valuations Lead/Associate Director role requires advanced expertise in portfolio valuation methodologies and leadership capabilities within financial services or investment management. Candidates should possess a master's level education, indicating strong theoretical knowledge in finance, economics, or related quantitative disciplines. With a lead experience level and significant experience points, the role demands extensive practical experience managing valuation teams, overseeing complex valuation processes, and ensuring accuracy and compliance with regulatory standards. Proficiency in valuation techniques for diverse asset classes, including equities, fixed income, derivatives, and alternative investments, is essential. The role involves strategic oversight of valuation policies, risk assessment related to valuation, and collaboration with auditors, risk management, and portfolio managers. Strong analytical skills, attention to detail, and the ability to interpret market data and financial models are critical. Leadership and communication skills are necessary to guide teams, present findings to senior stakeholders, and drive process improvements. Familiarity with relevant valuation software, financial modeling tools, and regulatory frameworks such as IFRS or GAAP is expected. Overall, this position suits a seasoned finance professional with a robust academic background and proven leadership in portfolio valuation functions within complex investment environments.