At a Glance
- Tasks: Support portfolio performance monitoring and valuations for a leading real assets fund.
- Company: Dynamic real assets fund focused on infrastructure and renewables.
- Benefits: Competitive salary, completion bonus, and comprehensive benefits package.
- Other info: Immediate start available with excellent career development opportunities.
- Why this job: Join a key role in shaping investment insights and driving portfolio performance.
- Qualifications: 4-7 years in valuations, strong DCF modelling skills, and formal accounting qualification preferred.
The predicted salary is between 75000 - 85000 £ per year.
A leading real assets fund with a portfolio of infrastructure & renewables is looking to hire a contractor to support with portfolio performance monitoring and valuations on a 12-month fixed-term basis, starting ASAP. This is a broad, commercially focused role sitting close to the investment and asset management teams, with responsibility for valuation processes and ongoing portfolio performance analysis across a diversified asset base. You will play a key part in supporting valuation cycles and providing insight into portfolio performance, working closely with internal teams and external advisers.
Key areas of focus include:
- Supporting semi-annual valuation processes across a multi-asset portfolio
- Working alongside external valuation advisers and coordinating inputs across the business
- Preparing materials for internal valuation governance forums and supporting related queries from stakeholders including auditors
- Analysing valuation movements at both asset and portfolio level, with a clear understanding of underlying drivers
- Applying and reviewing valuation methodologies, with a strong focus on discounted cashflow modelling
- Producing and delivering management information and performance reporting
- Reviewing financial models from asset management teams to assess performance and key assumptions
- Running scenario and sensitivity analysis to assess investment outcomes
- Tracking risk factors, including downside scenarios and broader portfolio sensitivities
- Keeping close to market and macro trends and assessing potential impacts on asset performance
Requirements:
- Formal accounting qualification is highly advantageous
- 4–7 years’ experience in valuations or portfolio monitoring
- Strong DCF modelling capability, ideally within infrastructure or real estate
- Background from either an advisory firm or a buy-side environment
- Available to start immediately or at short notice
Compensation on offer is around the £75,000 to £85,000 mark with a completion bonus and wider benefits package.
Portfolio Monitoring & Valuations - Real Assets/Renewables (FTC) employer: Aria Partners
Contact Detail:
Aria Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Monitoring & Valuations - Real Assets/Renewables (FTC)
✨Tip Number 1
Network like a pro! Reach out to your connections in the real assets and renewables sectors. We all know that sometimes it’s not just what you know, but who you know that can get you in the door.
✨Tip Number 2
Prepare for those interviews by brushing up on your DCF modelling skills. We want you to be ready to showcase your expertise in valuations and portfolio monitoring, so practice explaining your thought process clearly.
✨Tip Number 3
Don’t forget to research the company! Understanding their portfolio and recent performance trends will help you stand out. We recommend checking out their latest reports and news articles to impress during your discussions.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate candidates who are eager to make an impact in the real assets space.
We think you need these skills to ace Portfolio Monitoring & Valuations - Real Assets/Renewables (FTC)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role. Highlight your experience in valuations and portfolio monitoring, especially if you've worked with infrastructure or real estate. We want to see how your skills align with what we're looking for!
Showcase Your DCF Skills: Since strong DCF modelling capability is key for this role, don’t shy away from showcasing any relevant projects or experiences. We love seeing how you’ve applied these skills in real-world scenarios!
Be Clear and Concise: When writing your application, keep it clear and concise. Use bullet points where possible to make it easy for us to read through your achievements and qualifications. We appreciate a straightforward approach!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Aria Partners
✨Know Your Valuation Methodologies
Make sure you brush up on your understanding of valuation methodologies, especially discounted cash flow (DCF) modelling. Be ready to discuss how you've applied these methods in past roles and how they relate to the portfolio performance monitoring tasks outlined in the job description.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical skills by discussing specific examples where you've analysed valuation movements or conducted scenario and sensitivity analysis. Use real-life scenarios to illustrate how your insights have influenced decision-making in previous positions.
✨Familiarise Yourself with Market Trends
Stay updated on current market and macro trends that could impact asset performance. During the interview, be prepared to share your thoughts on recent developments in the infrastructure and renewables sectors, and how they might affect portfolio valuations.
✨Engage with Stakeholders
Since the role involves working closely with internal teams and external advisers, think about how you've successfully engaged with stakeholders in the past. Be ready to discuss your communication strategies and how you’ve handled queries from auditors or governance forums.