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For Companies At a Glance
- Tasks: Lead complex valuation models and support strategic financial decision-making.
- Company: Dynamic investment platform with a focus on innovation and growth.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional development.
- Other info: Engage with senior stakeholders and drive meaningful change in a collaborative environment.
- Why this job: Join a high-impact team and shape the future of investment analysis.
- Qualifications: Degree in Finance or related field; CFA progress preferred.
The predicted salary is between 50000 - 70000 ÂŁ per year.
A growing investment platform is seeking a Senior Investment & Valuation Analyst to join its Strategic Finance function. This role is ideal for an analytically minded investment professional who enjoys deep valuation work, portfolio-level analysis, and developing robust financial models that directly inform senior leadership, investment committees, and shareholders. You will play a central role in the quarterly NAV and valuation process, enhance the modelling infrastructure used across the group, and help shape long-term strategic and financial decision‑making. This is an opportunity to join a high‑impact team operating at the intersection of investment analysis, data, and strategic insights.
What You’ll Do
- Valuation & Forecasting
- Lead and enhance complex Excel‑ and Python‑based valuation models for portfolio and group‑level analysis.
- Support the consolidation and delivery of the quarterly NAV process.
- Run long‑term growth forecasts, scenario modelling and sensitivity analysis to assess valuation impacts.
- Integrate new market, operational and financial inputs to improve forecast accuracy and decision‑useful outputs.
- Strategic Finance & Stakeholder Reporting
- Prepare detailed valuation materials, dashboards and reports for senior leadership, the Board, and shareholders.
- Support Investor Relations with both recurring and ad‑hoc analysis across the investment portfolio.
- Work closely with internal teams—including Investments, Asset Management, and Finance—to ensure consistent data and insight flow.
- Model & Process Improvement
- Build new data interfaces and automate processes to streamline valuation and reporting activities.
- Apply best‑practice software engineering techniques across financial models (incl. VBA, Python, SQL).
- Identify opportunities to modernise, improve efficiency and strengthen modelling governance.
Technical Skills
- Strong expertise in building, maintaining and improving complex financial and valuation models.
- Professional fluency in VBA, with working experience in Python and SQL.
- Solid understanding of valuation techniques, portfolio performance analytics and scenario analysis.
- Experience producing clear, insight‑driven dashboards or visualisations for senior stakeholders.
Professional Skills
- Strong analytical mindset, structured approach to problem‑solving and excellent attention to detail.
- Confident communicator capable of engaging with stakeholders at all levels.
- Proactive mindset—comfortable driving change, improving processes, and enhancing data quality.
- Sector knowledge in infrastructure; exposure to renewable energy is advantageous.
Qualifications
- Degree in Finance, Business, Economics, or a related field.
- CFA qualification (or progress toward it) preferred.
- Right to work in the United Kingdom.
Senior Investment & Valuation Analyst (in house) in England employer: JSS Search
Contact Detail:
JSS Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment & Valuation Analyst (in house) in England
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment and valuation space on LinkedIn. Join relevant groups, attend webinars, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical skills. Since this role involves complex financial models and valuation techniques, practice explaining your past projects and how you’ve used tools like Excel, Python, and SQL. Show them you’re the analytical whiz they need!
✨Tip Number 3
Don’t just apply anywhere—focus on companies that align with your values and career goals. Use our website to find roles that excite you and tailor your approach. A genuine interest in the company can really set you apart from the competition!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. Mention something specific from your conversation to remind them of your fit for the role. It shows you’re proactive and genuinely interested in the position!
We think you need these skills to ace Senior Investment & Valuation Analyst (in house) in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Investment & Valuation Analyst role. Highlight your expertise in financial modelling, valuation techniques, and any relevant software skills like VBA, Python, and SQL.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of your analytical mindset and how you've successfully driven change or improved processes in previous positions.
Showcase Your Technical Skills: Don’t forget to emphasise your technical abilities! Detail your experience with complex financial models and any dashboards or visualisations you've created for senior stakeholders. This is your chance to shine!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at JSS Search
✨Master the Technical Skills
Make sure you brush up on your Excel, Python, and SQL skills before the interview. Be ready to discuss specific examples of how you've built or improved financial models in the past. This role requires a strong technical foundation, so showcasing your expertise will definitely impress.
✨Know Your Valuation Techniques
Familiarise yourself with various valuation techniques and be prepared to explain them clearly. You might be asked to run through a scenario or provide insights on how different inputs affect valuations. Having a solid grasp of these concepts will show that you're not just technically savvy but also strategically minded.
✨Prepare for Stakeholder Engagement
Since this role involves preparing materials for senior leadership and stakeholders, think about how you can communicate complex information simply and effectively. Practice explaining your past work in a way that highlights your analytical mindset and attention to detail, as well as your ability to engage with different audiences.
✨Show Your Proactive Mindset
Be ready to discuss instances where you've driven change or improved processes in your previous roles. This could involve automating tasks or enhancing data quality. Employers love candidates who take initiative, so share specific examples that demonstrate your proactive approach to problem-solving.