Full-time | UK-based (Hybrid/Office)
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.
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Senior Investment & Valuation Analyst (in house) in England employer: JSS Search
Join a dynamic and innovative AI-driven SaaS company in London, where your contributions as a Data Engineer will directly impact the future of data solutions for global enterprises. With a strong emphasis on employee growth, this organisation fosters a collaborative work culture that encourages creativity and continuous learning, offering competitive salaries and hybrid working arrangements to ensure a healthy work-life balance. Be part of an exciting journey as they scale their platform and deepen automation, providing you with unique opportunities to advance your career in a cutting-edge environment.
