At a Glance
- Tasks: Join a dynamic team to analyse and report on fund performance and valuations.
- Company: Macquarie Group, a global leader in financial services with a supportive culture.
- Benefits: Enjoy flexible working, generous leave, and comprehensive wellbeing support.
- Other info: Diverse and inclusive workplace with excellent growth opportunities.
- Why this job: Make a real impact in the energy transition while developing your career.
- Qualifications: Experience in infrastructure valuations and strong analytical skills required.
The predicted salary is between 60000 - 80000 £ per year.
Join our newly formed Global Valuation and Portfolio Analytics team, which serves to ensure the accuracy, timeliness and quality of all fund-level performance data and reporting, as well as delivering various portfolio analysis to fund leads. This role will entail supporting our flagship Wealth product, the Macquarie Energy Transition Infrastructure fund, which invests globally across real assets, private credit and public markets to deliver stable returns and yield for investors pursuing exposure to the energy transition.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
What role will you play?
Working closely with asset teams and external valuers, you will lead the valuation process across relevant funds, monitor and flag any material changes, and assist on quarterly and annual valuation processes. You will also review and challenge valuations, prepare and present valuation papers, and provide asset-by-asset valuation and return analysis and narrative.
Supporting the broader effort to optimise performance, you will provide analytical insights across the portfolio, conduct market benchmarking, track and report key performance metrics and trends across the portfolio, support asset allocation and liquidity management analysis, and participate in fund strategy and portfolio composition discussions. You will also prepare performance overview commentary for investor reports and manage regular portfolio calls with internal teams, coordinating input to support fund reporting and decision-making.
What you offer
- Proven experience in infrastructure or renewables valuations, capable of leading the end-to-end valuation processes from internal review and challenge through to independent valuer engagement, committee presentation and sign-off.
- Proficiency with valuation methodologies (DCF, market comparables, income approach) and able to produce asset-by-asset valuation analyses and bridge commentary.
- Adept at producing portfolio-level insights, including valuation driver and bridge analysis, market benchmarking, KPI tracking, and liquidity and allocation assessments.
- Experience maintaining and enhancing management processes, framework and policies, such as valuation policies, controls and governance frameworks.
- Excellent verbal and written communication skills and the ability to build and manage effective relationships across global, cross-functional teams.
- Advanced proficiency in MS Excel (financial modelling) and PowerPoint; experience with eFront, Workiva, or Aladdin is advantageous.
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.
What we offer
At Macquarie, you're empowered to shape a career that's rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:
- 1 wellbeing leave day per year and a minimum of 25 days of annual leave.
- 26 weeks' paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks' paid leave for secondary caregivers.
- Paid fertility leave for those undergoing or supporting fertility treatment.
- 2 days of paid volunteer leave and donation matching.
- Access to a wide range of salary sacrificing options.
- Benefits and initiatives to support your physical, mental and financial wellbeing including, comprehensive medical and life insurance cover.
- Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services.
- Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription.
- Access to company funded emergency and backup dependent care services.
- Recognition and service awards.
- Hybrid and flexible working arrangements, dependent on role.
- Reimbursement for work from home equipment.
About Macquarie Asset Management
Macquarie Asset Management is a leading global asset manager, trusted by institutions, individuals and communities to responsibly manage $A720 billion in assets. MAM provides clients with a diverse range of investment solutions that seek to deliver superior risk-adjusted returns.
Our commitment to diversity, equity and inclusion
We are committed to providing a working environment that embraces diversity, equity, and inclusion. We encourage people from all backgrounds to apply regardless of their identity, including age, disability, neurodiversity, gender (including gender identity or expression), sexual orientation, marriage or civil partnership, pregnancy, parental status, race (including ethnic or national origin), religion or belief, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. Our aim is to provide reasonable adjustments to individuals as required during the recruitment process and in the course of employment. If you require additional assistance, please let us know during the application process.
Valuation and Portfolio Analytics - Macquarie Group in London employer: Macquarie Group
Macquarie Group is an exceptional employer that fosters a collaborative and inclusive work culture, empowering employees to shape their careers while contributing to meaningful projects like the Energy Transition Infrastructure fund. With a strong commitment to employee wellbeing, offering generous leave policies, professional development opportunities, and flexible working arrangements, Macquarie ensures that its team members thrive both personally and professionally in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Valuation and Portfolio Analytics - Macquarie Group in London
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Macquarie Group on LinkedIn. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by diving deep into the energy transition sector. Know your stuff about valuation methodologies and be ready to discuss how they apply to real assets and private credit.
✨Tip Number 3
Show off your analytical skills! Bring examples of past work where you've provided insights or improved processes. This will demonstrate your value in optimising performance for the team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the Macquarie family.
We think you need these skills to ace Valuation and Portfolio Analytics - Macquarie Group in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Valuation and Portfolio Analytics role. Highlight your experience with valuation methodologies and any relevant projects that showcase your skills in infrastructure or renewables.
Showcase Your Analytical Skills:In your written application, emphasise your ability to provide analytical insights and produce portfolio-level analyses. Use specific examples to demonstrate how you've tracked key performance metrics or conducted market benchmarking in previous roles.
Communicate Clearly:Since excellent verbal and written communication skills are crucial for this role, ensure your application is clear and concise. Avoid jargon and make your points easy to understand, showcasing your ability to present complex information effectively.
Apply Through Our Website:We encourage you to apply directly through our website. This way, you can ensure your application reaches the right people and you’ll have access to all the latest updates about the role and our team!
How to prepare for a job interview at Macquarie Group
✨Know Your Valuation Methodologies
Make sure you brush up on your valuation methodologies like DCF, market comparables, and the income approach. Be ready to discuss how you've applied these in past roles, especially in infrastructure or renewables valuations.
✨Showcase Your Analytical Skills
Prepare to demonstrate your ability to produce portfolio-level insights. Think about examples where you've conducted market benchmarking or tracked key performance metrics, and be ready to share these during the interview.
✨Communicate Effectively
Since this role involves preparing performance commentary and managing portfolio calls, practice articulating your thoughts clearly. Use examples from your experience to show how you've built effective relationships across teams.
✨Familiarise Yourself with Tools
If you have experience with tools like eFront, Workiva, or Aladdin, make sure to mention it. If not, consider doing a bit of research on them so you can speak knowledgeably about how they might fit into the role.
