C/dialogues is a mobile marketing company offering a unique omnichannel interactive experience with outperforming conversions, based on Language AI between its global partners and their customers. The company specializes in the design & implementation of large-scale mobile marketing campaigns for mobile operators worldwide using advanced Linguistic AI approach.
We are seeking to employ a
Portfolio Valuation Analyst
(Job Code: PV/4.2023)
C/dialogues has partnered with a global investment bank and advisory firm to look for a Portfolio Valuation Analyst. This individual will be an employee of C/dialogues assigned to work as a contractor for Stout.
General Purpose: In an environment of volatile markets, potential conflicts of interest, and regulatory changes, it is critical for fund and investment managers to hire an advisor who can help them navigate the portfolio valuation process, provide objective advice, and withstand scrutiny from all sides. Stout understands the complexity of valuing financial instruments such as illiquid equity, debt, and derivatives. We have a proven track record of helping clients gain confidence in their fair value reporting, and we provide insight in developing clients’ policies and procedures.
Stout has established best practices for valuation procedures specific to portfolios of numerous companies and with multiple securities per company. We take time to understand the intricacies associated with each engagement.
Stout uses reliable valuation methodologies coupled with sophisticated techniques from quantitative and corporate finance to assist clients in understanding and valuing financial derivatives and other complex securities. Stout works on a wide variety of projects, giving team members the opportunity to gain exposure to a broad range of securities and situations.
Major Duties and Responsibilities:
- Develop valuation models to value plain vanilla debt instruments or more complicated senior or subordinated debt instruments with various economic features, hybrid securities and structured products.
- Ability to multi-task and communicate effectively with colleagues and clients in consultative settings.
- Develop and maintain professional relationships with colleagues and clients; identify and address client needs; and deliver clear requests for information.
- Prepare reports that communicate findings and recommendations to clients concisely and effectively.
- Take ownership of projects, while working collaboratively with other team members.
Knowledge, Skills & Abilities:
- Strong financial modeling skills with the ability to create valuation and financial models based on a description of a financial asset, an agreement, or an operational and financial business plan.
- Knowledge of fixed income valuation techniques such as Discounted Cash Flow Method and excellent understanding of financial statements analysis.
- Strong corporate finance and problem-solving skills.
- Knowledge of Bloomberg analytics and S&P CapIQ preferred.
- General understanding of the valuation methodologies used in financial markets preferred.
- Ability to work in a fast-paced, team-oriented, and collaborative work environment that is deadline and budget oriented.
- Excellent multi-tasking, planning and organization skills, along with strong attention to detail.
- Significant interest in understanding and enhancing your knowledge of financial markets and investments.
- Ability to communicate technical, financial, and modeling concepts in a manner that is easily understand to clients and staff.
- Strong written and verbal communication and presentation skills.
- CFA designation or participation in the CFA program will be considered a plus.
Work Location:
Positions available in Thessaloniki and Athens. Remote working options might be available depending on mutual agreement between all parties. This position is expected to have certain working-hours that overlap with the U.S. Stout PV team, based on mutual discussion/decision.
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
Please submit your CV to: Jobs@cdialogues.com or https://careers.cdialogues.com referring the Job Code, until 15/5/2023
All applications are considered as strictly confidential
