Valuations Associate

Whats in it for you 

Youll play a key part in shaping the valuation process reporting and analysis. Reporting into the Head of Ventures Valuations youll help with the preparation of portfolio valuations engage in the collection and analysis of portfolio company data and be a key contributor to investment track record analysis. 

The team: 

Understanding monitoring and reporting on the performance of our portfolio companies postinvestment is an important function of our business. The valuations team was set up in 2022 as an independent function within Octopus Ventures and continues to grow and develop into an integral part of the fund operating and management processes. It is responsible for valuing all the portfolio companies we are invested in the Ventures funds. 

We work closely with the investment managers to understand valuation drivers within our portfolio companies the investment thesis and company performance. We also work handinhand with finance and operations teams to produce internal and LP reporting Annual Reports and other material key for Ventures stakeholder management. 

What will you be doing 

Portfolio Valuations 

• Supporting the preparatory work for reporting valuations including internal information gathering model roll forwards and taking on the project management of the process including organising preliminary and review meetings with stakeholders and minute taking of portfolio review meetings. 

• Preparation of individual portfolio company valuations typically on a biannual basis which includes: 

• Collation of portfolio data gathering of relevant market comparables valuation model building (including waterfall modelling). 

• Preparation of valuation papers including commentary on trading performance justification for selected valuation methodology and selected input additional commentary on triangulation. 

• Preparation of materials required to support the valuation signoff process for the Valuation Committee the Fund Board and the auditors. 

• Attending Valuation Committee meetings as observer and be responsible for taking appropriate and accurate minutes of the discussion and conclusion. 

• Taking responsibility for evidence gathering filing and audit trails including supporting on the audit and fund administration processes. 

Fund Performance and other reporting. 

• Preparation of regular analysis on fund performance and underlying drivers of this. 

• Preparation of various analysis needed for marketing and financial reporting. 

Improving Models and Processes:  

• Supporting in the daytoday and ongoing enhancement of all ventures valuations workstreams including taking ownership of model improvements. 

Qualifications :

Valuation experience essential most likely in a consulting firm some of which will have been spent working on portfolio valuations for private equity venture capital or alternative investment space. 

ACA / ACCA qualified or CFA charter holder(preferred but not essential) 

An understanding of International Private Equity and Venture Capital Valuation Guidelines. 

Superior Excel skills. 

We encourage you to apply even if you dont tick every box. Whats the worst that can happen 

This role will evolve as we grow and develop. So if you are looking for a challenge in a fast paced and dynamic business we can deliver on that. 

Additional Information :

What we offer

A competitive salary bonus pension and share incentive plan 
Untracked holiday 
Hybrid working   minimum 3 days a week in the office
Anchor (our wellness hub) which includes Headspace one to one coaching through Wellness Cloud Digital GP & more 
Up to 6 months paid parental leave regardless of gender 
Life insurance critical illness cover and income protection 
Private medical insurance for you and your family 
Electric vehicle leasing 
The option to work overseas up to a month per year 

Our Values 
At our core we believe that how a company behaves is just as important as what it does. Thats why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders employees customers communities environment and shareholders are considered in every decision we make. 

We are committed to building a workplace where diversity is valued and inclusion is a priority. By providing equal opportunities for growth and development we embrace and celebrate all races genders religions sexual orientations ages disabilities and socioeconomic backgrounds. We believe teams achieve their best when every member feels safe respected and empowered to be their authentic selves.

Were proud to be disability confident and are committed to supporting candidates with a disability including neurodiversity and mental health conditions throughout the recruitment process. Applicants are welcome to optin to the disability confident scheme as part of our application process. If you require any adjustments to the interview process well be happy to accommodate where possible.

Remote Work :

No

Employment Type :

Fulltime