Valuation Analyst
Valuation Analyst
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The Valuation Analyst provides modeling analytical valuation and/or performance reporting support for private assets and their management. The role focuses on the technical build out and maintenance of analytic tools. Based on thoughtful accurate and timely analysis the incumbent will provide practical recommendations to management.
Responsibilities:
Valuation/Performance Reporting
Gather and track key metrics and benchmarks used in investment models.
Make determination as to appropriate variables models and metrics that drive value.
Update measurement models for changes in measurement inputs.
Develop valuation and distribution waterfalls based on investment documentation and take appropriate actions to raise and correct issues.
Maintain portfolio company capitalization tables request updates from portfolio companies as needed and resolve discrepancies in reported data.
Contribute to the analysis and documentation of the valuation of new private equity securities recommended to the Investment Committee.
Prepare documentation packages for each valuation outlining the procedures assumptions and recommendations for management.
Prepare portfolio summaries outlining the key individual and aggregate metrics related to valuations.
Prepare periodic reports on overall portfolio performance for senior management.
Develop and periodically review comparable (comp) sets to drive valuation recommendations.
Identify issues requiring feedback and recommending options.
Prepare status updates to the team for tracking the reporting process.
Participate in the valuation approval meetings and valuation committee meetings.
Work with the teams accounting staff and the firms outside auditor in the preparation of quarterly and yearend financial documents for its funds.
Prepare investor reporting packages.
Qualifications:
Bachelors degree (or international equivalent). Masters degree (or international equivalent) CPA and/or CFA a plus.
Two 2 years of experience in a related accounting or financial analyst position preferably at a major public accounting firm or financial advisory firm.
Prior work must include experience with either various valuation techniques for debt and equity securities or financial modeling for an Alternatives investment manager.
Knowledge of fixed income securities concepts such as bond pricing duration yield and optionadjusted spreads.
Understanding of private equity private debt or the management of funds a plus.
Must be up to date with current issues in US GAAP and IFRS.
Excellent verbal and written communication skills.
Working knowledge of Microsoft Office suite. Sophisticated Excel and model building skills.
Ability to communicate with senior levels of management.
Ability to work independently with a wide range of people including internal and external customers and meet deadlines while handling several assignments.
Decision Authorities:
Determination of appropriate valuation methodologies and variables.
Recommendations for process changes to address accounting guidance and auditor concerns.
Determination of appropriate data collection and processing procedures applications etc.
Ability to schedule and prioritize work flows within deadlines.
Ability to address issues and questions to keep progressing timeline to meet deadlines.
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where wellbeing and inclusion are more than just words.
As part of our global team well support you in shaping the future you want to see.
#LIJH
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit is an Equal Opportunity Employer
At Manulife/John Hancock we embrace our diversity. We strive to attract develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment retention advancement and compensation and we administer all of our practices and programs without discrimination on the basis of race ancestry place of origin colour ethnic origin citizenship religion or religious beliefs creed sex (including pregnancy and pregnancyrelated conditions) sexual orientation genetic characteristics veteran status gender identity gender expression age marital status family status disability or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process contact .
Primary Location
Boston MassachusettsWorking Arrangement
Salary range is expected to be between
$71550.00 USD $119250.00 USDIf you are applying for this role outside of the primary location please contact for the salary range for your location. The actual salary will vary depending on local market conditions geography and relevant jobrelated factors such as knowledge skills qualifications experience and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits including health dental mental health vision short and longterm disability life and AD&D insurance coverage adoption/surrogacy and wellness benefits and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays 3 personal days 150 hours of vacation and 40 hours of sick time (or more where required by law) each year and we offer the full range of statutory leaves of absence.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I EVerify I Pay Transparency
Company: John Hancock Life Insurance Company (U.S.A.Required Experience:
IC
Employment Type
Full-Time
