Manager - Valuations - Financial Services, London

Manager - Valuations and Decision Modelling Financial Services (Insurance and/or Banking Sectors)

The opportunity

At EY-Parthenon our unique combination of transformative strategy transactions tax and corporate finance delivers real-world value solutions that work in practice not just on paper. Benefiting from EYs full spectrum of services weve reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise paired with innovative AI-powered technology and an investor mindset we partner with CEOs boards private equity and governments every step of the way.

Our Financial Services (FS) sector focused Valuations and Decision Modelling (V&DM) team part of EY-Parthenon works with FS clients across insurance banking capital markets and wealth and asset management sectors. We advise our clients on a range of complex matters across M&A transactions strategic corporate finance financial reporting tax and operational purposes.

There is a market opportunity to grow in our insurance and banking sectors and we are seeking to hire an experienced valuation specialist with insurance or banking sector experience to join us and help drive this growth.

Your key responsibilities

As a Manager within the FS V&DM team you will oversee and manage the production of high quality valuation analyses and insightful valuation reports for a wide variety of insurance and/or banking clients from listed multinational corporations central banks and regulators to fast growth InsureTech / FinTech businesses. Typical projects include the valuations of businesses and private companies financial instruments including debt instruments asset portfolios intangible assets and derivatives. You would develop a deep understanding of the strategic commercial technological and regulatory issues faced by our clients.

You would manage small diverse teams alongside colleagues with a range of professional backgrounds and experiences each of whom bring unique ideas and perspectives to the team. A typical project would involve working with our offshore teams and often with cross-service line and cross-border colleagues. You would be expected to communicate confidently with senior colleagues and clients as well as coach junior Analyst and Executive team members and contribute in their professional development through both on-the-job training as well as leading formal training sessions. You would also take responsibility for maintaining and developing client relationships over the course of a project and beyond.

In addition to client work you would be expected to contribute to ongoing business development initiatives within the team and the broader EY-Parthenon including identifying strategic opportunities to grow our client base proactively disseminating knowledge on market trends with colleagues producing thought leadership articles etc.

Skills and attributes for success

We require highly motivated candidates with strong numerical skills / technical knowledge project management skills and a demonstrable interest and experience in valuation and financial services as well as a commercial mindset who are logical thinkers and have excellent attention to detail. We would welcome candidates with the following attributes:

• Five to eight years of experience in a professional services firm investment bank private equity consultancy corporate finance group or corporate development role with at least three years of demonstrable valuation experience.
• Detailed knowledge and experience of core valuation methodologies such as Discounted Cash Flow analysis Dividend Discount Model and the use of valuation multiples from comparable companies and transactions.
• Strong knowledge and understanding of corporate finance and familiarity with illiquid equity and debt / fixed income instruments issued by companies.
• Experience of serving clients in the insurance and banking sectors with an appreciation of the key issues faced by our clients and a detailed understanding of how these sectors work including the impacts of regulatory capital requirements.

To qualify for the role you must have

• Qualification in Finance Economics Accounting Statistics Mathematics Engineering or another highly numerate science.
• Strong quantitative and Excel skills preferably within a valuation environment.
• Ability to play a key role in projects including excellent verbal and written communication with clients and key stakeholders model building and preparing deliverables under demanding timelines.
• Further ability to balance multiple projects prioritise workload and self-review work with strong attention to detail.
• Collaborative team player with experience of coaching and managing more junior team members.

Ideally youll also have

• CFA / ACA / ACCA / FMVA or similar financial qualification.
• Understanding of IFRS 17 / IFRS 9 / IFRS 13 and other relevant accounting standards relating to the measurement of insurance contracts financial instruments and derivatives.
• Knowledge of VBA or other programming languages including Python would be an advantage.

What we look for

Candidates who are passionate about developing their career as a valuation advisor to the insurance and banking sectors and particularly within the context of transactions. You are highly motivated and ambitious a numerate logical thinker and have an intellectual curiosity about valuation. A strong communicator team player and relationship builder you thrive on change and have mindset open towards continuous learning and development.

What we offer you

We will fuel your ambition and potential with future focused skills development that equips you with state-of-the-art methodologies and technology enabled solutions. With more than 25000 people in 150 countries you will join an inclusive and empowering culture that values your uniqueness prioritizes your wellbeing and immerses you in the diverse thinking and cross-cultural experiences necessary to help deliver impact to clients across the globe and to help build a better working world. Learn more about careers at EY-Parthenon.

Are you ready to shape your future with confidence Apply today.

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