14 Portfolio Valuations Jobs

Who we are looking for The Alpha Portfolio Services team is a dedicated global business team working with Clients, SSC IT, client service, and the business operations teams to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is accurately maintained and ensuring accurate client portfolios are reflected on State Street platforms. The role will interact with the Clients investment operations (predominantly Front Office) and being a key liaison with various portfolio managers and internal SSC parties in identifying an issue as well as managing s...

Who we are looking for The Alpha Portfolio Services team is a dedicated global business team working with Clients, SSC IT, client service, and the business operations teams to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is accurately maintained and ensuring accurate client portfolios are reflected on State Street platforms. The role will interact with the Clients investment operations (predominantly Front Office) and being a key liaison with various portfolio managers and internal SSC parties in identifying an issue as well as managing s...

Who We Are Looking For The Alpha Portfolio Services team is a dedicated global business team working with Clients, SSC IT, client service, and the business operations teams to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is accurately maintained and ensuring accurate client portfolios are reflected on State Street platforms. The role will interact with the Clients investment operations (predominantly Front Office) and being a key liaison with various portfolio managers and internal SSC parties in identifying an issue as well as managing s...

As a Senior Analyst II at Knowcraft, you will be responsible for the following: **Role Overview:** You will play a crucial role in conducting and managing various valuation engagements. This will include overseeing multiple valuation and consulting projects simultaneously, writing detailed valuation reports, and ensuring the accuracy and quality of client deliverables. Additionally, you will be leading a small engagement team, providing daily progress reports to senior team members, and contributing positively to the firm's culture. Moreover, you will be responsible for training and mentoring analysts and associates within the team. **Key Responsibilities:** - Plan, organize, and manage vari...

Who we are looking for The Alpha Portfolio Services team is a dedicated global business team working with Clients, SSC IT, client service, and the business operations teams to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is accurately maintained and ensuring accurate client portfolios are reflected on State Street platforms. The role will interact with the Clients investment operations (predominantly Front Office) and being a key liaison with various portfolio managers and internal SSC parties in identifying an issue as well as managing s...

Who we are looking for The Alpha Portfolio Services team is a dedicated global business team working with Clients, SSC IT, client service, and the business operations teams to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is accurately maintained and ensuring accurate client portfolios are reflected on State Street platforms. The role will interact with the Clients investment operations (predominantly Front Office) and being a key liaison with various portfolio managers and internal SSC parties in identifying an issue as well as managing s...

As a Manager - Corporate Strategy in Chennai, India, you will be an integral part of the Corporate Strategy (CS) team, working closely with Flex CS leadership and internal stakeholders to drive growth and innovation for the global corporation. Your key responsibilities will include: - Leading corporate-level strategy projects and work streams to drive growth, profitability, and innovation. - Preparing and delivering high-quality analysis & presentations to senior leaders and executives. - Providing coaching and guidance to analysts and associates on the team. - Assisting internal and external stakeholders with competitor/industry benchmarking, target assessment, financial reporting, strategi...

As a Valuations Specialist at KGS, you will be responsible for the execution of end-to-end preparation of valuations of illiquid investments and corporate debt within the portfolio valuations space. Your key responsibilities will include: - Executing end-to-end engagements, performing audit reviews, and appraising third-party valuation reports - Ensuring high-quality timely delivery of projects - Reviewing the work of and guiding team members - Building strong professional relationships with onshore teams through project work In terms of qualifications, we are looking for candidates with the following: - Educational qualifications: CA / CFA / MBA with a specialization in Finance & Investment...

Job Description #KGS Responsible for execution of end-to-end preparation of valuations of illiquid investments / corporate debt (debt valuation) within the portfolio valuations space. Responsible for execution of end-to-end engagements, perform audit reviews and appraising third-party valuation reports Be responsible for the high-quality timely delivery of projects by self and the team members Coach a team of portfolio valuation professionals Manage workflow, delivery, team utilization and act as KGS point of contact for the onshore Geo(s) Be involved in recruitment, learning and development and performance management Build strong brand equity with onshore stakeholders Contribute to at least...

Job Description #KGS Lead and coach team(s) of 8-10 valuation professionals across single/multiple offices/geos with the end-to-end preparation of valuations of illiquid investments (equity valuation) within the portfolio valuations space. Lead workflow management, staffing, quality review, project timelines and team utilization Ensure high quality timely delivery of projects by self and the team members Provide review support and executing complex valuation projects on an end-to-end basis Guide team on relevant accounting standards as well as issue based / project specific topics Contribute to and execute the growth strategy of the team(s) including markets / products to be addressed, and c...

As a Valuations Specialist at our company, you will be entrusted with the crucial task of overseeing the complete process involved in valuing illiquid investments and corporate debt within our portfolio valuations division. Your responsibilities will include executing end-to-end preparation of valuations, performing audit reviews, and evaluating third-party valuation reports. It will be your duty to ensure that all projects are delivered with the highest quality and within the defined timelines. You will also play a key role in reviewing the work of your team members and providing them with guidance as needed to enhance their performance and skills. Furthermore, building and maintaining stro...

You will be responsible for executing end-to-end preparations of valuations of illiquid investments and corporate debt (debt valuation) within the portfolio valuations space. Your role will also involve executing end-to-end engagements, performing audit reviews, and appraising third-party valuation reports. It will be crucial for you to ensure high-quality and timely delivery of projects. Additionally, you will review the work of and guide team members while building strong professional relationships with onshore teams through project work. To qualify for this position, you must hold educational qualifications such as CA, CFA, or MBA with a specialization in Finance & Investment Management. ...

You will be leading and coaching a team of 8-10 valuation professionals working across single or multiple offices/geographies. Your primary responsibility will involve overseeing the end-to-end preparation of valuations for illiquid investments, specifically focusing on equity and debt valuation within the portfolio valuations space. In this role, you will be required to manage workflow, staffing, quality review, project timelines, and team utilization to ensure the high-quality and timely delivery of projects by yourself and your team members. Additionally, you will provide support in reviewing and executing complex valuation projects, guiding the team on relevant accounting standards, as w...

You will be responsible for executing the end-to-end preparation of valuations of illiquid investments/corporate debt (debt valuation) within the portfolio valuations space. This includes performing audit reviews and appraising third-party valuation reports. Your role will involve ensuring high-quality and timely project delivery by yourself and team members. You will also be coaching a team of portfolio valuation professionals. In addition, you will be managing workflow, delivery, and team utilization, acting as the KGS point of contact for onshore Geo(s). Your responsibilities will also include involvement in recruitment, learning and development, performance management, and building stron...