Investment Valuation Specialist

Lisbon Indefinido Consultar descrição da função
We are looking for a Valuation Specialist to join an investment management company and take responsibility for the independent valuation analysis of investments held across its managed funds.This is a highly analytical position combining financial modelling, investment valuation and portfolio analysis. The valuation function operates independently from portfolio management, ensuring robust and objective assessment of portfolio investments.

Added 24/09/2026

  • Take ownership of valuations across private and illiquid investments.
  • Join an international investment platform with exposure to complex assets.

Sobre o nosso cliente

Our client is a growing investment management business operating within a broader ecosystem focused on private wealth, international investment and cross-border solutions in Portugal. Operating in an international environment, the organisation provides exposure to investment strategies and private-market opportunities, offering a dynamic setting for professionals looking to develop their careers within the investment management industry.

Descrição

  • Implement and maintain appropriate valuation methodologies for private and illiquid investments;
  • Perform and independently review periodic fair-value valuations of portfolio investments;
  • Develop and maintain robust financial and valuation models, assessing key assumptions and relevant market inputs;
  • Independently challenge valuation assumptions and information provided by the Investment team and portfolio companies;
  • Analyse portfolio companies' financial performance, budgets, business plans and KPIs for valuation and portfolio-monitoring purposes;
  • Maintain comprehensive valuation files and supporting documentation;
  • Prepare valuation materials and analysis for the Board, relevant governance bodies, auditors and external valuation providers;
  • Prepare periodic independent portfolio performance and valuation analysis;
  • Support NAV, regulatory and investor reporting processes through accurate portfolio and valuation data;
  • Coordinate with Finance, Risk, Investment teams and external providers on valuation-related matters.

Perfil ideal

  • Degree in Finance, Accounting, Economics, Management or a related field;
  • Minimum of 5 years of relevant professional experience, with significant exposure to the valuation of private and illiquid assets;
  • Demonstrable experience preparing or reviewing fair-value valuations of unlisted equity investments;
  • Previous experience within a Big 4 valuation practice, independent valuation firm, regulated asset manager or investment fund;
  • Advanced financial modelling and Excel skills;
  • Strong knowledge of fair-value methodologies and the valuation of illiquid assets;
  • Experience analysing portfolio-company financial information, budgets and KPIs will be highly valued;
  • Strong accounting knowledge and financial statement analysis capabilities;
  • Ability to independently challenge assumptions and clearly document valuation conclusions;
  • High level of accuracy, analytical rigour and attention to detail;
  • Professional proficiency in Portuguese and English is mandatory.

Vantagens

  • The opportunity to take a key role within the valuation function of a growing investment management business;
  • Direct exposure to private and illiquid investments and complex valuation matters;
  • A position combining financial modelling, valuation and portfolio analysis;
  • Interaction with senior stakeholders, governance bodies and external market participants;
  • An international and entrepreneurial working environment;
  • The opportunity to contribute to the development of robust valuation processes within an evolving investment platform.
Pesquise mais Ofertas
Beatriz Rodrigues
Quote job ref
JN-092026-7111719

Resumo da Função

Setor
Banking & Financial Services
Subsetor
Capital Venture & Private Equity
Adicionar indústria
Financial Services
Localização
Lisbon
Tipo de contrato
Indefinido
Nome do Consultor
Beatriz Rodrigues
Referência da Oferta
JN-092026-7111719

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