Valuations Expert

il y a 5 jours


Luxembourg City XB Consultants Temps plein

XB Consultants is a global investment firm with a well-established office in Luxembourg.

We are seeking a highly skilled Valuations Expert to join our team as part of our expansion.

Role Overview

The Senior Valuations Officer will be responsible for overseeing and further developing the Valuation function. This role will support the Conducting Officer responsible for Risk and Valuation, with a strong emphasis on valuation oversight while also supporting the Risk Management Function.

The Officer will analyze valuation reports, set up valuation minutes, develop new valuation reports, and analytical methodologies for valuation oversight and support the Risk Management Function in dedicated Risk-related projects.

They will help establish new processes and improve existing ones, serving as a member of the AIFM's valuation committee.

Responsibilities

Key responsibilities include:

  • Organizing and facilitating the valuation process for Alternative Investment Funds (AIFs) under AIFMs management
  • Supporting the further development of the valuation function of the AIFM
  • Analyzing valuation supporting documents and preparing monthly and quarterly reporting for the board of directors
  • Understanding methodologies and assumptions of the valuation models used
  • Participating in AIFs valuation committees
  • Developing new valuation tools and reports to support the valuation function of the AIFM
  • Handling ad-hoc requests on valuation topics
  • Closely cooperating with the AIFM Risk function and the Group Valuation team
  • Ensuring that the valuation function complies with local regulatory valuation requirements
  • Reviewing and updating the Valuation policy of the AIFM
  • Participating in AIFM and AIFs Board meetings
  • Handling audit requests related to valuation
Requirements

The ideal candidate should have:

  • A Master's degree or equivalent in finance, economics, or math
  • 3-5 years of relevant financial services industry experience (Risk Management or Investment Management or Corporate Finance department from big 4)
  • Accuracy and attention to detail, with a high degree of joy in analyzing methodologies and financial formulas
  • Background in a risk-related position, with experience in strengthening knowledge in valuation regulation, valuation methods, and achieving respective risk structures and meaningful results
  • Advanced Microsoft Excel skills, with programming skills in VBA, SQL, or other languages considered an advantage
  • Strong written and verbal communication skills, with English as the primary language and proficiency in French and/or German a plus
Salary & Benefits

The estimated salary for this role is €80,000 - €120,000 per year, depending on experience.

As a Senior Valuations Officer at XB Consultants, you will be supported through regular internal and external trainings to enhance your skills and growth within the company.



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