Investment Valuations Analyst

USS

Valuations Analyst – Investment Finance

Business Area: Finance

Place of Work: London

Contract Type: Permanent

Hours: Full Time

The Universities Superannuation Scheme (USS) has circa 396,000 members, and over £60 billion in assets, we’re one of the largest private pension schemes in the UK and in the top 50 worldwide. Established in 1974, we’re entrusted by over 350 higher education sector employers to manage and administer the pension scheme and its investments through our two companies, Universities Superannuation Scheme Limited and USS Investment Management Limited.
 
Our purpose
Working with Higher Education employers to build a secure financial future for our members and their families.

 

The role
To assist in the performance of investment valuations (primarily illiquid equity and debt interests) and valuation control activity for the Investment segment of USS
 

Key responsibilities
• Assisting with, and performance of, quarterly (and occasional ad hoc) valuations of illiquid fixed income and equity asset investments
o Drafting of valuation reports in line with regular valuation timetable
o Formulating robust and defensible valuation opinions
o Preliminary review and analysis of business plans and cash flow models
o Development and update of valuation models
o Collation of underlying financial data from investment managers, providing relevant challenge where necessary
• Building a thorough commercial understanding of the scheme’s illiquid equity and debt investments
• Assistance with the intra-quarter valuation roll-forward process
• Assistance in the performance of valuation due diligence reviews
• Communication of key judgements and conclusions to investment accounting function
• Documentation (and where appropriate enhancement) of procedures and controls
• Assistance with the preparation of committee reports
• Performance of key administrative duties for the Investment Valuations function
• Interacting and liaising with financial control and operations functions for certain key processes and ad hoc queries (cut-offs, SPV accounting etc.)
• Working with the asset management (Private Markets) teams to gain an understanding of assets and key developments, and collating relevant management information
• Assisting with the performance of various items of project work
• Assisting external valuation advisers with the performance of the external valuation process
• Assisting external auditors in the financial audit process
• Assisting with the delivery of occasional project work for the wider Finance function

 
Your experience
Essential
• Prior experience of performing business or equity investment valuations as the primary function of a previous or existing role
• Professionally Qualified Accountant (ACA, ACCA, CIMA or equivalent), or other relevant financial qualification with significant exposure to investment appraisal techniques (e.g. CFA)
• Strong interpersonal and relationship building skills
• Excellent level of Excel skills
• Experience of dealing with external clients or influencing at senior level within an organisation

Desired
• Previous experience of working within investment management, infrastructure or pensions industries in a finance or analyst role
• Prior experience of performing fixed income / bond valuations in a previous or existing role
• Prior financial modelling experience, working with integrated forecast models for large businesses
• Prior experience of performing financial due diligence assignments
 
USSIM is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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