Portfolio Valuation Analyst at Creative Financial Staffing

Creative Financial Staffing has partnered with a well established firm in the Real Estate industry in the search for a Portfolio Valuation Analyst in Boston. With a portfolio in excess of $12 billion, they carry decades of experience in real estate investment, finance, development, construction management and asset management.

Highlights about this opportunity:

• Our client's portfolio is present all over the United States
• High growth potential
• Great culture with very minimal turnover
• Excellent salary and benefits package
• Located in Boston

Responsibilities of the Portfolio Valuation Analyst include but are not limited to:

• Perform detailed valuation analysis of investment portfolios, including equities, fixed income, derivatives, and alternative assets
• Conduct financial modeling and sensitivity analysis to assess asset performance
• Prepare comprehensive valuation reports for internal and external stakeholders
• Monitor market trends, economic data, and industry developments impacting portfolio value
• Ensure compliance with relevant regulations and reporting standards (e.g., IFRS, GAAP)
• Collaborate with portfolio managers to support investment strategies and decision-making
• Communicate valuation results and insights to clients, auditors, and senior management
• Maintain and update valuation models and methodologies as needed

Portfolio Valuation Analyst requirements:

• Bachelor’s degree in Finance, Economics, Accounting, or related field
• 2+ years of prior real estate valuation experience
• Strong understanding of valuation methodologies (e.g., DCF, comparable company analysis, precedent transactions).
• Experience with financial modeling, data analysis, and valuation software (e.g., Excel, Bloomberg).
• Knowledge of accounting principles and financial statements.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation abilities.
• Attention to detail and high level of accuracy.
• Ability to work under tight deadlines in a fast-paced environment
• Commutable to Boston

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