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Senior Manager |\n| Management responsibility | No |\n\n\n| Purpose of the job |\n| --- |\n| The purpose of the role is to support the direct equity valuation process for a large portfolio of equity investments.\u003Cbr>The role involves delivering the direct valuation process in line with policies, external statutory guidance and industry best practice, working closely with key stakeholders including investment and central teams. |\n\n\n| Main duties |\n| --- |\n| Key aspects of the role include:\u003Cbr>• Supporting the valuation process and associated documentation to ensure it is in-line with industry best practice.\u003Cbr>• Maintaining robust financial models to value the direct investment portfolio, along with the associated controls & governance.\u003Cbr>• Managing the data collection requirements to ensure all relevant and appropriate information is considered in the monitoring and valuation of the portfolio companies.\u003Cbr>• Collecting, reviewing and reporting company, investment and portfolio level valuation information.\u003Cbr>• Supporting the preparing of reporting output packs for quarterly valuation meetings.\u003Cbr>• Managing the provision of reporting outputs for stakeholders.\u003Cbr>• Supporting BBB’s Audit process |\n\n\n| Knowledge and experience |\n| --- |\n| Essential\u003Cbr>• Data analysis, interpretation and judgement\u003Cbr>• Experience of reporting to a variety of stakeholders\u003Cbr>• Experience of interpreting and applying accounting, regulatory or other technical requirements\u003Cbr>• Ability to build and maintain effective working relationships\u003Cbr>• Knowledge of Microsoft suite of software and a wide knowledge of other software to enable the post holder to rapidly work with the technology the Bank uses\u003Cbr>Desirable\u003Cbr>• Financial Assets Valuation experience\u003Cbr>• Financial modelling experience |\n\n\n| Internal and external stakeholders |\n| --- |\n| The role requires day-to-day interaction with other areas of the Bank for example, Product Teams, Finance Operations, Financial Control & Governance, Business Intelligence together with liaison with external stakeholders such as the NAO, Government stakeholders and interactions with investee companies. |\n\n\n| Budgets / Delegated Financial Authority / fund size / scope of investments |\n| --- |\n| • DFA – in accordance with the Bank’s DFA Policy\u003Cbr>• Fund Size – c.£800m / portfolio of direct investments |\n\n\n| Key competencies/behaviours |\n| --- |\n| • Experience of building and managing strong relationships with stakeholders and customers\u003Cbr>• Ability to work collaboratively and flexibly\u003Cbr>• Excellent verbal and written communication skills.\u003Cbr>• Proactive with the ability to deliver results\u003Cbr>• Strong numerate and analytical skills\u003Cbr>• Strong organisational skills |\n\n\n| Qualifications |  |\n| --- | --- |\n| Essential\u003Cbr>• Graduate – numerate and/or business discipline | Desirable\u003Cbr>• None |\n\n\n| Is this a regulated role? |  | No |\n| --- | --- | --- |","cbCaifi5tbflLi24","https://ap.wps.com/l/cbCaifi5tbflLi24","pdf",117985,"English","# Purpose of the job\n# Main duties\n# Knowledge and experience\n## Essential\n## Desirable\n# Internal and external stakeholders\n# Budgets / Delegated Financial Authority / fund size / scope of investments\n# Key competencies/behaviours\n# Qualifications\n# Is this a regulated role?","[{\"question\":\"What is the purpose of the Middle Office Valuation Analyst role?\",\"answer\":\"The role supports the direct equity valuation process for a large portfolio of equity investments, delivering valuations in line with policies, statutory guidance, and industry best practice.\"},{\"question\":\"What are the main duties of the role?\",\"answer\":\"Key duties include supporting valuation and documentation, maintaining financial models and governance controls, managing data collection for portfolio monitoring, and collecting, reviewing, and 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The role also supports BBB’s audit process.\"},{\"question\":\"What qualifications and experience are required?\",\"answer\":\"Essential requirements include data analysis, interpreting technical requirements, and the ability to build relationships, plus a graduate numerate and/or business discipline. Desirable experience includes financial assets valuation and financial modelling.\"}]","Middle Officer Valuation Analyst Job Description - May 2024 | PDF",1789332212]