Valuation Analyst

Posted:
10/1/2024, 11:50:10 PM

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Finance & Banking

Workplace Type:
Hybrid

Position Overview

Apollo is seeking an Analyst to join the Valuation team in Luxembourg to support the day-to-day running of the Valuation function and the coordination of international projects led by the Valuation Conducting Officer.

This is a key hire and requires the person in the role to engage with various teams and key business stakeholders across the firm (locally and worldwide). The successful candidate will implement and oversee processes, play a key role in oversight, provide broader business support and lead projects.

Primary Responsibilities

  • Facilitate the Valuation Process in the Private Equity, Credit, and Real Estate segments

  • Value financial instruments and complex corporate securities

  • Analyze equity/debt/commodities financial market data history and other quantitative techniques

  • Develop a deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge throughout Apollo

  • Validate and update valuation models as well as inputs and assess applicable methodologies

  • Coordinate with third party valuation firms and deal teams to create accurate, timely valuations

  • Coordinate with the fund administration teams for the review and approval process of the reported NAVs for the AIFs under management

  • Create summary materials highlighting significant changes/events, to be presented to the valuation committees for their review and approval

  • Perform advisory valuation services to various business units on an ad hoc basis

  • Generate detailed materials and responses for auditors, inquires and surveys

  • Prepare documentation in support of compliance with SOX and external audit requirements

Qualifications & Experience

  • 3+ years of related work experience in the investment fund industry with an investment management company, or with strategic or financial consultants, or with an audit firm is required

  • Experience in building valuation models (DCF, Comp Multiple and Option Models)

  • Experience with capital markets/credit valuations preferred (ex. illiquid investments, bank loans, mezzanine loans, and equity)

  • Demonstrated technical, analytical and problem-solving skills under the pressure of tight deadlines

  • Experience in contributing to the planning and management of projects by defining goals, setting timelines and resolving roadblocks

  • Understanding of Alternative Investment strategies and products

  • Apply modeling techniques to challenging, real-world problems

  • Strong functional background working with excel

  • Familiarity with financial services applications (CapIQ, Bloomberg, etc.) a plus

  • Strong communication, reporting and presentation skills

  • Fluent in English (oral and written)

  • Bachelor's or Master's degree in Finance, Accounting or Economics

  • Finance, Valuations or Investment Banking training program preferred

  • CFA professional designation or working towards preferred but not required

About Apollo

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes.

Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career.

Apollo provides equal employment opportunities regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, veteran status, sex or sexual orientation, or any other criterion or circumstance protected by applicable law, ordinance, or regulation. The above criteria are intended to be used as a guide only – candidates who do not meet all the above criteria may still be considered if they are deemed to have relevant experience/ equivalent levels of skill or knowledge to fulfil the requirements of the roe. Roles are conditional upon and subject to satisfactory reference and background screening checks, as well as all necessary corporate and regulatory approvals or certifications as required from time to time.