Valuation Analyst Job Description and Profile

VAs are key parts of the investment, audit, and business operations machines. They work closely with senior financial managers and top investment figures.

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Valuation analysts determine the value of a specific company, asset, stock, or portfolio. They also value enterprises. They are the core of financial assessment. They analyze tangible and intangible assets using statistical models. The models find things like goodwill impairment costs and PPA to total asset value.

Beyond day-to-day sales analysis, VAs also help audit teams. They help companies meet laws and stay efficient. They assist with bankruptcies, stockholder disputes, transactions, buy-outs, and mergers. They help with data management, analysis, and security. They report to many teams.

Valuation analysts conduct due diligence. They consider the following factors to determine the value of an asset, business, or product:

  • Sales/Revenues
  • Profit Margins
  • Capital Expenditures
  • Tax Rates and Commitments
  • PV and Futures
  • Investment Options and Analysis
  • Stock Analysis

VAs will use analytical and stock valuation models. These include absolute and relative valuation, discounted cash flow, and dividend discount models. They should know about other models. These include residual income, the comparative model, and equity valuation. Examples are present value, multiplier, and asset-based valuation. All help a company’s audit team and clients.

Here are some of the primary job responsibilities for a valuation analyst:

  • Sound understanding of economic trends. VAs are expected to be market leaders in finance, stock, investment, and business trends. Like any job in business or finance, a confident knowledge of industry movements is necessary. Valuation teams must know which way the financial winds are blowing. This context is essential for accurate valuation statistics for any stakeholder.
  • Excellent written and verbal communication skills. To help audit teams, write very detailed reports. And to simplify financial research for investors, senior managers, and non-finance team members. So, valuation analysts must be skilled communicators.
  • Strong market analysis experience and knowledge of financial modelling. As mentioned above, VAs need a full suite of analytical skills and knowledge of complex financial and asset modelling. This is necessary to provide an effective service. Of course, knowing how to use comparative modelling is just one part of the role. It’s about aligning stats with the fast, trend-led, intangible investing world. This world includes stocks and company “health.”. This is what separates the VA wheat from the chaff.

Learn more about valuation analyst careers. The following articles cover:

Salary & Pay, How to Become, CV Building Tips, Qualifications and Skills, etc.

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