Description

Valuation analysts are responsible for appraising and providing valuation services for their organizations, as well as analyzing properties, risks, costs, and expenses using a variety of metrics. They must be organized and pay close attention to detail to avoid incorrect valuations, and they use a personal computer to run calculations using spreadsheet software and write complex valuation reports based on their findings and observations.Valuation analysts work in an office environment during regular weekly business hours, and should work well in a team setting to share valuation forms, brainstorm ideas, and complete documentation to be presented to company executives. They typically report their progress to the vice president in their organization and should be able to multitask and provide advice in transactions and negotiations for contracts and acquisitions. They also evaluate business products and services and compare them with similar offerings.These analysts use valuation research and previous feedback to provide accurate valuations and assess corporate risks, evaluate industry trends, and analyze budgets and timelines, and they also review cash flows and provide support by summarizing pricing, historical/quantitative data, and financial models. They also use relevant approaches to create assessments of competitors and provide non-technical explanations for clients and vendors.A bachelor's degree in finance, economics, business management, or a related field is generally required for this position, and prior experience in a relevant capacity is highly beneficial. Industry certifications are also helpful.

Roles & Responsibilities

As a Valuation Analyst with 0-3 years of experience in Canada, your main responsibilities include:

  • Conducting financial analysis and research to determine the value of assets, businesses, or securities accurately. Analyzing financial statements, market trends, and industry data to assess the economic worth of various assets.
  • Preparing valuation models and reports, including discounted cash flow DCF analysis, comparable company analysis CCA, and market multiples. Utilizing financial modeling techniques and valuation methodologies to estimate the fair value of assets or businesses.
  • Assisting in conducting due diligence and gathering relevant information for valuation assignments. Collaborating with team members to collect and analyze data, perform data quality checks, and ensure accuracy in valuation processes.
  • Presenting valuation findings and recommendations to clients or internal stakeholders.

Qualifications & Work Experience

For a Valuation Analyst, the following qualifications are required:

  • Advanced knowledge of financial analysis techniques and methodologies to assess the value of assets or businesses accurately.
  • Proficiency in using valuation software and tools to perform complex financial modeling and generate comprehensive reports.
  • Strong attention to detail and ability to conduct thorough research to gather relevant data and information for valuation purposes.
  • Excellent communication skills to effectively present findings, recommendations, and valuation reports to clients and stakeholders in a clear and concise manner.

Essential Skills For Valuation Analyst

1

Risk Assessment

2

Cost Analysis

3

Valuation

Skills That Affect Valuation Analyst Salaries

Different skills can affect your salary. Below are the most popular skills and their effect on salary.

Financial Modeling

8%

Financial Analysis

3%

Market Research

17%

Career Prospects

The role of Valuation Analyst is crucial for assessing the financial worth of assets. Professionals with 0-3 years of experience in Canada's finance sector may explore these alternative roles:

  • Investment Analyst: Involves researching and analyzing investment opportunities, evaluating market trends, and making recommendations for portfolio management.
  • Risk Analyst: Focuses on identifying and assessing potential risks to a company's financial stability, developing risk mitigation strategies, and implementing risk management frameworks.
  • Financial Planner: Involves assisting clients in creating personalized financial plans, including budgeting, investment allocation, retirement planning, and tax strategies.
  • Business Development Analyst: A role that involves evaluating market opportunities, conducting competitor analysis, and providing insights to support business growth strategies.

How to Learn

Based on the latest data from Google, the job role of Valuation Analyst in the Canadian market is projected to experience significant growth in the near future. Over the past 10 years, there has been a steady increase in demand for Valuation Analysts, indicating the relevance and importance of this role in the market. Furthermore, employment opportunities in this field are expected to continue to expand, creating a positive outlook for job seekers in this profession. With the increasing complexity of financial markets and the need for accurate valuation of assets, the role of Valuation Analyst is set to be in high demand, offering promising career prospects.