Description

Valuation analysts are accountable for appraisal and valuation services for their companies and also analysing risks, properties as well as costs and expenses by using a variety of indicators. They need to organize themselves and pay careful focus on the finer points to avoid making mistakes in valuations and they utilize personal computers to perform calculations with spreadsheet software. They also create complicated valuation reports based on their observations and findings.

Valuation analysts are employed in offices during business hours of the week They should be able to work in a group setting to discuss appraisal forms and brainstorming ideas, and to complete the documentation that is presented to executives of the company. They usually report their progress to the vice-president of their company and must be able to multitask as well as offer advice on negotiations and transactions for acquisitions and contracts. They also assess the business offerings and services and compare them to similar products and services.

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 employ relevant methods to make assessments of the competition and offer nontechnical explanations to customers and vendors.

An undergraduate degree from economics, finance or business management, or any related field is typically required for this job, and previous experience in a similar capacity is extremely beneficial. Industry-specific certifications can also be helpful.

Roles & Responsibilities

As a Valuation Analyst with 9+ years of experience in the United States, your main responsibilities include:

  • Conducting comprehensive financial analysis to determine the value of assets, businesses, or investment opportunities.Analyzing market trends, financial statements, and economic data to assess valuation factors accurately.
  • Developing and implementing valuation models and methodologies to ascertain the worth of various assets or businesses.Utilizing discounted cash flow DCF, multiples, or other valuation techniques to determine fair market value.
  • Conducting extensive research and due diligence to gather relevant information for valuation assessments.Examining industry and sector-specific factors, comparable transactions, and regulatory requirements.
  • Preparing detailed reports and presentations outlining valuation findings and recommendations.

Qualifications & Work Experience

For a Valuation Analyst job role, 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.

Valuation

28%

Career Prospects

The role of a Valuation Analyst is crucial in ensuring accurate financial assessment and analysis. With 9+ years of experience in the United States, professionals in this field have diverse career options to explore. Here are following alternative roles to consider:

  • Senior Financial Consultant: An advanced position involving advising clients on investment strategies, risk management, and portfolio optimization.
  • Investment Manager: A role focused on actively managing investment portfolios, conducting market research, and making informed investment decisions.
  • Mergers and Acquisitions M&A Analyst: A position involved in evaluating potential acquisitions, conducting due diligence, and providing financial modeling and analysis for transactions.
  • Real Estate Appraiser: A role specializing in estimating the value of properties, conducting market research, and providing appraisal reports for various purposes.

How to Learn

As a Valuation Analyst, the job role is expected to experience significant growth in the market. According to a 10-year analysis, employment opportunities in this field are projected to increase consistently. With the increasing demand for valuation services and the expansion of financial markets, the need for skilled Valuation Analysts is expected to rise. The Bureau of Labor Statistics anticipates a 23% growth in employment for financial analysts, which includes valuation analysts, between 2018 and 2028. This positive employment outlook signifies promising career prospects for aspiring Valuation Analysts in the United States.