Capital Group

Valuation Senior Analyst

Posted on: 20 Nov 2023

Irvine, CA

Job Description

“I can succeed as a Core Operations Valuation Senior Analyst at Capital Group.”

As a Core Operations Valuation Senior Analyst Valuation Analyst, you’ll play a critical role on our team by leading our daily valuation process focusing on fair valuation and hard to value assets. You will perform in-depth valuation analysis and develop, maintain, and review financial models and methodologies (e.g. discounted cash flow; market approach analyses, etc.) in accordance with all relevant global regulatory and accounting standards. You will analyze and interpret various valuation and liquidity related data and present the analysis and information to senior leaders and oversight committees. You will be responsible for monitoring, reviewing, and testing liquidity classifications of investments and stress testing in accordance with global regulatory requirements.

“I am the person Capital Group is looking for.”

You have advanced knowledge of securities, financials markets, and valuation techniques (e.g., discounted cash flow, comparable company analysis, spread pricing, etc.).
You have excellent analytical and problem-solving capabilities; are able to analyze company financial statements, assess company, industry or market news and its impact on fair value.
You have the ability to utilize quantitative and financial techniques to arrive at independent fair valuations on a diverse range of companies.
You have an understanding of SEC rules 2a-5, 22e-4, and AICPA valuation guidance.
You have the ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including, senior business leaders, investment analysts, portfolio managers, and oversight committees.
You have strong team leadership experience including managing day-to-day workloads, issue resolution, conflict resolution, coaching/mentoring, development, and leading and managing change.
You can work in ambiguous and highly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes.
You work well under pressure and meet critical deadlines in a very time sensitive environment.

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Capital Group

Los Angeles, CA

Company Overview:

Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.7 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers. 

OUR CORE BELIEFS

We believe a financial goal is more than a number to your clients.  It may represent a new home, a small business, a comfortable retirement or a college education. To help your clients go from dreaming to doing, we have four core beliefs that are central to their investing success.