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Full-Time

Analyst – Fair Valuation

Private Equity

Confirmed live in the last 24 hours

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Quantitative Finance
Financial Services

Compensation Overview

$95.1k - $152.1kAnnually

+ Annual Performance Bonus + Profitability Bonus

Mid

Irvine, CA, USA

Category
Private Equity
Finance & Banking
Requirements
  • strong knowledge of and a minimum of 3 years’ experience in performing valuations on private equity, private credit, and other level 3 assets
  • proficient in creating financials models and methodologies across a diverse range of companies (discounted cash flow, market approach, option pricing model, current value method, etc.)
  • strong analytical and problem-solving capabilities; able to analyze company financial statements, assess company, industry or market news and its impact on fair value
  • understanding of SEC rules 2a-5 and 22e-4 and AICPA valuation guidance
  • 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
  • exceptional quality and attention to detail to work deliverables
  • enjoy mentoring people and are a role model who others look to for guidance
  • professional experience has included times when you’ve delivered constructive feedback to team members, verbally and in writing
  • ability to work in ambiguous and highly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes
  • work well under pressure and meet critical deadlines in a very time sensitive environment
  • Active CPA and/or minimum of CFA level 1 is preferred, but not required.
Responsibilities
  • supporting our daily valuation process focusing on fair valuation and hard to value assets
  • 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
  • analyze and interpret various valuation and liquidity related data and present the analysis and information to senior leaders and oversight committees
  • monitoring, reviewing, and testing liquidity classifications of investments and stress testing in accordance with global regulatory requirements

Capital Group focuses on managing investments for long-term growth, primarily through its American Funds® brand. The company utilizes high-conviction portfolios, which means they invest in a select number of securities that they believe will perform well based on thorough research. This approach is supported by a team of over 8,000 associates who work across various global offices. Unlike many competitors, Capital Group emphasizes individual accountability among its investment professionals, ensuring that each team member is responsible for their investment decisions. The main goal of Capital Group is to enhance the financial well-being of its clients by providing successful investment strategies.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • The collaboration with KKR to launch interval funds in 2025 could open new avenues for investors to access private markets, enhancing Capital Group's product offerings.
  • Recognition as the Best Fixed Income Asset Manager at the Australian Wealth Management Awards underscores Capital Group's expertise and reputation in the industry.
  • The partnership with Deutsche Bank to distribute the Multi-Sector Income Fund globally expands Capital Group's reach and client base.

What critics are saying

  • The emergence of employment scams using Capital Group's name could damage its reputation and deter potential talent.
  • The departure of long-time portfolio manager Donald O'Neal may lead to shifts in investment strategy and potential instability.

What makes Capital Group unique

  • Capital Group's long-standing history and focus on high-conviction portfolios set it apart from newer investment firms, emphasizing a commitment to long-term results.
  • Their strategic partnership with KKR to create hybrid public-private investment solutions showcases their innovative approach to expanding investment opportunities.
  • Capital Group's global presence and management of over $2 trillion in assets highlight its scale and influence in the investment industry.

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