Manager, Financial Modeling & Portfolio Valuation

Description

• Update portfolio models with actuals provided by the Finance team.
• Support the risk management & optimization of assets by
• Ensuring modelling assumptions have been collated and/or reviewed with other teams (e.g. Asset Management, local development, tax etc.) in accordance with the Asset Valuation Framework.
• Provide analytical and modelling support to investment / divestment opportunities
• Ensuring valuation models share best practice with the structured finance modelling team.
• In this role, you are expected to deal with multiple stakeholders across a complex matrix environment. You may not have all “pieces of the jigsaw” at any one time, but will be expected to think two or three shots ahead
• Day-to-day engagement with the Structured Finance Team including but not limited to:
• Providing support in debt financing/re-financing and M&A transactions.
• Taking ownership of financial close models (with a view to creating a fit-for-purpose valuation model);
• Provide ad-hoc model update to support specific investment or divestment initiatives undertaken by the IM team or the wider group.
• You (alongside the wider IM team) are expected to support Regional Heads by going into the details and “distilling” critical matters
• Performing financial analysis of proposals from other members of the team (e.g. Commercial Investment Director) or other LSbp teams (e.g. power marketing)
• Ensuring that actual performance (prepared by the Finance team) is analyzed and incorporated in the valuation models on a regular basis.
• Maintaining the monthly, semi-annual and annual cash flow models and assessing the impacts of model outputs on short- or long-term financing requirements.
• Modelling assumptions setting
• Ad-hoc interaction in relation to valuation of potential investments / disposals.
• Collating from other teams and/or recommending modelling assumptions in accordance with the Asset Valuation Framework
• sizing debt, calculating ratios and running sensitivities for different scenarios; and
• Providing analytical support on risk analysis / scenario planning under the guidance of other members of the team
• Working with independent advisors (technical, legal, tax) and internal teams to develop in-depth knowledge of value drivers (e.g. technical, tax & accounting, Opex assumptions, and optimum capital structure).
• On a regular basis, review the Asset Valuation Framework and provide update recommendations on matters including:
• Create or update portfolio models for valuation and divestment purposes.
• Supporting with Budgeting and financial planning.
• Update on a semi-annual basis all individual asset portfolio model by:
• Supporting with Board presentations and analysis for various stakeholders.
• Report / recommend (where applicable) to internal stakeholders (e.g. Regional CFO, Regional Head of Asset Management, LSbp executive committee etc.) on financial performance or valuation matters relating to the portfolio being managed.
• For each individual asset portfolio, creating, developing and maintaining appropriate and robust financial models capable of:
• assisting in short-, medium- and long-term corporate level business planning and budgeting.
• calculating returns and valuations for investments.
• Delivering updated outputs, KPIs and sensitivities in accordance with the Asset Valuation Framework.
• Supporting refinancing or M&A processes led by the Structured Finance Team
• Support the IM Portfolio Management group on investor compliance matters including but not limited to modelling and presentations to lenders and other external parties (tax equity, JV partners etc.).
• Providing good quality, timely financial modelling advice to stakeholders (debt, tax equity, partners & internal stakeholders), in a way that non-specialists can readily understand.
• Updating models with financial actuals provided by the finance team and any agreed updated modelling assumptions;
• Prepare valuation reports (PowerPoint / word) in a timely manner (expected to be semi-annually).
• In conjunction with the wider IM team (and other cross-functional and local teams) contribute to the generation of new asset investment or divestment ideas, which, then, may be discussed with other teams, analyzed and eventually implemented.

Requirements

• Track record of acting as the primary modeler on a debt raising transaction within a financial institution, a financial advisory or a model auditing firm.
• Keen problem solver who can focus on appropriate details when solving problems and propose effective solutions.
• Prior experience in taking a project through an IC committee including building models which present the business case for investing in a project would be a plus, although not necessarily required.
• In addition to the modelling focus, communication and presentation skills are a must. The role will involve building bridges and strong connection with other teams in a matrix environment.
• Ability to organize workload and prioritize to maximum effect for both you and your team.
• Understanding key project finance debt sizing requirements.
• Excellent attention to detail when checking information with an ability to recognize and question anomalies.
• You must handle regular tasks in a consistent, predictable and professional manner whilst being able to step-up on “emergencies” or critical issues,
• Strong excel skills, VBA, Power Query, Power Bi (or similar data analysis tools) are a must
• Engineering or business degree
• You must be able to connect with multiple stakeholders and think globally – e.g. leverage best practices or learning from one area into the wider portfolio; provide strategic portfolio or regional insight from a detailed understanding of specific assets
• Good exposure and understanding of typical tax-related problems that can arise from investing in businesses outside the UK.
• Able to build financial models for project valuations and raising project level debt
• Prior valuation experience would be a plus but is not necessarily required
• Proven ability to independently build financial models (including operating models), run sensitivities and question assumptions on project finance transactions.
• 3-5 years of relevant work experience.

Benefits

• Four weeks of vacation and three weeks of sick leave annually plus 11 paid holidays
• Competitive compensation: $142,000 to $157,000 annually plus a 20% annual bonus.
• Retention bonuses
• 401(k) plan, with a 3% nonelective employer contribution.
• Monthly personal phone bill reimbursement of up to $100 and a monthly commuter benefit of up to $150.
• Hybrid working environment (Tuesday, Wednesday & Thursday in office, Monday and Friday remote)
• Flexible approach in a fast-paced business which is constantly changing, keeping a clear head under pressure.
• Lifestyle Savings Account and more!
• Health, dental, prescription, and vision care for US team members starts on your first day of employment with zero premiums for employee-only coverage.

Training + Development

Interview process

Visa Sponsorship

Security clearance