Review job description and performance expectations
2
Enroll in company training programs
3
Participate in financial analysis and portfolio management software tutorials
4
Introduction to team members and other key personnel
5
Overview of company culture and policies
6
Obtain necessary access to databases and platforms relevant for valuation analysis
7
Attend meetings with senior analysts to understand portfolio decision-making processes
8
Start studying past portfolio valuations for familiarization
9
Approval: Senior Analyst for first portfolio valuation task assignment
10
Perform valuation analysis under supervision
11
Prepare reports of valuation findings and recommendations
12
Present initial portfolio evaluations to senior analyst
13
Approval: Senior Analyst for portfolio reports
14
Attend debriefing meetings to discuss performance and areas for improvement
15
Receive assignment for independent portfolio valuation task
16
Completion of first independent valuation task
17
Present valuation findings and recommendations to the team
18
Approval: Team for independent valuation report
19
Establish weekly check-ins with seniors
20
Map out personal professional growth and development plan
21
Approval: Manager for professional development plan
Review job description and performance expectations
Take the time to carefully review the job description and performance expectations. Understanding the role and responsibilities will provide clarity on what is expected from you and how it contributes to the overall valuation analysis process. Consider the impact of this task on your ability to perform well in your role. Are there any areas that are unclear? Reach out to your supervisor or team members for clarification. Use the 'Long Text' field below to jot down any questions or concerns you may have.
Enroll in company training programs
To ensure you have all the necessary skills and knowledge, enroll in the company's training programs. These programs are designed to equip you with the tools and resources needed to excel in your role as a valuation analyst. The 'Dropdown' field below lists some training programs available. Choose the program that aligns with your learning goals.
1
Financial Analysis
2
Portfolio Management
3
Valuation Techniques
4
Data Analysis
5
Risk Assessment
Participate in financial analysis and portfolio management software tutorials
To effectively analyze portfolios, it's important to be familiar with the financial analysis and portfolio management software used by the company. Participate in tutorials and training sessions to gain hands-on experience with these tools. Use the 'Subtasks' field below to check off the tutorials you have completed.
1
Financial analysis software
2
Portfolio management software
3
Data visualization tools
4
Risk assessment tools
5
Performance tracking software
Introduction to team members and other key personnel
Building relationships with team members and key personnel is essential for collaboration and communication. Get acquainted with your team members and other key personnel in the company. Use the 'Members' field below to select the team members and key personnel you will be working with closely.
Overview of company culture and policies
Understanding the company culture and policies will help you align your work and behavior with the values and expectations of the organization. Familiarize yourself with the company's culture and policies. Use the 'Long Text' field below to note down any key points or questions you may have.
Obtain necessary access to databases and platforms relevant for valuation analysis
To perform valuation analysis, you need access to relevant databases and platforms. Work with the IT department or relevant personnel to obtain the necessary access credentials. Use the 'Short Text' field below to provide the names of the databases and platforms you need access to.
Attend meetings with senior analysts to understand portfolio decision-making processes
Attending meetings with senior analysts will provide you with valuable insights into the portfolio decision-making processes. Observe and actively participate in these meetings to gain a deeper understanding. Reflect on your experience and describe one key takeaway from these meetings in the 'Long Text' field below.
Start studying past portfolio valuations for familiarization
Studying past portfolio valuations will help you familiarize yourself with the company's valuation methods and strategies. Allocate time to study and analyze the past portfolio valuations. Use the 'Subtasks' field below to check off the valuations you have studied.
1
Portfolio A - Q1 2020
2
Portfolio B - Q2 2020
3
Portfolio C - Q3 2020
4
Portfolio D - Q4 2020
5
Portfolio E - Q1 2021
Approval: Senior Analyst for first portfolio valuation task assignment
Will be submitted for approval:
Review job description and performance expectations
Will be submitted
Perform valuation analysis under supervision
Apply your knowledge and skills to perform valuation analysis under the supervision of senior analysts. This hands-on experience will help you refine your valuation techniques and gain confidence in your abilities. Use the 'Dropdown' field below to select the valuation analysis you will be working on.
1
Equity valuation
2
Fixed income valuation
3
Real estate valuation
4
Derivatives valuation
5
Private equity valuation
Prepare reports of valuation findings and recommendations
After completing the valuation analysis, prepare a comprehensive report detailing your findings and recommendations. Your report should include the methodology used, key assumptions, and an assessment of the portfolio's value. Use the 'Long Text' field below to provide a brief summary of your findings and recommendations.
Present initial portfolio evaluations to senior analyst
Presenting your initial portfolio evaluations to a senior analyst will allow you to receive feedback and guidance. Prepare a concise presentation highlighting your key findings and explaining your valuation methodologies. Reflect on the feedback received and describe one area for improvement in the 'Long Text' field below.
Approval: Senior Analyst for portfolio reports
Will be submitted for approval:
Perform valuation analysis under supervision
Will be submitted
Prepare reports of valuation findings and recommendations
Will be submitted
Present initial portfolio evaluations to senior analyst
Will be submitted
Attend debriefing meetings to discuss performance and areas for improvement
Attending debriefing meetings is crucial for reflecting on your performance and identifying areas for improvement. Actively participate in these meetings, share your progress, and seek feedback from senior analysts. Reflect on your experience and describe one key learning from these meetings in the 'Long Text' field below.
Receive assignment for independent portfolio valuation task
Receiving an assignment for an independent portfolio valuation task demonstrates your progress and readiness for more challenging projects. Look forward to receiving your assignment and prepare yourself for the task ahead. Use the 'Short Text' field below to note down any specific requirements or instructions for the assignment.
Completion of first independent valuation task
Completing your first independent valuation task is a significant milestone in your journey as a valuation analyst. Apply your knowledge and skills to complete the task with diligence and accuracy. Reflect on your experience and describe one challenge you encountered during the task and how you overcame it in the 'Long Text' field below.
Present valuation findings and recommendations to the team
Presenting your valuation findings and recommendations to the team is an opportunity to showcase your expertise and contribute to the overall decision-making process. Prepare a compelling presentation that effectively communicates your analysis and recommendations. Use the 'Long Text' field below to describe one key takeaway from the team presentation.
Approval: Team for independent valuation report
Will be submitted for approval:
Completion of first independent valuation task
Will be submitted
Present valuation findings and recommendations to the team
Will be submitted
Establish weekly check-ins with seniors
Establishing weekly check-ins with senior analysts will provide regular feedback, guidance, and support. Schedule dedicated time for these check-ins and come prepared with questions and updates on your progress. Use the 'Members' field below to select the senior analysts you will have weekly check-ins with.
Map out personal professional growth and development plan
Mapping out a personal professional growth and development plan will help you identify areas for improvement and set goals to enhance your skills and knowledge. Reflect on your experiences as a valuation analyst so far and identify specific areas you would like to focus on for further development. Use the 'Long Text' field below to describe your growth and development plan.
Approval: Manager for professional development plan
Will be submitted for approval:
Establish weekly check-ins with seniors
Will be submitted
Map out personal professional growth and development plan
