Private Companies Valuations Analyst

Job Title

Department

Overview of Department

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Purpose of Role

Responsibilities

• Checking and verifying the accuracy and integrity of the third-party valuation service providers’ reporting to ensure accurate data is being used and scrutinising the output, whilst having regard for the financial information available and legal mechanics associated with different lines of stock.
• Preparing and maintaining internal valuations models for the purposes of challenging and validating the third-party valuation providers’ proposals, as well as for dealing with ongoing portfolio reviews and trigger assessments.
• Liaising with investee companies and the investment team to ensure suitable information exchange.
• Monitoring the valuation timetable with our third-party provider and co-ordinating timely flow of information.
• Feeding into and being responsible for the reporting requirements for the monthly valuation packs, as well as client reporting as required.
• Presenting at Private Companies Valuation Group meetings and to external Boards of Directors, tabling valuation proposals for consideration by each party.
• Monitoring public market movements and liaising with the investment team and Private Companies Valuation Group if a “trigger event” requires an ad hoc fair valuation outside of the normal quarterly cycle.
• Monitoring the flow of information from investee companies ensuring that financial information and updates to capital structures is captured appropriately. 
• Responsible for overseeing and inputting into the audits of private company investments across BG’s client base.
• The role will also learn the workings of our Private Companies Fund vehicles, and may be required to provide assistance in managing these vehicles from time to time.

Qualifications:

• CA / CFA (or equivalent) qualified or soon to be qualified.

What success looks like:

• Continuous improvement  – Assist with valuation processes, proactively identify risks and areas for improvement, and use data, technology and automation to improve efficiency and accuracy.
• Clear communication and collaboration – Build strong relationships with investment teams, third-party providers and auditors, presenting valuation recommendations clearly and responding confidently to questions from stakeholders and Boards.
• Accurate and timely valuations – Deliver robust, well-supported valuations across the Private Companies portfolio, confidently challenging assumptions and ensuring reporting is accurate and deadlines are met.

Your knowledge and experience:

• Experience valuing private or other illiquid investments
• Experience with financial and valuation modelling 
• Adept in the use of Excel, Power BI and automating processes through use of systems and tools available

The type of candidate that we’re looking for:

A qualified, or soon-to-be qualified, CA/CFA (or equivalent), with strong analytical skills, an inquisitive mindset and interest in private companies. They will be comfortable working with valuation models and complex financial information, able to challenge assumptions and manage multiple workstreams, and confident engaging with investment teams, third-party providers and auditors. Strong Excel skills, experience with Power BI, and a willingness to take ownership and develop expertise in private company valuations are essential.

Critical Skills:

• Data Literacy
• Digital effectiveness
• Storytelling
• Team working

Closing Date

Should you choose to use AI tools to support your application, we ask that you do this thoughtfully. We encourage you to ensure your application reflects your own voice, experience, and motivations. We value authenticity and want to understand your individual strengths and perspectives.

At Baillie Gifford, we are committed to fostering an inclusive and respectful culture in which each of our colleagues can thrive and develop. We believe that our clients are best served by a diverse workforce with the experiences, ideas and perspectives that this brings.

If you are currently working at Baillie Gifford as an employee or contractor please apply to this job from the firm's Workday internal career site.