CrawlJobs Logo

Senior Associate, Client Valuations

brewin.co.uk Logo

Brewin Dolphin

Location Icon

Location:
United Kingdom , London

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

You will be a Senior Associate within the Client Valuations team within Business Client Services (BCS) Regulatory Services. This is a full-time permanent position that requires 4 days in the office.

Job Responsibility:

  • Develop and support applications used in the Client Valuations team including workbooks used to facilitate key regulatory processes for Dodd Frank, SEC, EMIR and MiFID
  • Develop and support RAD applications and proactively review the control framework within European BCS with the aim to develop, implement and continuously enhance operational risk management practices
  • Produce and deliver daily, weekly, monthly, quarterly and year-end valuations to the client in a timely manner and in accordance with any regulatory rules
  • Proactively identify and deliver improvements to the client valuation reporting processes and controls framework
  • Continuously develop product / market knowledge to ensure daily processes are appropriate and minimise operational risk
  • Ensure client transactions are valued in accordance with the standards outlined in standing orders (RBC’s policy papers)
  • Establish and document client valuations procedures in accordance with BCS guidelines and RBC policies
  • Perform portfolio reconciliation with clients allowing them to be compliant with their obligations under the Dodd Frank and EMIR regulatory framework

Requirements:

  • Quantitative, Finance or Economics degree or similar / equivalent
  • Strong IT skills (including Python and Visual Basic for Excel)
  • Familiarity and understanding of Derivative products
  • Aptitude/ability to learn and understand complex valuations
  • Requires attention to detail and accuracy
  • The ability to perform analysis of business processes and implement change as appropriate
  • Excellent communications skills, written and verbal

Nice to have:

  • Previous Client Valuations experience or experience in a similar client facing role
  • Project Management skills: required to participate in projects that impacts the client valuations area
What we offer:
  • A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
  • Leaders who support your development through coaching and managing opportunities
  • Opportunities to work with the best in the field
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services

Additional Information:

Job Posted:
April 05, 2026

Expiration:
April 08, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Brewin Dolphin - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Senior Associate, Client Valuations

Senior Associate Quantity Surveyor

A top-tier independent construction and property consultancy is looking for a Se...
Location
Location
United Kingdom , London
Salary
Salary:
85000.00 - 95000.00 GBP / Year
https://brandonjames.co.uk Logo
Brandon James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • BSc in Quantity Surveying or related discipline
  • MRICS qualified or nearing completion
  • 6+ years of UK consultancy experience
  • Strong leadership and project delivery skills
  • Confident in managing complex, multi-phase developments
Job Responsibility
Job Responsibility
  • Leading cost planning, procurement, and contract administration
  • Managing full pre- and post-contract services across multiple live projects
  • Building and maintaining strong client relationships
  • Overseeing reporting, valuations, and final accounts
  • Supporting junior team members and contributing to their professional development
  • Involvement in business development and maintaining service excellence
What we offer
What we offer
  • 27 days annual leave + bank holidays
  • Private medical insurance
  • Enhanced pension & life assurance
  • Hybrid/flexible working
  • Annual bonus scheme
  • Early finish on Fridays
  • Structured progression to Associate level
  • CPD & ongoing professional development
  • Regular social and wellbeing events
  • Fulltime
Read More
Arrow Right

Senior Associate Valuation

The key job responsibilities will be to: · General: - Support in valuation of bu...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
May 02, 2026
Flip Icon
Requirements
Requirements
  • Bachelor’s/Master’s degree in accountancy or finance
  • 6-10 years of specialized Business Valuation experience in the firm / a Big4 firm
Job Responsibility
Job Responsibility
  • Support in valuation of businesses, intangible assets, and corporate finance related services
  • Analyze operational and financial data of companies including financial statements, business plans, management reports, etc.
  • Build financial models based on business issues / transactions / companies being analyzed and deliver high-quality work products
  • Prepare proposals, letters of engagement, draft valuation reports, etc.
  • Successfully manage, guide and train a team of associates on valuation engagements
  • Manage job economics (e.g., deployment, budgeting, billing/collections, etc.)
  • Manage risks associated with valuation engagements
  • Interact with external clients and communicate with directors/partners
  • Assume responsibility for the quality control and accuracy of client deliverables by supervising the work of staff
What we offer
What we offer
  • broad range of benefits
  • opportunities to develop
  • prospects to take on leadership roles
  • World class training, whether formal or on the job learning
Read More
Arrow Right

Valuation Associate

We are looking for a Valuation Associate for our Paris Office. JLL empowers you ...
Location
Location
France , Paris
Salary
Salary:
Not provided
jll.com Logo
JLL
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years experience in property valuations with demonstrable knowledge of income, cost, and comparable methodologies
  • Strong understanding of development appraisal principles and ability to articulate valuation approaches confidently to clients
  • Background in Purpose-Built Student Accommodation (PBSA) and flex living sectors preferred
  • Advanced Excel proficiency with experience building detailed financial models for asset valuations and investment appraisals
  • Strong grasp of financial data analysis, comparable transactions, and rental market metrics
  • Confident presentation skills with ability to participate meaningfully in client meetings and pitch presentations
  • Fluent in both French and English (essential for this EMEA-focused role)
Job Responsibility
Job Responsibility
  • Assist in conducting valuations of PBSA and flex living assets using income, cost, and comparable methodologies tailored to alternative residential sectors
  • Support the preparation of valuation reports, feasibility studies, and investment appraisals under senior supervision
  • Contribute to acquisition due diligence processes, portfolio reviews, and strategic asset planning for institutional clients through detailed financial modelling and market analysis
  • Conduct market research on PBSA and flex living sectors across key European cities, gathering data on supply pipelines, demand drivers, rental growth patterns, and operational performance metrics
  • Assist in preparing market intelligence reports and contribute research support to JLL publications
  • Monitor regulatory developments affecting student housing and build-to-rent sectors
  • Build and maintain detailed financial models for asset valuations and investment appraisals
  • Analyze comparable transactions, rental data, and operational performance metrics
  • Support the development of cash flow projections and sensitivity analyses for various investment scenarios
  • Ensure accuracy and consistency of financial outputs across client deliverables
What we offer
What we offer
  • Competitive salary and benefits package
  • Fulltime
Read More
Arrow Right

Pensions Actuarial Associate Consultant

Your day-to-day role will involve carrying out or checking actuarial calculation...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
emerald-group.com Logo
The Emerald Group Ltd, Search and Selection
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Part-qualified FIA with at least two years’ experience, typically working in the UK pensions actuarial consulting environment
  • Knowledge and an awareness of current issues and key hot topics in the UK DB pensions industry
  • Ability to draft clear communications and presentations
  • Good communication skills and the ability to explain the approach taken and results to more senior team members
Job Responsibility
Job Responsibility
  • Carrying out or checking actuarial calculations with the rest of the teams on your clients along with drafting the associated advice
  • Conducting actuarial valuations for clients
  • Calculating and checking individual member calculations such as transfer values
  • Producing member option factors, such as early and late retirement factors or commutation factors for administrators
  • Carrying out and checking calculations for data and benefit rectification projects, including GMP equalisation
Read More
Arrow Right

Business Valuation Senior Associate

Join Aprio's Advisory Team and you will help clients maximize their opportunitie...
Location
Location
Philippines , Clark or Makati
Salary
Salary:
Not provided
aprio.com Logo
Aprio
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Amenable to work from 3:00 PM – 12:00 MN Manila time
  • A bachelor’s degree or higher in finance, accounting or business administration
  • At least 3 years of business valuation experience
  • Strong analytical, communication, organizational, interpersonal, and teaming skills
  • Strong project management skills
  • Advanced financial modeling skills
  • Creative thinking in problem solving
Job Responsibility
Job Responsibility
  • Assist engagement manager in execution of valuation engagements
  • Develop financial models for purposes including valuation, strategic planning, and transaction planning
  • Serve as a member of cross functional client engagement teams and work closely with the Firm’s other services groups
  • Maintain positive, productive, and professional relationships with client personnel and coworkers
  • Demonstrate teamwork and responsibility with engagement team members
  • Stay abreast of current business and economic developments relevant to the client’s business
What we offer
What we offer
  • Wellness program
  • HMO coverage
  • Rewards and Recognition program
  • Free shuttle service (provided by CDC | for onsite employees)
  • Free lunch meal (For onsite employees)
  • On-demand learning classes
  • Discretionary time off and Holidays
  • Performance-based salary increase
  • Discretionary incentive compensation based on client or individual performance
  • Hybrid set up to selected roles/location, terms and conditions may apply
  • Fulltime
Read More
Arrow Right

Associate, Brokerage

This position requires a desire for success, strong work ethic, aspirations for ...
Location
Location
United States , Phoenix
Salary
Salary:
Not provided
jll.com Logo
JLL
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A minimum of 0 – 3 (+) years of commercial real estate or business-to-business sales experience
  • Demonstrable success in business development and sales production
  • Ability to analyse qualitative and quantitative information and translate into strategic deliverables
  • State Real Estate License
Job Responsibility
Job Responsibility
  • Attend JLL University (“JLLU”) which is a 13-week training, development, and networking program specifically for our new Associate Brokers
  • Support the senior brokers in initiating business development activities and taking initiative to outreach to new leads (cold calls, warm calls, emails, etc.)
  • Work with senior brokers on new business proposals, prepare available property summary books and create new business presentations
  • Work with senior brokers to develop materials for clients (e.g., lease comparisons, market overviews, prospect, or client presentations)
  • Shadow senior brokers in transaction negotiation, evaluation, and documentation
  • Provide clients with industry and market specific information as it relates to their business and maintain contact information on prospects
  • Contribute to designated local market research requests: market snapshots, market overviews, quarterly market decks, topic specific research to support pitches and brokerage opportunities
  • Review and understand financial models, cash flow projections, and valuation models
What we offer
What we offer
  • 401(k) plan with matching company contributions
  • Medical, Dental & Vision Care
  • 6 weeks of paid parental leave at 100% of salary
  • Paid Time Off and Company Holidays
  • Flexible Work Arrangements may be available
  • Executive Benefits
  • Early access to earned wages through Daily Pay
  • Fulltime
Read More
Arrow Right

Associate, Brokerage

This position requires a desire for success, strong work ethic, aspirations for ...
Location
Location
United States , Portland
Salary
Salary:
Not provided
jll.com Logo
JLL
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A minimum of 0 – 4 (+) years of commercial real estate or business-to-business sales experience
  • Demonstrable success in business development and sales production
  • Ability to analyse qualitative and quantitative information and translate into strategic deliverables
  • State Real Estate License (must have within 30-60 days of hire)
Job Responsibility
Job Responsibility
  • Attend JLL University (“JLLU”) which is a 13-week training, development, and networking program specifically for our new Associate Brokers
  • Support the senior brokers in initiating business development activities and taking initiative to outreach to new leads (cold calls, warm calls, emails, etc.)
  • Work with senior brokers on new business proposals, prepare available property summary books and create new business presentations
  • Work with senior brokers to develop materials for clients (e.g., lease comparisons, market overviews, prospect, or client presentations)
  • Shadow senior brokers in transaction negotiation, evaluation, and documentation
  • Provide clients with industry and market specific information as it relates to their business and maintain contact information on prospects
  • Contribute to designated local market research requests: market snapshots, market overviews, quarterly market decks, topic specific research to support pitches and brokerage opportunities
  • Review and understand financial models, cash flow projections, and valuation models
What we offer
What we offer
  • 401(k) plan with matching company contributions
  • Medical, Dental & Vision Care
  • 6 weeks of paid parental leave at 100% of salary
  • Paid Time Off and Company Holidays
  • Flexible Work Arrangements may be available
  • Executive Benefits
  • Early access to earned wages through Daily Pay
  • Fulltime
Read More
Arrow Right

Associate, Brokerage

This position requires a desire for success, strong work ethic, aspirations for ...
Location
Location
United States , McLean
Salary
Salary:
Not provided
jll.com Logo
JLL
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A minimum of 0 – 4 (+) years of commercial real estate or business-to-business sales experience
  • Demonstrable success in business development and sales production
  • Ability to analyse qualitative and quantitative information and translate into strategic deliverables
  • State Real Estate License (must have within 90 days of hire)
  • Preferred previous experience in corporate real estate, consulting, or finance
  • understanding of real estate fundamentals is a plus
  • Prefer a bachelor's degree in business, Finance, Real Estate, or related field
  • Project management capabilities including multi-tasking, prioritization, deadline management, and the ability to work both independently and with a team
  • Willingness to take on new challenges, responsibilities, assignments and to work within a diverse, collaborative, and driven professional environment
Job Responsibility
Job Responsibility
  • Attend JLL University (“JLLU”) which is a 13-week training, development, and networking program specifically for our new Associate Brokers
  • Support the senior brokers in initiating business development activities and taking initiative to outreach to new leads (cold calls, warm calls, emails, etc.)
  • Work with senior brokers on new business proposals, prepare available property summary books and create new business presentations
  • Work with senior brokers to develop materials for clients (e.g., lease comparisons, market overviews, prospect, or client presentations)
  • Shadow senior brokers in transaction negotiation, evaluation, and documentation
  • Provide clients with industry and market specific information as it relates to their business and maintain contact information on prospects
  • Contribute to designated local market research requests: market snapshots, market overviews, quarterly market decks, topic specific research to support pitches and brokerage opportunities
  • Review and understand financial models, cash flow projections, and valuation models
  • Manage team meetings and oversee master project tracking system (track and update sheet with Works in Progress, new business pursuits, team initiatives)
  • Organize and maintain document repository and coordinate deliverables (presentations / pitch decks
What we offer
What we offer
  • 401(k) plan with matching company contributions
  • Comprehensive Medical, Dental & Vision Care
  • Paid parental leave at 100% of salary
  • Paid Time Off and Company Holidays
  • Early access to earned wages through Daily Pay
  • Fulltime
Read More
Arrow Right
Remote jobs Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog Salaries About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy