Job Description

Role Purpose:

The Associate, Portfolio Valuation Coordination is responsible for supporting the delivery of valuation services for a portfolio of regular accounts, ensuring timely and accurate completion of monthly and quarterly valuations for a range of property companies ("propcos") and UK institutional clients. The role involves coordinating with valuers, clients, and other stakeholders to ensure a seamless valuation process.

Key Responsibilities:

Valuation Coordination:

+ Manage and coordinate the end-to-end valuation process for assigned portfolio clients.
+ Liaise with valuers to ensure timely completion of valuations in line with client deadlines and reporting requirements.
+ Monitor the progress of valuations and proactively identify and resolve any issues or delays.

Client Relationship Management:

+ Serve as a key point of contact for clients regarding valuation-related queries.
+ Build and maintain strong relationships with clients, understanding their specific valuation needs and requirements.
+ Provide regular updates to clients on the status of their valuations.

Data Management & Quality Control:

+ Collect and review property data, including lease information, financial statements, and market data, ensuring accuracy and completeness.
+ Maintain accurate records of all valuation-related information and documentation.
+ Assist in the preparation of valuation reports and presentations.
+ Ensure compliance with valuation standards, regulatory requirements, and internal JLL policies.

Process Improvement:

+ Identify opportunities to streamline and improve the valuation process.
+ Contribute to the development of best practices for portfolio valuation coordination.
+ Assist in the implementation of new technologies and tools to enhance efficiency and accuracy.

Reporting & Analysis:

+ Prepare regular reports on valuation activity and performance for internal management.
+ Analyze valuation data to identify trends and insights.
+ Assist in the preparation of client presentations and reports.

Skills & Experience:

Essential:

+ Bachelor's degree in Real Estate, Finance, Economics, or a related field.
+ A basic understanding of property valuation principles and methodologies.
+ Strong organizational and time management skills, with the ability to manage multiple tasks and deadlines effectively.
+ Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
+ Proficiency in Microsoft Office Suite, particularly Excel.
+ Strong analytical and problem-solving skills.
+ Ability to work independently and as part of a team.

Desirable:

+ Experience in a similar role within a real estate valuation or advisory firm.
+ Familiarity with Argus Enterprise or other valuation software.
+ Progress towards a relevant professional qualification (e.g., RICS).


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