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Valuations Analyst / Associate

Salary undisclosed

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This is an opportunity to join a dynamic investment firm as an Analyst / Associate on the Portfolio Monitoring team in New York City. The role focuses on leveraging data-driven insights and portfolio analysis to support investment decision-making, portfolio management, and client reporting.

Key Responsibilities

  • Monthly Valuations: Oversee and review valuations of Credit Funds' investments
  • Valuation Techniques: Use various methods like discounted cash flow and comparable company analysis
  • Portfolio Analysis: Review financial models and key valuation assumptions
  • Reporting: Prepare valuation results and summary packages for senior management
  • Auditor Liaison: Gather information and track documentation for auditors
  • Policy Review: Ensure consistency and accuracy in valuation policies
  • Relationship Building: Communicate effectively with colleagues

Ideal Candidate Profile

  • 2-4 years in relevant roles, with hands-on experience in private valuations (debt and/or equity).
  • Quick learner, reliable, self-motivated, and a self-starter.
  • Strong problem-solving, critical thinking, and independent issue resolution.
  • Excellent interpersonal and communication skills, with experience presenting to senior managers
  • Process improvement orientation with a track record of implementing enhancements.
  • High accuracy and attention to detail
  • Advanced proficiency in Microsoft Excel.

This is an opportunity to join a dynamic investment firm as an Analyst / Associate on the Portfolio Monitoring team in New York City. The role focuses on leveraging data-driven insights and portfolio analysis to support investment decision-making, portfolio management, and client reporting.

Key Responsibilities

  • Monthly Valuations: Oversee and review valuations of Credit Funds' investments
  • Valuation Techniques: Use various methods like discounted cash flow and comparable company analysis
  • Portfolio Analysis: Review financial models and key valuation assumptions
  • Reporting: Prepare valuation results and summary packages for senior management
  • Auditor Liaison: Gather information and track documentation for auditors
  • Policy Review: Ensure consistency and accuracy in valuation policies
  • Relationship Building: Communicate effectively with colleagues

Ideal Candidate Profile

  • 2-4 years in relevant roles, with hands-on experience in private valuations (debt and/or equity).
  • Quick learner, reliable, self-motivated, and a self-starter.
  • Strong problem-solving, critical thinking, and independent issue resolution.
  • Excellent interpersonal and communication skills, with experience presenting to senior managers
  • Process improvement orientation with a track record of implementing enhancements.
  • High accuracy and attention to detail
  • Advanced proficiency in Microsoft Excel.