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.