Valuation Associate

About The Company

Our client is a global leader in alternative asset management specializing in private equity, credit, and real estate investments. With a focus on value-oriented and opportunistic investing, it has built a reputation for acquiring and transforming complex or undervalued assets. The Valuation Associate will support the analysis, monitoring, and reporting of portfolio company assets.

Responsibilities

• Manage the analytics related to portfolio company performance including data collection, review, and reporting
• Enhance and maintain processes for gathering consistent financial and operational metrics across portfolio companies
• Monitor and analyze performance metrics at the asset, fund, and portfolio levels throughout the investment lifecycle
• Develop and maintain analytical tools and dashboards to support customized internal and external reporting needs
• Prepare materials for investor communications including marketing presentations, due diligence questionnaires, and other client-facing documents
• Contribute to the design and implementation of system enhancements and process improvements across the team’s analytics infrastructure
  
  

Requirements

• Bachelor’s degree required
• 3-6 years of related experience within financial services
• Strong understanding of private equity fund structures and investment lifecycle
• Strong understanding of portfolio company performance and valuation
• Experience with iLEVEL preferred
• Advanced proficiency in Excel and visualization tools
  
  

Salary Range

$125,000-$135,000