Valuations Professional

Position Description

An alternative investment platform is seeking an Analyst to join its team.

Responsibilities

• Assist in onboarding newly originated investments in coordination with underwriting teams.
• Perform monthly valuations of illiquid securities and periodically present findings to internal valuation leadership.
• Conduct independent valuation analyses incorporating financial statements, transaction terms, market data, and broader investment considerations.
• Build and maintain financial models to track issuer and portfolio performance.
• Support preparation of quarterly portfolio review materials and occasionally present to senior investment staff.
• Collaborate with cross-functional internal teams—investment groups, investor relations, business development, technology, portfolio analytics—as well as external valuation firms and auditors.

Candidate Profile

• Bachelor’s degree in Finance, Economics, Accounting, or a related discipline.
• 1–3 years of experience in financial consulting, investment banking, asset management, public accounting, valuation services, or credit rating analysis.
• Familiarity with debt instruments.
• Experience with debt/equity valuation, three-statement modeling, and financial analysis.
• Strong Excel proficiency.
• Experience with platforms such as Capital IQ or FactSet is advantageous.
• Strong written and verbal communication abilities.
• Comfortable operating in a collaborative, fast-paced, and high-expectation environment.
• Demonstrated interest in investing and fundamental company analysis.