Associate, Fund Valuations

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Summary

Exciting opportunity to join this dynamic alternatives practice!


Company Information:

Publicly traded Alternative Asset Manager


Job Description:

• Assist in day-to-day management of the team including, but not limited to, deliverable tracking, presentations reviews, valuation model reviews, and completion of ad-hoc deliverables.
• Lead the completion of valuation models in line with valuation policy as well as requisite external guidance
• Drive the onboarding process for new portfolio investments and ensure proper data collection procedures are in place
• Manage the annual audit as well as interim reviews with third party valuation firms
• Drive enhancements and improvements to the group’s valuations and reporting processes, procedures, and use of technology
• Manage the creation and development of presentation materials to effectively communicate results
• Assist in the presentation of valuation results to various internal committees, external auditors, and limited partners
• Maintain relationships with core constituencies including, Asset Management, deal professionals, Investor Relations, and Finance teams


Requirements / Qualifications:

• Bachelor’s Degree in Finance, Economics, Accounting, or similar discipline (CFA and/or CPA a plus)
• 6-8 years of private valuation experience in “Big 4” transaction services, a private equity fund, hedge fund or third party valuation services provider
• Familiarity with a wide range of valuation approaches (e.g. Income, Market, OPM, Contingent Claims, PWERM etc.)
• Strong interpersonal skills, high EQ, and the ability to confidently and competently handle interactions with deal professionals, Asset Management, and portfolio company representatives
• Excellent oral and written communication skills. Confidence presenting to large groups of senior individuals
• Proficiency in MS Excel & MS PowerPoint is required
• Proficiency in iLevel a plus

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