Job Overview – Valuations Analyst (Private Equity):
Join our client’s dynamic team as a Valuations Analyst in New York, NY. In this hybrid role, you’ll manage critical valuation processes, collaborate with deal teams, and ensure accurate financial reporting for a diverse private equity portfolio. Your analytical expertise and proactive approach will support investor relations and contribute to the firm's continued success.
Compensation: $100,000 – $120,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (Hybrid)
Responsibilities as the Valuations Analyst:
- Valuation Oversight: Review quarterly valuation models and memos for the private equity portfolio and lead discussions with deal teams on portfolio performance.
- Committee Presentations: Present valuations to the valuation committee quarterly and coordinate meeting schedules.
- Metrics Reporting: Update and maintain valuation summaries, performance metrics, and financial return metrics for investor materials.
- Auditor Coordination: Address external auditor queries related to year-end valuation models and collaborate with accounting teams to ensure timely completion of quarterly financials.
- Data Analysis: Prepare portfolio company financial metrics, perform analyses comparing performance to benchmarks, and produce ad-hoc return metrics.
- Process Management: Streamline current valuation processes and proactively ensure the timeliness of all activities.
Qualifications for the Valuations Analyst:
- Education: Bachelor’s degree in Accounting, Finance, Economics, or a related field required.
- Experience: 2-3 years of Valuations experience, preferably with private equity or illiquid securities, from public accounting advisory or equivalent.
- Skills: Demonstrates exceptional analytical and financial modeling abilities, with advanced proficiency in Microsoft Excel and strong attention to detail.
- Technical Skills: Familiarity with private equity valuation methodologies, financial return metrics, and performance analysis.
- Attributes: Strong organizational skills, proactive problem-solving abilities, and a commitment to meeting deadlines in a fast-paced environment.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.