Job Overview – Head of Investment Valuation (Hybrid):
Join our trusted client as the Head of Investment Valuation in Chicago, IL. This hybrid leadership role offers the opportunity to oversee firm-wide valuation processes, manage methodologies across private equity, real estate, and alternative investments, and ensure compliance with financial reporting standards. You will lead a valuation team, collaborate with stakeholders, and drive process improvements to enhance accuracy and transparency.
Compensation: $175,000 – $200,000/year + bonus
Location: Chicago, IL
Schedule: Monday to Friday (Hybrid)
Responsibilities as the Head of Investment Valuation:
- Firm-Wide Valuation Oversight: Lead valuations across private equity, real estate, infrastructure, and illiquid credit.
- Securities Valuation & Risk Management: Oversee quarterly valuations for equity, debt, mezzanine financing, and warrants.
- Interval Fund Valuation: Manage daily fair value assessments for illiquid investments in private equity and infrastructure.
- Stakeholder Coordination: Collaborate with accounting teams, fund administrators, and valuation firms to ensure accurate NAV updates.
- Leadership & Team Development: Mentor valuation professionals and promote continuous improvement.
- Process & Compliance: Optimize valuation methodologies, enhance reporting technology, and ensure adherence to US GAAP and industry standards.
Qualifications for the Head of Investment Valuation:
- Education: Bachelor’s degree in Finance, Economics, or Accounting required (MBA or MS strongly preferred).
- Experience: 12+ years of investment valuation experience within an independent valuation firm, accounting firm valuation group, or alternative investment firm.
- Certifications: CFA, CPA, or CAIA preferred.
- Alternative Investment Expertise: Strong understanding of private equity, structured investments, and valuation methodologies.
- Technical Knowledge: In-depth understanding of US GAAP valuation principles, financial modeling, and accounting research.
- Skills & Attributes: Strong leadership, project management, and analytical skills, with expertise in valuation processes, strategic decision-making, and cross-functional collaboration.
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.