Financial Analyst (Valuations)

Bala-Cynwyd, PA



  • Providing third-party valuation firms with relevant data to prepare quarterly valuations for PE and credit portfolio investments
  • Organizing calls between external valuation firms and internal investment team members and relaying key follow-up items to relevant parties
  • Facilitating questions between external valuation firms, internal investment team, and external auditors
  • Providing external auditors with final valuation analyses and relevant support packages
  • Tracking status of valuation analyses
  • Ensuring the completion of valuation work in accordance with agreed upon timelines




  • Bachelor’s Degree in Finance, Econ, or related field of study
  • 1+ years of work experience in an accounting/financial industry setting
  • Must be proficient in Microsoft Office applications, specifically with Excel
  • Must be detail oriented and organized and possess good analytical skills
  • Must be able to handle multiple assignments/initiatives
  • Strong communication skills (written and verbal)
  • Ability to operate in a high pressure environment





Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 1/9/2020
Salary $48,000- $52,000

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