Valuations Associate

New York, NY

Responsibilities

 

  • Enable the Valuation Process in the Private Equity, Credit, and Real Estate sectors
  • Value financial instruments and intricate corporate securities
  • Examine equity/debt/commodities financial market data history and other quantitative techniques
  • Develop a deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge throughout the company
  • Coordinate with third party valuation firms and deal teams to create accurate, timely valuations
  • Validate and update valuation models and inputs and assess applicable methodologies
  • Create summary materials highlighting significant changes/events, to be presented to the valuations committees for their review and approval of all valuations
  • Perform advisory valuation services to various business units on an ad hoc basis
  • Produce senior management reports summarizing the results of the fund’s performance on a daily, monthly, and quarterly timeframe
  • Review and update Fund reports and Marketing materials sent to existing/potential investors.
  • Generate detailed materials and responses for Investor meetings, inquires and surveys
  • Prepare documentation in support of compliance with SOX and external audit requirements

 

Requirements

 

  • No less than two years of correlated work experience
  • Bachelor’s or Master’s degree in Finance, Accounting or Economics, Finance, Valuation or Investment Banking training program ideal
  • CFA professional designation or working towards preferred but not required
  • Experience in building valuation models (DCF, Comp Multiple and Option Models)
  • Experience with capital markets/credit valuations preferred (ex. illiquid investments, bank loans, mezzanine loans, and equity)
  • Understanding of Alternative Investment strategies and products
  • Ability to complete financial models under the pressure of tight deadlines
  • Apply modeling techniques to challenging, real-world problems
  • Strong functional background working with excel
  • Familiarity with financial services applications (CapIQ, Bloomberg, etc.) a plus

 

 

 

 

 

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 2/9/2021
Salary $105,000 - $115,000 + bonus






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