Associate/Sr Associate, Financial Reporting (Performance Reporting)

  • Location: New York, NY
  • Type: Perm (Contingency)
  • Job #33839
  • Salary: $130,000

Compensation: $130,000 – $155,000 + bonus
Location: New York City

Job Overview:
As Associate/Sr Associate, Financial Reporting, your primary responsibility will be to perform valuation analyses on real estate and non-performing loan portfolios using various valuation methods. This role offers a hybrid work schedule, allowing three days in the office and two days from home. 

The Associate/Sr Associate, Financial Reporting will also be responsible for:

  • Conducting valuation analyses on real estate and non-performing loan portfolios using comparable transactions and discounted cash flow methods

  • Maintaining and monitoring asset portfolios, staying informed about macro-economic trends and asset developments that may impact investment values

  • Supporting auditors, investors, and independent valuation consultants by explaining valuation methodologies

  • Presenting and defending portfolio-holding values to the Valuation Committee and CFO on a quarterly and monthly basis

  • Assessing financial impact by Fund of holding value changes and reviewing asset profit and loss statements on a monthly basis


  • Bachelor's degree and a minimum of 4 years of valuation experience

  • Previous experience with a Big 4 firm is a plus

  • CFA designation or in the process of obtaining it

  • Proficiency in financial modeling, including cash flow projections, balance sheet analysis, discounted cash flow models, market comparables, and option models

  • Familiarity with reviewing operational bookings and monthly profit and loss statements is advantageous

  • Strong knowledge of relevant information technology tools such as Capital IQ and Bloomberg

  • Ability to manage multiple deadlines and deliver tasks in a clear and concise manner

Application 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.

#LI-DNP | #LI-Hybrid

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Job ID: 33839