Valuation Associate

Our client is a global leader in alternative asset management specializing in private equity, credit, and real estate investments. With a focus on value-oriented and opportunistic investing, it has built a reputation for acquiring and transforming complex or undervalued assets. The Valuation Associate will support the analysis, monitoring, and reporting of portfolio company assets.

Responsibilities

Manage the analytics related to portfolio company performance including data collection, review, and reporting; Enhance and maintain processes for gathering consistent financial and operational metrics across portfolio companies; Monitor and analyze performance metrics at the asset, fund, and portfolio levels throughout the investment lifecycle; Develop and maintain analytical tools and dashboards to support customized internal and external reporting needs; Prepare materials for investor communications including marketing presentations, due diligence questionnaires, and other client-facing documents; Contribute to the design and implementation of system enhancements and process improvements across the team’s analytics infrastructure

Requirements

Bachelor’s degree required; 3-6 years of related experience within financial services; Strong understanding of private equity fund structures and investment lifecycle; Strong understanding of portfolio company performance and valuation; Advanced proficiency in Excel and visualization tools

Nice to have

Experience with iLEVEL preferred