Valuation Specialist

Our client is a global credit investment manager with over $40 billion in AUM investing across public and private strategies, including a direct lending platform that provides customized financing solutions to middle-market companies across industries.

Responsibilities

Review fair value memos and models for hard-to-value investments such as private bank loans, real estate backed loans, and private equity; Coordinate valuation reviews with third-party valuation firms, deal teams, and auditors; Prepare and review the valuation results that are presented to the valuation committee; Prepare and review valuation reporting utilized by management, the board of directors, investors, and deal teams; Support quarter-end and year-end valuation processes; Assist in the implementation and enhancement of valuation policies, procedures, and internal controls; Monitor market trends and industry developments to inform valuation assumptions and methodologies; Various special projects as needed

Requirements

Bachelor’s degree required; 5-8 years of valuations experience within public accounting or asset management; Familiarity with Bloomberg; Experience with fair market valuation models

Nice to have

Alteryx; PowerBI; Tableau