JOB ALERT

Sr. Associate – Portfolio Valuation (Boston, MA / Hybrid)

February 13, 2025 by

Responsibilities:

  • Manage and work with analysts and associates to conduct relevant research to support valuations, including analyses of subject company valuation drivers, research on private equity and private credit cost of capital, research and analysis of relevant industries and end markets, and comparable analyses
  • Supervise less experienced team members, reviewing work, and over time taking on more direct client interaction.
  • Gather and document pertinent data obtained through client interaction
  • Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction and option valuations
  • Work with management to build and maintain client relationships
  • Start to identify and communicate potential engagement to management
  • Manage and assist analysts and associates with valuation analyses and judgments to conclude fair value of relevant businesses and securities
  • Prepare and review reports, and communicate results to clients

Qualifications:

  • 4-7 years’ of constructing and reviewing valuation models and other financial models
  • Bachelor’s or Master’s degree in Finance, Accounting, or Economics
  • High level of technical proficiency on the valuation side (equity including Option Pricing Model (OPM) allocations and ideally credit valuations)
  • FA/ASA designation preferred. CAIA designation or progress towards is a plus
  • Proven technical, analytical and problem solving skills
  • Strong oral and written communication skills and
  • Superior analytical capabilities are essential
  • Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting
  • Strong work ethic and ability to work flexible hours around critical client due dates
  • Current authorization to work in the United States

Location: Boston, MA / Hybrid

Salary: $80K-$150K range Plus Quarterly & Year End Bonus

 

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Filed Under: Accounting, Featured Jobs, Job Alerts, Valuation Tagged With: , , , , , , , , , ,

Sr. Associate – Alternative Investment Valuations (NYC / Los Angeles)

April 11, 2021 by

Responsibilities:

  • Assist in the preparation of valuations mainly consisting of a alternative investment activities.
  • Build new and maintain existing financial models including but not limited to discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models
  • Analysis on financial and economic data.
  • Preparation of of reports and presentations

Qualifications:

  • Bachelors Degree in Finance or similar.
  • 3+ years of experience in investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets.
  • Excellent written and verbal communication skills.

 

Location: NYC / Los Angeles

Salary: Competitive Base * Plus Bonus Package

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, California, Job Alerts, New York, Valuation Tagged With: , , , , ,

Senior Investment Manager – Stamford, CT

April 23, 2018 by

Our Client, a Fortune 500 firm is looking for a Senior Manager for their Alternative Investments practice. Ideal candidate will have public accounting experience preferably at a Big 4.

Position will specialize in Alternative Investments services.

SKILLS & REQUIREMENTS:
Bachelor’s degree in accounting, finance, economics or business administration; CPA required
8+ years tax experience as well as investments and mutual funds
Excellent communication skills both verbal and written
Must be able to build and manage client relationships at a senior level with internal and external clients.

Location: Stamford, CT
Salary: Competitive Base Salary + Bonus

 

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Filed Under: Accounting, Connecticut, Job Alerts, Valuation Tagged With: , , , , , ,

Senior Associate – Valuation & Portfolio Analysis (NYC)

October 14, 2015 by

Our client is a top asset management firm with offices around the world. Our Client provides a broad range of investment and advisory services.

The valuation and portfolio analysis team manages the quarterly private equity valuation process, prepares portfolio performance analysis, supports business development and marketing initiatives, and is involved in various strategic initiatives including (but not limited to) financial forecasting.  The team is based in Our client’s New York office and is supported by an offshore team.  The assistant vice president will report directly to the valuation and portfolio analysis team leader.

Responsibilities:

Analyze data and materials related to fund and co-investment portfolios across 300+ legal entities;

Prepare and analyze various investment track records for business development, marketing, client-specific requests, and management;

Prepare and analyze revenue, carried interest, and expense forecasting;

Review quarterly co-investment valuation information;

Analyze fund investment valuations provided by managers and prepare summary information;

Maintain fund and co-investment watch lists summarizing underperforming and challenged investments;

Generate portfolio construction models/analyses and cash flow models;

Perform complex data management and analysis including investment portfolio analytics and investment modeling;

Manage multiple projects/requests simultaneously, ensuring that deadlines are met; and

Perform various ad-hoc and special projects as assigned.

Requirements:

5+ years of relevant experience, including an understanding of valuation approaches and methods;

Bachelor’s degree in Accounting, Finance or Economics;

Master’s degree in Business, Finance or Economics preferred;

Professional certifications preferred: CFA or CPA;

Exceptional MS Excel skills with the ability to build macros;

Demonstrated aptitude in quantitative and qualitative analysis;

Ability to develop financial models including building models from scratch;

Alternative Investment sector experience;

In-depth understanding of investment performance, assets under management, asset allocation and risk exposure strongly preferred;

Experience working with offshore teams preferred;

Strong analytical, communication, organizational, and interpersonal skills;

Excellent project management skills, including the ability to manage multiple projects simultaneously, often under tight deadlines; and

High energy level with strong work ethic and flexibility to work long hours at times to accommodate special client needs.

Location: New York, NY

Salary: $100,000 – 110,000 Plus Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Job Alerts, New York, Valuation Tagged With: , , , , , , , , , , , ,
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