Senior Valuations Associate

A highly successful Private Equity firm located in the Back Bay is looking to hire a Senior, Valuations Associate to their growing team. This firm currently has over $12 billion assets under management, and is continuing to grow! As the Valuations Associate, you will lead and assist with the quarterly valuations process and portfolio metrics reporting for their private equity, technology and credit portfolios. The firm is looking for confident, creative professionals who will take initiative, has superior attention to detail and excellent organizational skills. If this sounds like you, keep reading!

Responsibilities: 

  • Maintain the quarterly portfolio-level data received from the portfolio companies and/or the deal teams within the firm
  • Act as the liaison between the portfolio companies’ finance teams and the firm’s investment operations team
  • Assist with valuation calculations and review of key inputs
  • Work closely with the internal Investment, Finance and IR teams on the quarterly valuation process for the portfolio
  • Assist with drafting quarterly deliverables to the firm’s limited partners including the individual portfolio company investment summaries and the portfolio metrics table
  • Act as the key power user of the complex portfolio monitoring software for the firm
  • Establish/maintain the integrity of the portfolio-level data to ensure accurate and consistent reporting

Qualifications:

  • BA/BS in Accounting or Finance
  • 3-4 years of relevant experience in financial services within a big 4 firm, service provider, or asset manager
  • Advanced knowledge of Excel and PowerPoint
  • Excellent attention to detail, and written/verbal communication skills
  • Understanding of financial data and private equity investments
  • Knowledge of iLevel platform is a plus

This opportunity is a full-time position that will offer a base salary of $95,000-100,000 plus a strong bonus, profit sharing and 100% benefits! If you are interested in this opportunity, please reach out to Kelly Hanlon directly at khanlon@daleyaa.com  

#LI-KH
 

 

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