Valuation Associate
Greenwich, Connecticut • $125,000-$135,000
About the Company:
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
- Experience with iLEVEL preferred
- Advanced proficiency in Excel and visualization tools
Salary Range:
$125,000-$135,000
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