Valuations Associate
Darien, Connecticut • $100,000-$120,000
About the Company:
Our client is a middle-market private equity, private real estate, and private credit investment specialist with $40 billion in AUM.
Responsibilities:
- Assist with the preparation of quarterly valuations for the direct investment teams
- Assist with updating portfolio company valuations
- Assist with preparation of quarterly valuation report to send to valuation committee including comparison of key valuation metrics to prior quarter valuations
- Assist with portfolio company monitoring
- Maintain schedule of key portfolio company metrics
- Assist with preparation of the quarterly and annual letters
Requirements:
- Bachelor’s degree in finance or accounting
- 2-3 years of relevant experience
- Understanding of financial statements, accounting concepts, financial modeling, and Level 3 valuations
- Strong analytical skills
- Advanced knowledge of Excel
Salary Range:
$100,000-$120,000
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