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.



  • 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



  • 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:







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