Valuations Senior Associate

Boston, Massachusetts • $110,000-$150,000

About the Company:

Our client is a multi-billion dollar credit focused asset manager managing funds for institutions, high-net-worth individuals, and retail investors.

 

Responsibilities: 

  • Assist in the overall coordination of the monthly and quarterly valuation processes
  • Compile valuations and supporting information and prepare summary packages to be reviewed by senior management
  • Support the annual audit and interim reviews by tracking documentation and providing information requests
  • Work with relevant internal and external parties including third party service providers and auditors

 

Requirements:

  • Bachelor’s degree in accounting, finance, or related field
  • 3-5 years of experience working in financial services
  • Experience reviewing and building valuation models
  • Familiarity and experience with financial statements and financial metrics
  • Knowledge of capital markets/illiquid valuations
  • Experience working with debt instruments a plus
  • Strong Excel skills with VBA experience preferred

 

Salary Range: 

$110,000-$150,000

 

 

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