Senior Associate, Private Equity & Credit Valuations

S&P Global; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

A leading financial services provider seeks a Senior Associate in Private Market Valuation to deliver valuation services to alternative investment clients. The role requires solid experience in financial modeling and the ability to manage client relationships. Applicants should be qualified accountants or CFA charterholders and possess strong analytical skills. This position is located in Toronto, Canada.

Benefits

Health & Wellness: health care coverage

Flexible downtime: generous time off

Continuous learning opportunities

Qualifications

• Qualified accountant or CFA charterholder (or in process of obtaining qualification).
• Experience of constructing and reviewing valuation models.
• Strong verbal and written communication skills.

Responsibilities

• Perform valuations on a wide range of illiquid investments.
• Present analyses and conclusions including written reports.
• Use AI tools to gather and clean financial, market data.

Skills

Solid experience in financial modeling

Strong analytical and problem-solving skills

Experience in managing client relationships

Ability to work in a fast-paced environment

Education

Qualified accountant or CFA charterholder

Tools

MS Excel

PowerPoint

Job description

About the Role

Grade Level (for internal use): 10

The Team: As a market leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in the post-trade valuation of alternative investments, specifically for debt and equity positions for which there are no "active market" quotations available.

Since inception in 2014, the department has been amongst the fastest-growing areas within S&P Global. Our analyst teams in London, Dallas, Singapore and Noida serve over 600 institutional investors and cover notable names in start-up, growth, mature and distressed spectra across the globe.

Responsibilities & Impact

Senior Associate, Private Market Valuation will deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure, hedge funds, banks, institutional investors and fund administrators, in connection with provision of post-trade valuations for their alternative investment positions.

Senior Associate will use valuation techniques and technology-enabled solutions to fulfil these client commitments. They will periodically liaise with valuation committees on adopted methodology, with auditors on regulatory requests and internal developers on new technology to streamline workload.

• Perform valuations on a wide range of illiquid investments across industries and geographies while using accepted and relevant approaches and theory
• Present analyses and conclusions including written reports, and handle valuation queries from clients
• Contribute to the design and enhancement of the financial models used to perform valuations
• Work with management to build and maintain client relationships
• Use AI tools to gather and clean financial, market, and operational data from various structured and unstructured sources (e.g., filings, news, databases), improving efficiency and accuracy in valuation inputs
• Incorporate machine learning to identify patterns in historical valuation data, improve forecast accuracy, and support scenario analysis for complex or illiquid investments
• Leverage Natural Language Processing to extract key insights from investment memos, pitch books, earnings calls, and regulatory filings to support valuation assumptions

Compensation/Benefits Information (US Applicants Only)

What We’re Looking For:

Basic Qualifications:

• Qualified accountant or CFA charterholder (or in process of obtaining qualification)
• Solid experience of constructing and reviewing valuation models and other financial models including: DCF, comparable company / bond, and other intangible asset models
• Experience of managing delivery of valuations and provision of responses to price challenges
• Knowledge of software packages including MS Excel, Word, and PowerPoint
• Good knowledge of several industry sectors, e.g. Biotechnology & Pharmaceuticals, Food & Drug Retailing, Healthcare Providers & Services, or Software & IT Services
• Experience of building and maintaining client relationships
• Experience in prioritizing tasks in order to deliver valuations
• Ability to coordinate with internal teams across a variety of functions
• Exceptional energy, drive and stamina
• Flexible and able to adapt to changing situations
• Strong influential skills
• Strong analytical and problem solving skills
• Strong verbal and written communication skills
• Strong team player

This role is limited to persons with indefinite right to work in the United States.

Flexible Working

We pride ourselves on our agility and diversity, and we welcome requests to work flexibly. For most roles, flexible hours and/or an element of remote working are usually possible. Please talk to us at interview about the type of arrangement that is best for you. We will always try to be adaptable wherever we can.

Return to Work

Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return-to-Work initiative, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit www.spglobal.com/marketintelligence.

What’s In It For You?

Our Purpose:

Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.

Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress.

Our People:

We’re more than 35,000 strong worldwide—so we’re able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.

From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

At S&P Global, we focus on Powering Global Markets. Throughout our history, the world’s leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include:

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off helps keep you energized for your time on.
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to [e-mail]. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/careers/Corp_0525-Recruitment-Fraud-Alert.pdf).

Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.

If you need an accommodation during the application process due to a disability, please send an email to: [e-mail] and your request will be forwarded to the appropriate person.

US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT202.1 - Middle Professional Tier I (EEO Job Group)

Job ID: 320644

Posted On: 2025-09-22

Location: Dallas, Texas, United States