Valuation Analyst/ Professional

Partners Group; Baar; On-site; CHF 110,000 - 150,000; Full time

Benefits offered by this job

Lunch allowance

Global exposure

Gym access

Team events

PG Academy learning platform

Sabbatical program

Job summary

Partners Group in Switzerland seeks a Valuation Analyst/Professional to join the Investment Valuation team, supporting monitoring and valuation across private equity and private real estate investments.

You will lead and support data optimization in iLevel, assist with Direct Valuation Control, and prepare valuation packages for the Valuation Committee.

The role requires a university degree in Accounting/Finance, 3–5 years in finance, strong analytics, and excellent English communication.

Qualifications

• University degree in Accounting and/or Finance.
• 3–5 years in finance with valuation/controlling or audit.
• Understanding private markets valuations; ability to challenge accuracy.
• Experience with iLevel for financial monitoring is a plus.
• Strong analytical, organizational and project management skills.
• Excellent written and spoken English.

Responsibilities

• Lead and support financial monitoring initiatives in iLevel.
• Support Direct Valuation Control for monthly/quarterly processes.
• Prepare valuation reports, memos and deliverables.
• Coordinate Valuation Committee meetings with analytics.
• Collaborate with internal and external stakeholders on valuation.
• Develop and improve monitoring, valuation, and reporting tools.

Skills

Financial analysis

Valuation concepts

MS Excel

iLevel

SQL queries

Qliksense

English communication

Project management

Education

University degree in Accounting or Finance

Tools

iLevel

Qliksense

SQL

MS Excel

Job description

What It's About

As a Valuation Analyst/ Professional, you will be part of the Investment Valuation team which is responsible for the investment monitoring and valuation process across our private equity and private real estate investments.

You Will Be Responsible For

• Leading and supporting financial monitoring initiatives (in iLevel), focusing on data optimization, quality enhancement, and timely resolution of platform-related inquiries
• Supporting the Direct Valuation Control process which involves task planning, coordination and quality control of key deliverables to support our daily, monthly and quarterly valuation processes for our direct investment platform, with a focus on real estate asset classes
• Preparing valuation reports, memos and deliverables for various internal and external stakeholders
• Coordinating and supporting the Valuation Committee meetings by providing valuation packages, related analytics, and information to facilitate their review and discussions
• Collaborating with stakeholders within Partners Group as well as with external parties (service providers, auditors etc.) on valuation-related matters
• Contributing to the development and improvement of existing monitoring, valuation, reporting tools and processes

What We Expect

• University degree, preferably in Accounting and/or Finance
• Ideally 3-5 years of relevant experience in the financial industry (in a controlling, audit or valuation function) with a good understanding on the different types of financial instruments and valuation concepts.
• Experience in understanding private markets valuations and ability to challenge accuracy of valuations prepared is a plus
• Previous experience using iLevel for financial monitoring purposes is a plus
• Strong analytical, organizational and project management skills
• Proficient in MS Office and specifically MS Excel. Knowledge of SQL queries, programming languages or business analytics software such Qliksense is desirable
• Ability to work with tight deadlines in a fast-paced environment and multi-cultural environment to achieve clear goals within a short timeframe
• Excellent written and verbal English communication skills, with good interpersonal skills

What We Offer

Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to grow:

• Competitive compensation with performance-based bonuses under competitive compensation along with daily lunch allowance
• Global professional environment with international exposure, collaborative culture, and opportunities to learn the business from industry leaders and seasoned professionals
• Premium facilities including state-of-the-art building, diverse on-site dining options, and complimentary gym access with fitness classes
• Community engagement through office events, team activities, and volunteer opportunities to connect with local communities
• Comprehensive career development through challenging opportunities, hands-on training, dedicated mentorship programs, and our PG Academy learning platform for continuous growth
• Sabbatical program: one month off after every five years of service to recharge and explore

www.partnersgroup.com