LT13355634 Portfolio Monitoring and Valuation, Associate

ROBERT HALF INTERNATIONAL PTE. LTD.; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading firm in Private Equity located in Singapore is seeking an Associate to enhance their Valuation and Portfolio Monitoring practices. The ideal candidate will have a minimum of 3 years of experience in the Private Equity space, showcasing expertise in financial metrics analysis and portfolio management. Responsibilities include engaging with portfolio company management, managing financial databases, and supporting quarterly valuations. Opportunities for candidates with an Advisory or Consulting background are available. Short-listed candidates will be contacted.

Qualifications

• Minimum 3 years of experience in Private Equity, Valuation, and Portfolio Monitoring.
• Background in Advisory or Consulting is welcomed.

Responsibilities

• Engage with portfolio company management teams to review financial results.
• Analyze financial metrics for insights into company performance.
• Manage centralized database for portfolio company financial data.
• Support quarterly valuation execution and liaise with third-party firms.

Skills

Private Equity experience

Valuation expertise

Portfolio Monitoring

Financial analysis

Collaboration with cross-functional teams

Job description

The Company

my client is one of the biggest player in the Private Equity industry. Due to a strong focus in Asia, they are looking for an Associate with experience in Valuation and Portfolio Monitoring experience.

The Role

Portfolio & Market Monitoring

• Engage with portfolio company management teams and investment professionals to obtain and review Board of Directors materials, Monthly Operating Reviews, and monthly and quarterly financial results.
• Analyze key financial and operating metrics, including growth and profitability, liquidity and cash flow, value creation drivers, and private equity return metrics; combine quantitative analysis with qualitative assessments of company performance and momentum.
• Collaborate with cross-functional teams to identify actionable insights from portfolio company data and elevate key findings to appropriate stakeholders.
• Manage and maintain a centralized database of portfolio company financial and operating information, including onboarding and integration of new portfolio companies.

Valuation

• Coordinate and support the quarterly valuation process across the portfolio, providing analytical and operational leverage to investment teams.
• Manage end-to-end quarterly valuation execution, including distribution, collection, and synthesis of valuation templates.

Valuation Process & Reporting

• Partner with third-party valuation firms to develop standardized valuation templates for new investments and pre-populate templates with relevant portfolio company data.
• Liaise with investment professionals to support valuation development, provide inputs and analyses, and respond to valuation-related inquiries.
• Review quarterly valuation materials prepared by investment teams; assess valuation methodologies and assumptions against best practices and perform qualitative reasonableness reviews.
• Compile valuation summaries and review materials for Valuation Committee meetings, firm leadership, and other internal stakeholders as needed.
• Prepare quarterly valuation reports for fund accounting to support the preparation of fund financial statements.
• Assist in maintaining detailed valuation workpapers and documentation supporting all quarterly valuations.
• Coordinate valuation reviews with third-party valuation firms and external auditors.
• Prepare investment summaries for inclusion in investor reporting materials.

Others

• Contribute to the ongoing enhancement of valuation and portfolio management best practices and processes.
• Proactively monitor business, industry, and macroeconomic developments to assess potential impacts on portfolio company performance and valuations.

Your Profile

Seeking for someone with minimally 3 years of Private Equity experience in Valuation and Portfolio Monitoring. Candidate from Advisory or Consulting are welcome to apply.

Apply Today

Please send your resume, in WORD format only and quote reference number LT13355634, by clicking the apply button. Please note that only short-listed candidates will be contacted.

Robert Half International Pte Ltd. Co. Registration no.: 200612189E | EA Licence no.: 07C5595 |Lucas Tan EA Registration no.: R1330519