LT13355634 Portfolio Monitoring and Valuation, Associate

ROBERT HALF INTERNATIONAL PTE. LTD.; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading Private Equity firm in Singapore is seeking an Associate with at least 3 years of Private Equity experience, particularly in Valuation and Portfolio Monitoring. The role involves engaging with management teams, analyzing financial metrics, and coordinating quarterly valuation processes. Candidates from Advisory or Consulting backgrounds are encouraged to apply. This position offers a competitive opportunity in a dynamic environment.

Qualifications

• Minimally 3 years of experience in Private Equity, specifically in Valuation and Portfolio Monitoring.
• Candidates from Advisory or Consulting backgrounds are welcome to apply.

Responsibilities

• Engage with portfolio company management teams and review financial results.
• Analyze financial metrics and assess company performance.
• Coordinate the quarterly valuation process across the portfolio.
• Prepare valuation reports for fund accounting.

Skills

Private Equity experience

Valuation analysis

Portfolio monitoring

Quantitative analysis

Stakeholder management

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