AI-Driven Portfolio Valuation & Analytics Associate

Origin Staffing

Massachusetts

On-site

USD 90,000 - 150,000

Full time

48 hours ago

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Job summary

Origin Staffing is seeking an Investment Valuation Associate to join a global private investment firm’s portfolio finance team. The role blends valuation, portfolio analytics, data, and technology, with ownership of quarterly valuations, portfolio reporting, investor and regulatory deliverables.

Ideal candidates will help build data infrastructure, automate Excel workflows, and create dashboards or lightweight applications using platforms like ChatGPT, Claude, Anaplan, Chronograph, or similar

Qualifications

1+ years of relevant experience within private equity, investment banking, public accounting, a hedge fund, alternative asset management, or another analytically rigorous financial environment.
Strong financial analysis, accounting, valuation, or investment fundamentals.
Advanced Excel skills, including financial modeling, complex formulas, pivot tables, scenario analysis, dashboards, and spreadsheet auditing.
Understanding of private company valuation and private equity economics; exposure to cap tables, preferred equity, liquidation preferences, waterfalls, or similar investment structures is highly valuable.
Bachelor’s degree in finance, accounting, economics, business, or another quantitative discipline.

Responsibilities

Own key components of the quarterly portfolio valuation process, including valuation calculations, financial analysis, coordination with investment professionals, and preparation of materials for senior review and investment committees.
Track operating and financial performance across portfolio companies and maintain the data used to evaluate trends, performance, and investment outcomes.
Prepare recurring portfolio reporting for internal leadership, investors, regulatory requirements, fundraising activity, and other external stakeholders.
Build and review sophisticated Excel models involving private company valuations, scenario analysis, cap tables, equity waterfalls, dilution, liquidation preferences, and value allocation.
Maintain and improve portfolio databases, dashboards, reporting tools, and processes used across the finance organization.
Identify manual or inefficient workflows and build practical tools that improve data quality, automate repetitive work, and make information easier to analyze.
Work closely with Investment, Finance, Compliance, Operations, Investor Relations, and other teams on recurring reporting and strategic projects.