Analyst/Associate, Valuation Specialist

Landing Point; New York (NY); On-site; USD 110,000 - 125,000; Full time

Job summary

Landing Point seeks an Analyst/Associate, Valuation Specialist to oversee investment valuations across its Senior Lending and Private Equity businesses. Responsibilities include assisting in quarterly and monthly valuation procedures, liaising with third-party firms, and supporting stress testing and analyses.

The role requires 2-4 years of private valuation experience and a strong academic record, with a CFA designation or candidacy considered a plus.

Qualifications

• 2-4 years of private valuation experience.
• Experience with modeling and valuation techniques for mark-to-market private debt and equity investments.
• CFA designation or candidacy is a plus.

Responsibilities

• Assist in quarter-end full valuation procedures through approval by the Valuation Committee and independent boards.
• Assist in month-end bringdown valuation procedures, including third-party positive assurance for applicable funds.
• Assist in daily valuation procedures for applicable funds.
• Assist in structured finance valuation procedures for applicable products.
• Assist in the creation and maintenance of internal debt and equity valuation models.
• Assist with preparation and presentation of valuation packages, highlighting results, drivers, and themes.
• Serve as primary coverage on a portion of the portfolio, analyzing complex investments and challenging assumptions.

Skills

Valuation experience

CFA candidacy

Education

Bachelor's degree in related field

Job description

Company Overview:

A leading investment firm is seeking an Analyst/Associate, Valuation Specialist to oversee investment valuations across its Senior Lending and Private Equity businesses.

A leading investment firm is seeking an Analyst/Associate, Valuation Specialist to oversee investment valuations across its Senior Lending and Private Equity businesses.

Job Responsibilities:

• Assist in quarter-end full valuation procedures through approval by the Valuation Committee and independent BDC Boards of Directors
• Assist in month-end bringdown valuation procedures, including third-party positive assurance for applicable funds
• Assist in daily valuation procedures for applicable funds
• Assist in structured finance valuation procedures for applicable products
• Assist in the creation and maintenance of internal debt and equity valuation models
• Assist with preparation and presentation of valuation packages, highlighting results, drivers, and themes
• Serve as primary coverage on a portion of the portfolio, analyzing complex investments and challenging assumptions
• Liaise with third-party valuation firms, address due diligence questions, and coordinate internal review of their models
• Evaluate market drivers and fundamental drivers of portfolio companies
• Evaluate quotes/trades on liquid loans and liquidity sleeves
• Evaluate situations where Senior Lending and Private Equity are investing in different parts of the capital structure in the same company
• Address investor, auditor, reporting, and parent company requests
• Conduct stress testing and ad hoc analyses
• Interface with various stakeholders, including Underwriting, Capital Markets, Finance, Risk Management, Operations, Investor Relations, Senior Management, Boards of Directors, Auditors, Investors, Fund Admins, and Valuation Vendors

Qualifications:

• 2-4 years of private valuation experience
• Bachelor’s degree in a related field with an excellent academic record
• Experience with modeling and valuation techniques used to mark-to-market private debt and equity investments
• CFA designation or candidacy is a plus

Compensation:

Salary: $110,000 – $125,000, Plus Bonus