Associate, Valuations and Investment Modeling

Vantage Oleochemicals, Inc; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Vantage Oleochemicals, Inc in Dallas, Texas, seeks an Associate to provide valuation support for the BREDS Finance and Reporting Team. The role involves calculating mark-to-market estimates, preparing analytics, and collaborating with cross-functional teams.

The ideal candidate will have an undergraduate degree in finance, strong Excel skills, and 3-5 years of relevant experience in valuation or project management. The position contributes strategically to the firm's financial reporting and analysis processes.

Qualifications

• 3-5 years of experience in valuation, forecasting, or project management.
• Strong Excel skills and analytical problem-solving capabilities.
• Experience in financial services or real estate industries is preferred.

Responsibilities

• Support monthly and quarterly valuation processes and materials.
• Calculate mark-to-market estimates and projected fund returns.
• Assist in maintaining investment-level return expectation models.
• Prepare periodic analytics and scenario analysis for strategic insight.
• Facilitate preparation of Valuation Committee materials for review.
• Collaborate with cross-functional teams on valuations and financial processes.

Skills

Valuation support

Forecasting

Project management

Excel

Analytical skills

Interpersonal communication

Education

Undergraduate degree in Business Administration, Finance or Accounting

Job description

Brio Real Estate is a Blackstone Real Estate portfolio company focused on real estate credit. Brio supports Blackstone’s Real Estate Debt Strategies (“BREDS”) investments across the globe. The company provides support across key functions, including corporate, transaction, and management services. The critical infrastructure and capabilities Brio provides for BREDS allows for effective support in the management of its global portfolio.

Role Purpose

The Associate will provide valuation support and related process coordination oversight to the BREDS Finance and Reporting Team, which provides financial planning, reporting, and analysis on behalf of the BREDS investment vehicles.

What You Will Do

• Support the monthly and quarterly valuation process and materials.
• Calculate mark‑to‑market estimates and projected fund returns pursuant to firm policies for real estate debt and other credit instruments.
• Assist in the maintenance of models supporting investment‑level return expectations to facilitate long‑term financial projections for investors, senior management deliverables, and Blackstone Corporate reporting.
• Aid in the preparation of periodic analytics and scenario analysis (e.g., impacts of loan maturities and capital markets activity) to add strategic insight into business performance and future results.
• Facilitate the preparation of monthly and quarterly Valuation Committee materials for Blackstone’s review cycles.
• Partner with cross‑functional teams (operations, asset management, portfolio management, compliance, legal, IT) in executing on valuations and financial projections processes.

What You Should Have

• Undergraduate degree in Business Administration, Finance or Accounting.
• 3‑5 years of experience.
• Experience with valuation, forecasting, or project management required.
• Strong Excel skills required; experience with valuation or forecasting required.
• Excellent interpersonal and communication skills, both written and verbal, as well as analytical and problem‑solving skills.
• Experience in the financial services and/or real estate industries is preferred.

EEO Statement

Brio Real Estate is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email [e-mail].