Manager, Valuation

Growth Equity Interview Guide; Conshohocken (Montgomery County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Healthcare coverage

Tuition reimbursement

Paid time off

Support for new parents

Retirement contributions

Employee stock purchase plan

Job summary

Hamilton Lane is seeking a Valuation Manager to lead the valuation of direct equity and credit portfolios. You will work with senior professionals and participate in a dynamic private markets environment, engaging across industries and complex instruments.

The role emphasizes building financial models, conducting analyses, and reviewing valuation reports while mentoring junior staff to ensure timely delivery and high-quality work products.

Qualifications

• Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field.
• 4+ years of experience in portfolio company investment valuation.
• Experience as a valuation specialist at an accounting or asset management firm.
• Strong proficiency in Microsoft Excel and Word.
• Excellent analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Experience managing or mentoring junior team members.
• Authorization to work in the U.S. without visa sponsorship.

Responsibilities

• Conduct valuation analyses of illiquid investments across various industries.
• Build and modify financial models for estimating valuations.
• Perform research on securities and capital markets.
• Review financial statements and transaction documents.
• Prepare and review valuation reports for stakeholders.
• Mentor junior analysts in their valuation assignments.
• Manage multiple assignments and meet deadlines.
• Collaborate with team members to ensure timely completion of tasks.

Skills

Excel

Word

Analytical skills

Problem-solving

Independence

Team collaboration

Mentoring

Education

Finance/Accounting/Economics degree

Tools

Microsoft Excel

Microsoft Word

Job description

Hamilton Lane is looking for a Valuation Manager to join their team. In this role, you’ll be responsible for managing the valuation of their direct equity and credit portfolio. You’ll work closely with senior professionals and have the chance to grow your career in a dynamic environment. This position offers a great opportunity to engage with diverse industries and complex financial instruments.

What You’ll Do

• Conduct valuation analyses of illiquid investments across various industries.
• Build and modify financial models for estimating valuations.
• Perform research on securities and capital markets.
• Review financial statements and transaction documents.
• Prepare and review valuation reports for stakeholders.
• Mentor junior analysts in their valuation assignments.
• Manage multiple assignments and meet deadlines.
• Collaborate with team members to ensure timely completion of tasks.

What You Need

• Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field.
• 4+ years of experience in portfolio company investment valuation.
• Experience as a valuation specialist at an accounting or asset management firm.
• Strong proficiency in Microsoft Excel and Word.
• Excellent analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Experience managing or mentoring junior team members.
• Authorization to work in the U.S. without visa sponsorship.

What You’ll Love

• Access to healthcare coverage and mental health resources.
• Tuition and certification reimbursement programs.
• Paid time off to volunteer in your community.
• Support for new parents and growing families.
• Retirement program contributions and employee stock purchasing plan.

About the Firm

• Hamilton Lane is a global leader in private markets investment.
• They manage approximately $1.0 trillion in assets.
• They have a strong focus on integrity, collaboration, and professional growth.
• They employ around 800 professionals across various regions.