PE Valuations & Analytics Associate

Blackstone; Berkeley Heights (NJ); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Life insurance

401(k) plan

Discretionary bonuses

Job summary

Blackstone seeks an Associate for Portfolio Management - Valuations and Analytics to support the Private Equity group. You will prepare valuation models, update quarterly templates, and summarize results for leadership and auditors.

The role emphasizes rigorous financial analysis, data governance, and cross-functional collaboration with deal professionals, Asset Management, and Finance teams. A Bachelor's degree and 3+ years in valuations or related fields are required.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or similar discipline; CFA/CPA a plus.
• 3+ years of experience in valuations, transaction services, a private equity fund, consulting, or other relevant analytical roles.
• Experience in a dynamic environment with recurring deliverables and projects in a growing business.
• Thorough understanding of ASC 820 and valuation methodologies (Income, Market, Yield, OPM, etc.).
• Strong interpersonal skills and ability to interact with deal professionals, Asset Management, and portfolio company representatives.
• Motivated with strong work ethic and attention to detail.
• Excellent verbal and written communication skills.
• Proficiency in MS Excel and MS PowerPoint is required.

Responsibilities

• Prepare valuation models reviews and ad-hoc deliverables.
• Update valuation templates each quarter (DCF, PM, and other models).
• Apply valuation methodologies per Blackstone policy and external guidance.
• Drive onboarding for new portfolio investments and ensure data collection.
• Coordinate valuation reviews with third party valuation firms and auditors.
• Enhance valuations and reporting processes and leverage technology.
• Create and develop presentation materials for Internal Committees and external auditors.
• Present valuation results to internal committees, auditors, and limited partners.
• Collaborate with Private Equity Management Reporting to provide inputs for planning deliverables.
• Maintain relationships with deal professionals, Institutional Client Services, Portfolio Operations, Accounting, Operations, and Finance.

Skills

Valuations experience

Analytical thinking

Communication skills

MS Excel

Education

Bachelor's degree in Finance/Economics/Accounting

CFA/CPA a plus

Tools

MS Excel

MS PowerPoint

Job description

Blackstone seeks an Associate for Portfolio Management - Valuations and Analytics to support the Private Equity group. You will prepare valuation models, update quarterly templates, and summarize results for leadership and auditors.

The role emphasizes rigorous financial analysis, data governance, and cross-functional collaboration with deal professionals, Asset Management, and Finance teams. A Bachelor's degree and 3+ years in valuations or related fields are required.