Portfolio Valuation Analyst-Alternative Investments

Capital Group; New York (NY); On-site; USD 113,000 - 182,000; Full time

Job summary

A leading company in alternative investments is seeking a Portfolio Valuation Analyst to support the daily valuation process. The ideal candidate will perform valuation analysis, develop financial models, and review methodologies while presenting insights to senior leaders. The role requires strong analytical skills and a solid understanding of financial markets.

Benefits

Competitive base salary

Performance bonuses

Profit sharing

Retirement plan with 15% company contribution

Qualifications

• At least 3 years of experience in financial modeling for alternative assets.
• Ability to work independently and manage ambiguity.
• Strong understanding of legal and regulatory frameworks for alternative investments.

Responsibilities

• Perform valuation analysis and develop financial models.
• Review methodologies in compliance with global standards.
• Analyze valuation and liquidity data for presentation to leaders.

Skills

Analytical skills

Effective communication

Understanding of financial markets

Education

CPA or CFA Level 1 (preferred)

Job description

Portfolio Valuation Analyst - Alternative Investments

Apply now to join our team supporting the daily valuation process of alternative assets. Responsibilities include performing valuation analysis, developing financial models (e.g., discounted cash flow, market approach), and reviewing methodologies in compliance with global standards. You will analyze valuation and liquidity data, presenting insights to senior leaders and committees.

**Qualifications:**

• At least 3 years of experience in constructing and reviewing financial models for private equity, private credit, and other alternative assets.
• Strong understanding of financial markets, analytical skills, and ability to interpret financial statements and market news.
• Knowledge of legal and regulatory frameworks for alternative investments, including accounting standards.
• Effective communication skills for diverse audiences, including senior management and oversight committees.
• Ability to work independently and in teams, managing ambiguity with sound judgment.
• Ability to meet deadlines under pressure.
• CPA or CFA Level 1 preferred but not required.

**Salary Range:**

• New York: $113,270 - $181,232
• Orange County: $98,869 - $158,190
• Hampton Roads: $83,376 - $133,402

**Benefits:**

Competitive base salary, performance bonuses, profit sharing, and a retirement plan with 15% company contribution. Additional information about compensation and benefits can be found here.

We are an equal opportunity employer committed to diversity and inclusion. Capital Group is dedicated to improving people's lives through successful investing, guided by our core values of integrity, client focus, long-term perspective, diversity, and community.