Private Asset Valuation Expert

The Vanguard Group; Malvern (Chester County); Hybrid; USD 100.000 - 140.000; Vollzeit

Zusammenfassung

The Vanguard Group seeks a Private Asset Valuation Specialist to lead valuation analyses and model development for private asset investments. You will prepare governance materials, support audits, and collaborate with internal stakeholders to ensure accurate valuation outcomes.

You will help refine processes, controls, and reporting frameworks within Vanguard’s valuation framework and participate in team initiatives and projects.

Qualifikationen

• 3+ years of valuation consulting experience or 5+ years of relevant audit, valuation, transaction services, or analytical experience.
• Bachelor’s Degree in Finance, Economics, Accounting, or similar discipline.
• Strong understanding of valuation methodologies and financial modeling techniques.
• Proficiency in Excel and experience building and maintaining financial models.
• Familiarity with private equity or other illiquid asset valuations.
• Progress toward or completion of CFA, CPA, or similar designation is a plus.

Aufgaben

• Performs valuation reviews of private equity and other private asset investments, including development and review of financial models and supporting analyses.
• Provides feedback to external valuation providers
• Analyzes financial statements, investment documentation, and market data to support valuation assumptions and conclusions.
• Prepares valuation materials and presentations for internal committees, auditors, and other key stakeholders.
• Consults on and oversees the completion of valuation deliverables and outcomes. Serves as a key resource for operational processes, reporting, and data requests from internal stakeholders, service providers, and regulators.
• Partners with investment advisor, accounting, and finance teams to gather inputs and ensure consistency in valuation methodologies.
• Supports valuation governance processes, including documentation, controls, and audit requests. Manages and enhances key financial controls to ensure integrity in valuation results.
• Assists in onboarding new portfolio investments and ensures models, data, and documentation follow best practices.
• Communicates progress, risks, and solutions to senior stakeholders to drive alignment and decision-making.
• Contributes to the development and enhancement of valuation processes, tools, and reporting frameworks.
• Participates in team initiatives and special projects as needed.

Kenntnisse

Valuation modeling

Financial analysis

Excel proficiency

Private assets

CFA/CPA candidate

Ausbildung

Bachelor's degree in Finance/Economics/Accounting

Jobbeschreibung

The Vanguard Group seeks a Private Asset Valuation Specialist to lead valuation analyses and model development for private asset investments. You will prepare governance materials, support audits, and collaborate with internal stakeholders to ensure accurate valuation outcomes.

You will help refine processes, controls, and reporting frameworks within Vanguard’s valuation framework and participate in team initiatives and projects.