Private Equity Valuations & Analytics, AVP

Blackstone; Berkeley Heights (NJ); On-site; USD 135,000 - 200,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Life insurance

401(k) plan

Discretionary bonuses

Equity eligibility

Job summary

Blackstone seeks an AVP in Valuations & Analytics to support the Private Equity group. The core task is to prepare, evaluate, analyze, and summarize portfolio investment valuation results, with ad hoc analyses for monitoring and reporting.

The role involves mentoring analysts, developing valuation models, ensuring data quality, and presenting results to senior leaders and CPs. Growth toward more managerial responsibility is expected.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or similar.
• 6+ years of valuation experience in private equity or related roles.
• Knowledge of ASC 820 and common valuation approaches.
• Strong communication and stakeholder management.

Responsibilities

• Assist in day-to-day management of the team, deliverable tracking, and ad-hoc work.
• Lead valuation model development and reviews per policy and external guidance.
• Oversee data collection and onboarding for new portfolio investments.
• Manage audits and interim reviews with third-party valuation firms.
• Enhance valuation and reporting processes and technology use.
• Prepare materials and present valuation results to committees and LPs.
• Mentor analysts and associates; support planning deliverables with PE management.
• Collaborate with Portfolio Management Reporting and other teams.

Skills

Valuation modeling

MS Excel

MS PowerPoint

Stakeholder management

Communication skills

Team leadership

Financial analysis

Private equity

Education

Bachelor's degree in Finance/Economics/Accounting

Tools

MS Excel

MS PowerPoint

Job description

Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone’s over $1.3 trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries and hedge funds. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, X (Twitter), and Instagram.

Job Title: Valuations & Analytics, AVP

Job Description:

Blackstone’s Portfolio Management - Valuations and Analytics team is looking for an AVP to support the Private Equity group. The core focus of the group is to prepare, evaluate, analyze, and summarize portfolio investment valuation results. In addition to valuations, the team is called upon to handle a variety of ad hoc and recurring analyses related to portfolio monitoring and reporting.

• Assist in day-to-day management of the team including, but not limited to, deliverable tracking, model development, valuation model reviews, presentation to senior leaders, and completion of ad-hoc deliverables
• Lead the completion of valuation models in line with Blackstone’s valuation policy as well as requisite external guidance
• Drive the onboarding process for new portfolio investments and ensure proper data collection procedures are in place
• Manage the annual audit as well as interim reviews with third party valuation firms
• Lead enhancements and improvements to the group’s valuations and reporting processes, procedures, offshore resources, and use of technology
• Manage the creation and development of presentation materials to effectively communicate results within the Private Equity group and wider Blackstone
• Lead presentation of valuation results to various internal committees, external auditors, and limited partners
• Assist in the on-going training and development of analysts and associates
• Work closely with Private Equity Management Reporting to provide inputs as well as other portfolio investment information to aid in the completion of planning deliverables
• Maintain relationships with core constituencies including, deal professionals, Fund COO/CAO, Institutional Client Services, Operating Team, Accounting, Operations and Finance teams

This is designed to be a role involving mentorship with trajectory toward greater managerial responsibilities based on performance

Qualifications:

• Bachelor’s Degree in Finance, Economics, Accounting, or similar discipline (CFA and/or CPA a plus)
• 6+ years of experience in valuations, transaction services, a private equity fund, consulting, or other relevant analytical roles
• Experience working in a dynamic environment that requires execution of recurring deliverables as well as projects and initiatives in support of a rapidly growing business
• Thorough understanding of ASC 820 and corresponding valuation guidance. Familiarity with a wide range of valuation approaches (e.g. Income, Market, Yield Analysis, OPM, Contingent Claims, PWERM etc.)
• Strong interpersonal skills, high EQ, and experience managing relationships with internal and external stakeholders
• A self-motivated individual with strong work ethic and attention to detail
• Excellent oral and written communication skills. Confidence presenting to large groups of senior leaders (e.g. Firmwide Valuation Committee, Board of Directors)
• Proficiency in MS Excel and MS PowerPoint is required
• Experience managing a team a plus

The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.

Expected annual base salary range:

$135,000 - $200,000

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.

Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at Blackstone’s sole discretion.

Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.

If you need a reasonable accommodation to complete your application, please contact Human Resources at 212-583-5000 (US), [phone] (EMEA) or [phone] (APAC).

Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following:

• Attending client meetings where you are discussing Blackstone products and/or and client questions;
• Marketing Blackstone funds to new or existing clients;
• Supervising or training securities licensed employees;
• Structuring or creating Blackstone funds/products; and
• Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.

Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Please speak with your Blackstone Recruiting contact with any questions.