Senior Associate - Portfolio Valuation

KPMG LLP; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

KPMG LLP seeks a Senior Associate in Portfolio Valuation to join our Valuations practice in New York. The role focuses on preparing valuations for illiquid equity and debt investments and collaborating with investment officers across hedge funds, PE, and VC.

You will build and update models using DCF, LBO, and comps, while performing rigorous financial and economic analysis. Applicants should have at least two years of relevant valuation experience, a finance-focused bachelor's degree, and

Qualifications

• Minimum two years of recent experience in valuation-related fields such as investment banking, private equity, hedge funds, or capital markets.
• Bachelor's degree from an accredited college/university in finance, accounting, economics, or business.
• Possess advanced finance, financial modeling, accounting, and analytical abilities.
• Strong work ethic with multitasking, presentation, problem solving and organizational skills.

Responsibilities

• Assist with the preparation of valuations for illiquid equity and/or debt investments.
• Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on valuation of debt and equity investments.
• Build new and update existing financial models, including DCF, LBO, trading and transaction comparables, and allocation models.
• Perform analysis on financial and economic data, subject companies, guideline companies, industries and markets, and other funds.

Skills

Valuation modeling

Financial analysis

Excel

Communication skills

Education

Bachelor's degree in finance, accounting, economics, or business

Tools

Bloomberg

Capital IQ

Microsoft Office Suite

Job description

KPMG is currently seeking a Senior Associate - Portfolio Valuation to join our Valuations practice.

Responsibilities:

• Assist with the preparation of valuations for illiquid equity and/or debt investments
• Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of debt and equity investments
• Build new and update existing financial models, including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparable, transaction comparable, and allocation models
• Perform analysis on financial and economic data, subject companies, guideline companies, industries and markets, and other types of funds as well as investment analysis
• Prepare valuation and other types of reports and presentations
• Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers
• Act with integrity, professionalism, and personal responsibility to uphold KPMG’s respectful and courteous work environment

Qualifications:

• Minimum two years of recent experience in one or more areas such as investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets
• Bachelor's degree from an accredited college/university in finance, accounting, economics, or business
• Possess advanced finance, financial modeling, accounting, and analytical abilities
• Strong work ethic; ability to multitask, presentation, problem solving and organizational skills with keen attention to detail
• Excellent written and verbal communication skills, solid research skills; ability to work well in a team environment and/or independently
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-2, H-1B1, F-1, J-1, OPG, CPT or any other employment-based visa)