Accountabilities:
In this role, you will lead key valuation activities, strengthen reporting processes, and collaborate with stakeholders across the organization to support accurate and consistent investment assessments.
- - Coordinate quarterly valuation processes for private equity investments, partnering with investment professionals, external valuation providers, and internal stakeholders.
- - Review internal valuation models in detail to verify their integrity and ensure consistency with established policies and procedures.
- - Participate in quarterly private equity valuation reviews, including discussions with senior executives.
- - Prepare presentation materials for internal and external meetings.
- - Provide technical leadership and guidance on complex valuation topics.
- - Contribute to the development and refinement of valuation policies and procedures, recommending improvements aligned with industry best practices.
- - Calculate and analyze investment performance metrics, including Internal Rate of Return (IRR) and Multiple on Invested Capital (MOIC), as well as conduct ad hoc portfolio analyses.
- - Collaborate with Investor Relations on investor reporting and marketing materials related to valuations.
- - Support process improvement and technology initiatives designed to streamline valuation workflows and performance reporting.
- - Lead and support team development, coordination, and resource planning as needed.
Requirements:
The ideal candidate will bring extensive valuation experience, a strong understanding of private equity investment strategies, and the ability to lead complex processes while maintaining high standards of accuracy, confidentiality, and collaboration.
- - Bachelor's degree in Finance or Accounting, or a relevant graduate degree such as an MS or MBA in Finance or Accounting.
- - At least 8 years of valuation-related professional experience.
- - Strong knowledge of generally accepted valuation methodologies and a solid understanding of private equity funds and investment strategies.
- - CFA and/or CPA certification preferred but not required.
- - Previous management experience, including team leadership, employee development, and resource planning.
- - Excellent written and verbal communication skills, including the ability to prepare and deliver effective presentations.
- - Strong interpersonal skills and the ability to collaborate effectively with colleagues across teams and organizational levels.
- - High level of integrity and the ability to handle sensitive and proprietary information with discretion.
- - Excellent organizational skills, strong attention to detail, and a commitment to producing high-quality work.
- - Ability to manage competing priorities and deliver accurate results under tight deadlines in a fast-paced environment.
Benefits:
The compensation package includes a competitive base salary and may include additional financial incentives and employee benefits.
- - Annual base salary: $200,000–$225,000.
- - Annual cash bonus: May be included as part of total compensation.
- - Comprehensive benefits package: Available to employees, with specific details not provided in the job description.
- - Compensation flexibility: Final base pay may vary depending on professional experience, subject matter expertise, geographic location, and individual skills.