Senior Specialist - Valuations

S&P Global; Antioch (TN); On-site; USD 68,000 - 110,000; Full time

Benefits offered by this job

Annual incentive plan

Benefits package

Job summary

S&P Global is seeking a Senior Analyst in the Private Markets Valuation Services team to deliver ASC 820 valuations for venture capital and private equity clients across the US and APAC. The role involves leading engagements, onboarding new clients, and refining valuation models within a collaborative environment.

Candidates should have 3+ years of ASC 820 experience, strong private markets knowledge, advanced Excel skills, and excellent communication.

Qualifications

• 3+ years of relevant work experience, specifically involving ASC 820.
• Strong understanding of private markets valuation methodologies, including VC/PE portfolios.
• Advanced Microsoft Excel skills with strong analytical and problem-solving abilities.
• Excellent verbal and written communication skills with extreme attention to detail.
• Ability to work efficiently under strict deadlines in a collaborative team setting.

Responsibilities

• Perform portfolio valuations for VC/PE funds and business valuations of early-stage venture-backed companies with complex capital structures, adhering to all AICPA standards pertaining to Fair Value
• Lead client engagements, including gathering and reviewing underlying source data, project management, timelines and deliverables, and audit support
• Set up valuations for new clients as part of onboarding and lead training on the platform; assist the Implementation team with interpretation of financial and legal documents
• Work with Client Engagement and Support teams to respond to client requests and resolve inquiries
• Contribute to design and enhancement of the proprietary models and software platforms used to perform valuations

Skills

ASC 820

Private markets valuation

Excel

Communication

Deadline-driven

Education

Post-graduate degree in Accounting or Finance

CPA or CFA

Job description

The Team

Within the Private Markets division, the Valuation Services team is looking for a Senior Analyst to make an immediate impact on delivering valuation services and support to several Venture Capital/Private Equity clients spread across the US and APAC regions. The analyst will be working on ASC 820 valuations for fair value reporting within a close-knit team that values collaboration, problem-solving, and continuous learning.

About The Role

Grade Level (for internal use):

10

The Team

Within the Private Markets division, the Valuation Services team is looking for a Senior Analyst to make an immediate impact on delivering valuation services and support to several Venture Capital/Private Equity clients spread across the US and APAC regions. The analyst will be working on ASC 820 valuations for fair value reporting within a close-knit team that values collaboration, problem-solving, and continuous learning.

Responsibilities And Impact

• Perform portfolio valuations for VC/PE funds and business valuations of early-stage venture-backed companies with complex capital structures, adhering to all AICPA standards pertaining to Fair Value
• Lead client engagements, including the gathering and reviewing of underlying source data, project management, communication around timelines and deliverables, and audit support
• Set up valuations for new clients as part of the onboarding process and lead training sessions on how to use the platform; assist the Implementation team with interpretation of financial and legal documents used in onboarding
• Work with the Client Engagement and Support teams to respond to client requests and resolve inquiries
• Contribute to the design and enhancement of the proprietary models and software platforms used to perform valuations

Compensation/Benefits Information

S&P Global states that the anticipated base salary range for this position is $68,000 to $110,000. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for an annual incentive plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees.

What We’re Looking For

Basic Required Qualifications

• 3+ years of relevant work experience, specifically involving ASC 820
• Strong understanding of private markets valuation methodologies, including Black-Scholes OPM, with the ability to perform valuations for VC/PE portfolios and early-stage companies with complex capital structures
• Advanced Microsoft Excel skills combined with strong analytical and problem-solving abilities
• Excellent verbal and written communication skills with extreme attention to detail
• Ability to work efficiently under strict deadlines in a collaborative team setting

Additional Preferred Qualifications

• Post-graduate degree in Accounting or Finance
• CPA, CFA, or another relevant designation
• Familiarity with SaaS business models

Right To Work Requirements

This role is limited to persons with indefinite right to work in the United States.

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit www.spglobal.com/marketintelligence.

What’s In It For You?

Our Mission

Advancing Essential Intelligence.

Our People

We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values

Integrity, Discovery, Partnership

Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits

We take care of you, so you can take care of business. We care about our people. That's why we provide everything you—and your career—need to thrive at S&P Global.

Our Benefits Include

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off helps keep you energized for your time on.
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring And Opportunity At S&P Global

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.

If you need an accommodation during the application process due to a disability, please send an email to: [e-mail] and your request will be forwarded to the appropriate person.

US Candidates Only: Know Your Rights: Workplace discrimination is illegal

20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT202.1 - Middle Professional Tier I (EEO Job Group)

Location

Virtual, Alabama, United States