Senior Valuation Manager (Alternative Investments)

Atlantic Group; Chicago (IL); Hybrid; USD 130,000 - 150,000; Full time

Job summary

A leading company is seeking a Senior Valuation Manager (Alternative Investments) in Chicago. The role involves overseeing the valuation processes for private market investments, leading audits, and training investment professionals. The ideal candidate will have extensive experience in financial reporting valuation and strong industry knowledge in private equity and alternative investments.

Qualifications

• 8+ years in financial reporting valuation at an independent valuation firm, accounting firm, or alternative investment firm.
• CFA, CPA, or CAIA preferred.
• Strong understanding of valuation methodologies and financial modeling.

Responsibilities

• Conduct quarterly valuations of illiquid securities across the capital structure.
• Lead valuation audits and third-party reviews.
• Prepare valuation materials and perform portfolio analyses.

Skills

Leadership

Communication

Problem-Solving

Education

Bachelor’s degree in Finance, Economics, or Accounting

Tools

Microsoft Excel

Power BI

Job description

Job Overview – Senior Valuation Manager (Alternative Investments):
Join our client’s investment team as a Senior Valuation Manager (Alternative Investments) in Chicago, IL (Hybrid), overseeing valuation processes for private market investments. This role is ideal for a finance professional with expertise in investment valuations, financial reporting, and alternative assets. You will lead valuation reviews, refine methodologies, and collaborate across teams to support accurate financial decision-making and compliance.

Compensation: $130,000 – $150,000/year + bonus
Location: Chicago, IL
Schedule: Monday to Friday (Hybrid)

Responsibilities as the Principal (Investment Valuation):

• Valuation Oversight: Conduct quarterly valuations of illiquid securities across the capital structure.
• Audit & Compliance: Lead valuation audits, third-party reviews, and regulatory inquiries.
• Portfolio Analysis & Reporting: Prepare valuation materials and perform portfolio analyses.
• Strategic Valuation Leadership: Serve as the firm’s expert on valuation methodologies and best practices.
• Training & Development: Guide and train investment professionals on valuation preparation.
• Technology & Data Management: Enhance iLevel reporting and ensure seamless data integration.

Qualifications for the Principal (Investment Valuation):

• Education: Bachelor’s degree in Finance, Economics, or Accounting required.
• Experience: 8+ years in financial reporting valuation at an independent valuation firm, accounting firm, or alternative investment firm.
• Certifications: CFA, CPA, or CAIA preferred.
• Industry Knowledge: Expertise in private equity and alternative investments, with a strong understanding of valuation methodologies and financial modeling.
• Technical Proficiency:Strong understanding of U.S. GAAP and technical accounting research related to valuation, with advanced proficiency in Microsoft Excel and preferred experience in Power BI.
• Skills & Attributes: Strong leadership, communication, and problem-solving skills, with the ability to build relationships, optimize processes, and manage large data volumes under strict deadlines.

Application Notice:Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria,Atlantic Groupwill keep your resume on file for future opportunities and may contact you for further discussion.