Senior Valuations Associate — Path to Manager (On-Site)

Unity Search Group; Houston (TX); On-site; USD 120,000 - 130,000; Full time

Job summary

Unity Search Group in Houston is seeking a Senior Valuations Associate to lead quarterly valuation work for portfolio company investments. The role offers a clear path toward Manager and eventual Director titles, with a chance to deepen valuation and finance skills on a major investment team.

The position is on-site in the Galleria area; requires CPA, a bachelor's in accounting or finance, 3+ years in public accounting or investment banking, and advanced Excel.

Qualifications

• Bachelor's degree in Accounting or Finance; MBA or CPA preferred.
• CPA required.
• 3+ years of experience in public accounting or investment banking.
• Experience with financial reporting and internal controls.
• Advanced Microsoft Excel skills.

Responsibilities

• Lead quarterly valuation of portfolio company investments.
• Assist with quarterly valuations and prepare valuation packages.
• Support on-site valuation work in Houston and contribute to team analysis.

Skills

Advanced Excel

Valuation/financial modeling

Public accounting or investment bank

Education

Bachelor's degree in Accounting or Finance

MBA or Master’s in Accounting (preferred)

CPA

Tools

Financial modeling

Job description

Unity Search Group in Houston is seeking a Senior Valuations Associate to lead quarterly valuation work for portfolio company investments. The role offers a clear path toward Manager and eventual Director titles, with a chance to deepen valuation and finance skills on a major investment team.

The position is on-site in the Galleria area; requires CPA, a bachelor's in accounting or finance, 3+ years in public accounting or investment banking, and advanced Excel.