Strategic Valuation & Portfolio Reporting - PE & Credit

Atlas Search; Greenwich (CT); Hybrid; USD 110,000 - 170,000; Full time

Job summary

Atlas Search is seeking a Valuation & Portfolio Reporting Senior Associate to join its lean Finance team in Greenwich, CT. The role centers on leading quarterly valuations across private equity and private credit, with direct impact on the firm's investment process and senior leadership discussions.

The ideal candidate will own major portions of the valuation process, collaborate across functions, and grow into managerial responsibilities as the team expands.

Qualifications

• Bachelor's degree in Finance or Accounting required.
• Experience in valuation of private equity or credit portfolios preferred.
• Strong financial modeling and Excel skills essential.

Responsibilities

• Facilitate quarterly valuation across PE and private credit portfolios.
• Prepare and review 25–30 PE portfolio company valuations quarterly.
• Perform valuation analyses (DCF, guideline comps, precedence) across equity and debt.
• Manage third‑party valuation providers supporting the portfolios.
• Collaborate with investment team to agree on valuations.
• Update public company comparables and market data used in analyses.
• Present valuations to the Valuation Committee.
• Work with a lean team of three, with significant ownership.
• Report to CFO with frequent interaction with senior leadership.
• Provide exposure across both PE and private credit valuations.
• Own credit valuation largely via external providers; PE largely internal.
• Opportunity to grow into managerial oversight over time and take on more products.

Skills

Valuation analysis

DCF modelling

Financial reporting

Portfolio valuations

Cross-functional collaboration

Attention to detail

Education

Bachelor's degree in Finance, Accounting, or equivalent

Tools

Excel

PowerPoint

Valuation software

Job description

Atlas Search is seeking a Valuation & Portfolio Reporting Senior Associate to join its lean Finance team in Greenwich, CT. The role centers on leading quarterly valuations across private equity and private credit, with direct impact on the firm's investment process and senior leadership discussions.

The ideal candidate will own major portions of the valuation process, collaborate across functions, and grow into managerial responsibilities as the team expands.