Valuation Analyst: Private Equity & Portfolio Insights

Manulife John Hancock; Boston (MA); On-site; USD 85,000 - 125,000; Full time

Job summary

Manulife John Hancock is seeking a Valuation/Performance Reporting professional to track metrics, develop valuation models, and prepare investor reporting packages. You will work with accounting and auditors to ensure accurate quarterly and year-end financial documents for the funds.

The role requires experience in valuation techniques, strong Excel modeling, and knowledge of GAAP/IFRS. Collaboration with senior management and ability to meet deadlines is essential.

Qualifications

• Bachelor's degree (or international equivalent) required.
• Two+ years of experience in accounting or financial analysis.
• Experience with valuation techniques for debt and equity securities.
• Knowledge of private equity, private debt or fund management is a plus.
• Up-to-date with US GAAP and IFRS standards.

Responsibilities

• Gather and analyze valuation metrics and benchmarks for investment models.
• Develop valuation methodologies and data variables for reports.
• Update measurement models for changing inputs.
• Prepare documentation for valuations and management recommendations.
• Produce periodic portfolio performance reports for senior management.
• Collaborate with accounting and external auditors on financial documents.
• Create investor reporting packages and valuation summaries.

Skills

Communication

Excel modeling

Attention to detail

Independent work

Education

Bachelor's degree

Master's degree

CPA or CFA a plus

Tools

Microsoft Office

Job description

Manulife John Hancock is seeking a Valuation/Performance Reporting professional to track metrics, develop valuation models, and prepare investor reporting packages. You will work with accounting and auditors to ensure accurate quarterly and year-end financial documents for the funds.

The role requires experience in valuation techniques, strong Excel modeling, and knowledge of GAAP/IFRS. Collaboration with senior management and ability to meet deadlines is essential.