Valuation & Analytics Associate, Private Equity

Audaxgroup

Boston (MA)

On-site

USD 80,000 - 115,000

Full time

14 days+

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Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Job summary

Audax Group in Boston seeks an Associate to join the Portfolio Valuation & Analytics team, focusing on valuations across funds and strategies. You will update data in Chronograph, build valuation models, and prepare analytics for decision-making.

The role requires strong Excel and PowerPoint skills, 3–5 years in an analytical role, and experience with valuation and financial modeling. This position is based in Boston with 3 days/week in office.

Qualifications

BS or BA with a high GPA in Finance, Accounting, Economics or a related major.
3-5 years' experience in an analytical role including work with integrated financial statement models, valuation experience preferred.
Understanding of investments, LBO / M&A transactions and private company valuations.
Strong organizational skills with the ability to multitask.
Strong interpersonal and communication skills.
Experience with Chronograph, iLevel, Dynamo, PowerBI, Capital IQ and / or investment analytics software a plus.

Responsibilities

Prepare valuation models for quarterly update process and coordinate with investment team members to ensure deadlines are achieved and models function as intended.
Ensure all completed valuation models adhere to relevant accounting standards as well as internal policies and procedures.
Assist in creation and updating of quarterly Valuation Committee presentation materials including details on portfolio company metrics, fund performance analyses and benchmarking analyses.
Update and maintain quarterly valuation summaries as required by co-investors.
Work in conjunction with the portfolio support team to update presentation materials for internal portfolio reviews, including industry specific analyses.
Stay up-to-date with industry best practices, market trends and regulatory changes affecting investments.
Maintain and ensure integrity of all portfolio company and fund level metrics stored within Chronograph, Audax’s portfolio monitoring platform.
Understand functionality of Chronograph and provide support to other users within the firm.
Work directly with portfolio company management teams as well as investment team members to collect relevant company metrics and materials and review for correctness.
Co-ordinate with Business Development and Analytics team members to confirm consistency of data across different internal platforms and databases.
Execute operational improvements. Coordinate with portfolio support team, finance, and IT to refine centralized databases and business intelligence processes to improve quality and control of data for reporting and analysis.
Document work streams and offer recommendations on efficiency.