Valuation Associate (Private Credit)

Atlantic Group; Boston (MA); Hybrid; USD 110,000 - 125,000; Full time

Job summary

Atlantic Group is seeking a Valuation Associate (Private Credit) in Boston, MA. This role involves supporting portfolio valuation and financial analysis within a private credit investment environment.

The ideal candidate will have a Bachelor's in Accounting or Finance and 3-5 years of experience in transaction advisory or valuation. Proficiency in Microsoft Excel is required. This position offers a hybrid schedule and competitive compensation.

Qualifications

• 3–5 years of experience in transaction advisory, valuation services, audit, or alternative investment accounting is required.
• Knowledge of private credit, valuation methodologies, and financial reporting principles is preferred.
• Advanced proficiency with Microsoft Excel and financial modeling is required.

Responsibilities

• Prepare and review monthly, quarterly, and annual valuations for private credit investments.
• Assist with fund performance analysis and prepare management reporting packages.
• Maintain investment portfolio records and support tracking of portfolio activity.
• Partner with external auditors for valuation reviews and audit procedures.
• Provide valuation data and performance information for fundraising initiatives.

Skills

Analytical skills

Communication skills

Organizational skills

Microsoft Excel

Financial modeling

Education

Bachelor’s degree in Accounting, Finance, Economics, or related field

Tools

Investment reporting tools

Job description

Job Overview – Valuation Associate (Private Credit)

Compensation: $110,000 – $125,000/year + bonus

Location: Boston, MA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Valuation Associate (Private Credit) in Boston, MA for our client, supporting portfolio valuation, investment reporting, financial analysis, and fund performance reporting within a private credit investment environment. This opportunity will work closely with finance, investor relations, tax, and investment teams to maintain valuation models, analyze portfolio performance, and support quarterly reporting processes. The ideal candidate will bring public accounting, transaction advisory, valuation, or alternative investment experience along with strong analytical and financial reporting skills.

Responsibilities as the Valuation Associate (Private Credit)

• Portfolio Valuation: Prepare and review monthly, quarterly, and annual valuations for private credit investments across multiple funds and investment vehicles.
• Performance Reporting: Assist with fund performance analysis and prepare management reporting packages for senior leadership.
• Portfolio Monitoring: Maintain investment portfolio records and support ongoing tracking of portfolio activity, performance, and valuation assumptions.
• Audit Coordination: Partner with external auditors and internal stakeholders to support valuation reviews and year‑end audit procedures.
• Investor Reporting: Provide valuation data, portfolio metrics, and performance information to support fundraising initiatives and investor requests.

Qualifications for the Valuation Associate (Private Credit)

• Education: Bachelor’s degree in Accounting, Finance, Economics, or a related field is required.
• Experience: 3–5 years of experience in transaction advisory, valuation services, audit, financial due diligence, or alternative investment accounting is required.
• Industry Knowledge: Knowledge of private credit, alternative investments, valuation methodologies, and financial reporting principles is preferred, and CLO exposure is a plus.
• Technical Skills: Advanced proficiency with Microsoft Excel, financial modeling, and investment reporting tools is required.
• Skills & Attributes: Strong analytical, communication, and organizational skills with exceptional attention to detail and the ability to manage multiple priorities in a fast‑paced environment are required.