Valuation Manager

Jobtailor; Conshohocken (Montgomery County); On-site; USD 110,000 - 170,000; Full time

Job summary

Jobtailor in the United States seeks an experienced valuation professional to lead quarterly, monthly, and daily valuations of portfolio company securities. You will build robust financial models and apply DCF, market multiples, and precedent transactions to inform investment conclusions.

The role requires 4+ years in valuation, strong Excel/Word skills, and the ability to mentor junior analysts while collaborating across teams to deliver accurate reports for stakeholders.

Qualifications

• Bachelor’s or Master’s degree in Finance, Accounting, Economics, or related field.
• 4+ years in a portfolio company investment valuation role.
• Experience as valuation specialist at accounting, valuation advisory, or independent asset management firm.
• Demonstrated experience valuing illiquid or hard-to-value investments.
• Exposure to a broad range of industries and security types.
• Strong proficiency in Microsoft Excel and Word.
• Excellent analytical, quantitative, and problem-solving skills.
• Superior written and verbal communication abilities.
• Ability to work effectively independently and as part of a team.
• Experience managing or mentoring junior team members.
• Authorization to work in the United States without visa sponsorship.
• CFA/ASA/ABV progress preferred.
• Advanced Excel and financial modeling with market data sources such as S&P Capital IQ preferred.

Responsibilities

• Execute and manage quarterly, monthly, and daily valuations of portfolio company securities.
• Conduct valuation analyses of illiquid investments across industries and geographies.
• Build, modify, and use financial models for enterprise, equity, and debt instrument valuations.
• Apply discounted cash flow, market multiples, precedent transactions, and equity value allocation models.
• Research securities, industries, competitors, and capital markets.
• Gather and analyze market data, comparable ratios, and credit spreads.
• Review financial statements, investment memoranda, and transaction documents.
• Prepare and review valuation reports and presentations for internal and external stakeholders.
• Mentor and assist junior analysts with valuation assignments and professional development.
• Support valuation conclusions and respond to auditor inquiries.
• Manage multiple assignments and prioritize tasks to meet deadlines.
• Collaborate across the firm to complete assignments accurately and on time.
• Complete ad-hoc projects as needed.

Skills

Valuation Analysis

Financial Modeling

Microsoft Excel Proficiency

Mentoring Junior Analysts

CFA/ASA/ABV Progress

Analytical Skills

Written Communication

Verbal Communication

Team Collaboration

Education

Bachelor’s or Master’s in Finance/Accounting/Economics

Tools

Microsoft Excel

Microsoft Word

S&P Capital IQ

Job description

• Execute and manage quarterly, monthly, and daily valuations of portfolio company securities
• Conduct valuation analyses of illiquid investments, including debt and equity securities, across industries and geographies
• Build, modify, and use financial models for enterprise, equity, and debt instrument valuations
• Apply discounted cash flow, market multiples, precedent transactions, and equity value allocation models
• Research securities, industries, competitors, and capital markets
• Gather and analyze market data, comparable ratios, and credit spreads
• Review financial statements, investment memoranda, and transaction documents
• Prepare and review valuation reports and presentations for internal and external stakeholders
• Mentor and assist junior analysts with valuation assignments and professional development
• Support valuation conclusions and respond to auditor inquiries
• Manage multiple assignments and prioritize tasks to meet deadlines
• Collaborate across the firm to complete assignments accurately and on time
• Complete ad-hoc projects as needed

Requirements

• Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field from an accredited institution
• 4+ years of experience in a portfolio company investment valuation role
• Experience as a valuation specialist at an accounting, valuation advisory, or independent asset management firm
• Demonstrated experience valuing illiquid or hard-to-value investments
• Exposure to a broad range of industries and security types
• Strong proficiency in Microsoft Excel and Word
• Excellent analytical, quantitative, and problem-solving skills
• Superior written and verbal communication abilities
• Ability to work effectively independently and as part of a team
• Experience managing or mentoring junior team members
• Authorization to work in the United States without current or future visa sponsorship
• Progress toward CFA/ASA/ABV designation or relevant professional certification preferred as a nice-to-have
• Advanced proficiency in Excel and financial modeling, including market data sources such as S&P Capital IQ preferred as a nice-to-have

Core Competencies

Demonstrates expertise in portfolio company investment valuation, including the ability to conduct complex financial analyses and build financial models. Proficient in mentoring junior analysts and collaborating across teams to deliver accurate valuation reports and presentations.

Highest-signal resume keywords

• Valuation Analysis
• Financial Modeling
• Microsoft Excel Proficiency
• Mentoring Junior Analysts
• CFA/ASA/ABV Progress

ATS Optimization Keywords

Hard Skills

• Valuation Analysis
• Financial Modeling
• Discounted Cash Flow
• Market Multiples
• Precedent Transactions
• Equity Value Allocation
• Quantitative Analysis
• Investment Valuation
• Illiquid Investments
• Financial Statement Review

Soft Skills

• Analytical Skills
• Problem-solving Skills
• Written Communication
• Verbal Communication
• Team Collaboration

Certifications & Qualifications

• CFA
• ASA
• ABV

Industry Keywords

• Portfolio Company
• Investment Valuation
• Debt Securities
• Equity Securities
• Capital Markets
• Market Data
• Comparable Ratios
• Credit Spreads
• Investment Memoranda
• Transaction Documents

Tools & Technologies

• Microsoft Excel
• Microsoft Word
• S&P Capital IQ