Valuation & P&L Control Specialist

Atlantic Group; Stamford (CT); On-site; USD 90,000 - 130,000; Full time

Job summary

Atlantic Group in Stamford, CT seeks a Pricing, P&L and Valuation Specialist to own end-to-end valuation processes across investment portfolios. You will review pricing and valuation of complex investments, challenge third-party prices, and escalate issues through governance with cross-functional partners.

The role requires applying technical judgment to pricing methodologies, collaborating with Portfolio Management, Finance, Operations, Risk, and external pricing vendors, and contributing to

Qualifications

• Pricing, P&L, and valuation control experience within asset management.
• 2-4 years in pricing roles within financial services.
• Experience with complex investments is highly desirable.

Responsibilities

• Own end-to-end pricing, P&L, and valuation control processes across investment portfolios.
• Review pricing and valuation of complex investments; challenge third-party prices and escalate issues through governance.
• Partner with Portfolio Management, Finance, Operations, Risk, and external pricing vendors to resolve valuation and P&L issues and strengthen controls.
• Support development and automation of valuation processes, data quality, reporting, and scalable control frameworks.
• Maintain documentation and controls; support audits, valuation committees, and ongoing reviews of pricing methodologies and third-party providers.

Skills

Pricing

P&L management

Valuation control

Financial analysis

Tools

SQL

Job description

Atlantic Group in Stamford, CT seeks a Pricing, P&L and Valuation Specialist to own end-to-end valuation processes across investment portfolios. You will review pricing and valuation of complex investments, challenge third-party prices, and escalate issues through governance with cross-functional partners.

The role requires applying technical judgment to pricing methodologies, collaborating with Portfolio Management, Finance, Operations, Risk, and external pricing vendors, and contributing to