Valuation & Portfolio Reporting Senior Associate

Atlas Search; Greenwich (CT); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Atlas Search is seeking a Valuation & Portfolio Reporting Senior Associate to join a lean, high-impact Finance team. This newly created role offers exposure to the firm's entire investment portfolio and to senior leadership, with potential for managerial growth as the team expands.

The ideal candidate is a hands-on, proactive professional who can own substantial portions of the valuation process and collaborate across investment, investor relations, legal, and finance teams.

Qualifications

• Hands-on valuation experience preferred.
• Ability to own portions of valuation processes.
• Willingness to take on managerial responsibilities as team grows.

Responsibilities

• Facilitate quarterly valuation for private equity and private credit portfolios.
• Prepare and review 25–30 private equity portfolio company valuations quarterly.
• Perform valuation analyses using DCF, guideline public company, and precedent transactions.
• Coordinate third-party valuation providers supporting credit and PE portfolios.
• Collaborate with investment team to evaluate and agree private equity valuations.
• Update public company comps, precedent transactions, and market data used in valuations.
• Present valuation analyses and conclusions to the Valuation Committee.
• Work in a lean team of three with significant individual exposure.

Job description

A leading, rapidly growing alternative asset manager is seeking a Valuation & Portfolio Reporting Senior Associate to join its lean, high-impact Finance team. The firm manages a large portfolio across private equity and private credit and is continuing to expand its investment strategies and product offerings.

This is a newly created role driven by continued growth and offers significant exposure across the firm's investment portfolio, valuation processes, and senior leadership. The position will report directly to the Chief Financial Officer and work closely with the investment, investor relations, legal, and finance teams.

The ideal candidate is a hands-on "doer" who enjoys working in a lean environment, can take ownership of significant portions of the valuation process, and has the potential to assume additional managerial responsibilities as the team grows.

Key Responsibilities

• Facilitate the quarterly valuation process across the firm's private equity and private credit portfolios.
• Prepare and review approximately 25-30 private equity portfolio company valuations on a quarterly basis.
• Perform valuation analyses utilizing DCF, guideline public company, and precedent transaction methodologies across equity and debt investments.
• Manage and coordinate third-party valuation providers supporting the credit and private equity portfolios.
• Work closely with the investment team to evaluate and agree upon private equity portfolio company valuations.
• Update public company comparable company metrics, precedent transactions, and other market data used in valuation analyses.
• Present valuation analyses and conclusions to the firm's Valuation Committee.
• Join a lean team of three, providing significant individual exposure and responsibility.
• Report directly to the CFO, with regular interaction with senior leadership across the organization.
• Work across both private equity and private credit, providing broad exposure to alternative asset valuation.
• The credit valuation process is largely supported by an external valuation provider, while the private equity valuation process is more internally driven, creating meaningful ownership and exposure across both areas.
• The firm's substantial credit portfolio creates a high-volume valuation environment with significant opportunity to develop expertise across a broad range of positions.
• This is a new position created due to growth, with a clear opportunity to take on increasing responsibility and managerial oversight over time.
• The firm is evaluating additional investment products and strategies, which could create opportunities to work on increasingly complex and interesting valuation assignments.

Location Note: 3 Days per Week in Office. Minimum of 2 Days in Greenwich, CT, with the remaining 1 day based in either the firm's Greenwich or NYC office.