Valuations Analyst

Unity Search Group; Houston (TX); On-site; USD 85,000 - 90,000; Full time

Job summary

Unity Search Group in Houston seeks a Valuations Associate A to lead quarterly valuations of the firm’s portfolio investments and to support SEC reporting, management reporting, and investor presentations.

The role includes a structured 24‑month rotation designed to broaden experience beyond accounting, with opportunities to move into a finance-focused role and collaborate with the deal team. Base salary is $85–$90K with bonus and incentives.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• CPA required, 1.5–3 years Big 4 experience with diverse client base.
• Significant exposure to general accounting, valuations, and financial modeling.
• Advanced Microsoft Excel skills.

Responsibilities

• Lead quarterly valuations of the firm’s portfolio company investments.
• Support SEC reporting and management reporting.
• Prepare investor presentations and present insights to senior leadership.
• Contribute to the rotation program by broadening experience beyond accounting.

Skills

Advanced Microsoft Excel

Valuations/financial modeling

Education

Bachelor's degree in Accounting or Finance

Master's in Accounting or MBA

Job description

Valuations Associate A publicly traded principal investment firm based in Houston is growing its valuations team.

The Valuations Analyst will play a lead role in the quarterly valuation of the firm’s portfolio company investments.

The position also supports SEC reporting, management reporting, and investor presentations, providing meaningful exposure to senior leadership and the firm’s investment activity.

What makes this opportunity especially distinctive is its long-term career path.

The role is part of a structured 24-month rotational program designed to broaden the individual’s experience beyond accounting, with opportunities to transition into a finance-focused position and work directly with the deal team.

Attributes Required:

• Bachelor’s degree in Accounting or Finance required (Master’s in Accounting or MBA is a plus)
• CPA required 1.5 – 3 years Big 4 experience with diverse client base.
• Significant exposure to general accounting is required (valuations/financial modeling)
• Advanced Microsoft Excel skills

This role is on-site in the Galleria area and offers excellent career growth for someone interested in working on the investment side.

Our client offers a base salary of $85-90K with bonus and incentives.