Valuations Associate

Atlas Search; New York (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

Atlas Search in New York City seeks an Associate, Valuations to support independent fair value marks across private credit, structured products, and insurance-linked assets.

You will build models in Excel, use Bloomberg data, and prepare quarterly memoranda for senior management and auditors, with ASC 820 guidance.

The role is office-based five days a week; CFA candidate or CPA is a plus.

Qualifications

• 3 to 5 years of valuation, credit analysis, or related finance experience.
• Familiarity with ASC 820 and fair value accounting.
• Experience valuing illiquid or complex instruments is a plus.
• Strong Excel modeling skills; Bloomberg experience.
• CFA/CPA credentials are advantageous.

Responsibilities

• Perform ongoing fair value assessments across a portfolio of private credit and other investments.
• Build and maintain valuation models using DCF, comps, yield-based, and third-party pricing.
• Prepare quarterly valuation memoranda for management, auditors, and fund admins.
• Coordinate with external valuation specialists and challenge third-party marks.
• Support audit requests with valuation documentation.
• Monitor market data and benchmarks to inform valuation assumptions.
• Contribute to valuation policies, procedures, and controls per ASC 820.
• Collaborate with portfolio management, fund accounting, and IR on valuation reporting.
• Support ad hoc analyses for new structures and product launches.

Skills

Excel modeling

Financial analysis

Valuation skills

Communication

Team collaboration

Education

CFA candidate or charterholder

CPA

Tools

Bloomberg

Job description

Our client, a growing alternative investment firm specializing in structured credit, asset-based finance, and insurance-related strategies, is seeking an Associate, Valuations for its New York City office. This role supports the independent valuation function across private credit, structured products, insurance-linked investments, and whole loans. The associate will work closely with investment, finance, and risk teams to deliver accurate and defensible fair value marks. The platform is vertically integrated across investing, originating, structuring, and servicing, which gives this hire exposure to the full investment lifecycle.

Job Responsibilities

• Perform ongoing fair value assessments across a portfolio of private credit, structured credit, insurance-linked, and other alternative investments
• Build and maintain valuation models using discounted cash flow, comparable company, yield-based, and third-party pricing approaches
• Prepare quarterly valuation memoranda and supporting documentation for senior management, auditors, and fund administrators
• Coordinate with external valuation specialists and pricing vendors, reviewing and challenging third-party marks
• Support the audit process by responding to auditor inquiries and providing valuation documentation
• Monitor market data, credit spreads, interest rates, and benchmarks to inform valuation assumptions
• Help develop and refine valuation policies, procedures, and controls aligned with ASC 820 and related standards
• Collaborate with portfolio management, fund accounting, and investor relations on valuation inquiries and reporting
• Support ad hoc analysis and special projects tied to new investment structures and product launches

Job Requirements

• 3 to 5 years of experience in valuations, credit analysis, or a related finance role; Big 4 valuation advisory, investment banking, or alternative asset management background preferred
• Working knowledge of ASC 820 and fair value accounting standards
• Experience valuing illiquid or complex instruments such as loans, ABS, CLOs, or insurance-related assets is a plus
• Strong Excel financial modeling skills; experience with Bloomberg or other market data platforms
• Detail-oriented and well organized, with the ability to manage multiple deadlines
• Clear written and verbal communication and a collaborative working style
• CFA candidate or charterholder preferred; CPA a plus
• This position is based in New York City and requires five days per week in the office

The total compensation is up to $150k . Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.