Valuations Associate - Private Credit and Structured Assets

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

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.