Valuations Lead, Private Credit & Syndicated Loans

Jefferies; New York (NY); On-site; USD 300,000 - 325,000; Full time

Job summary

Jefferies Finance seeks a Head of Valuations to lead valuation and pricing for its private credit platform from its New York offices. You will oversee monthly/quarterly valuations for direct lending and manage monthly pricing for broadly syndicated loans, partnering with internal teams, auditors, and third‑party valuation agents.

The role requires 8–12+ years in valuation, private credit, leveraged finance, and strong Excel/financial modeling skills.

Qualifications

• 8–12+ years of experience in valuation, private credit, leveraged finance, asset management, audit, or valuation advisory.
• Experience valuing private credit, direct lending, leveraged loans, distressed credit, or other illiquid debt instruments.
• Strong understanding of fair value principles, ASC 820, and Level 2 / Level 3 asset valuation.
• Knowledge of broadly syndicated loan pricing, pricing vendors, broker quotes, and secondary loan market dynamics.
• Strong credit judgment and ability to assess borrower performance, liquidity, leverage, covenant compliance, and capital structure.

Responsibilities

• Lead the valuation process for the direct lending business, including privately originated loans, illiquid credit positions, equities, warrants, and other Level 3 assets.
• Coordinate with both investment and portfolio teams on internal valuation models
• Review and challenge valuation assumptions from third party valuation agent, including credit performance, market spreads, comparable transactions, borrower financials, covenant status, and recovery assumptions.
• Oversee monthly pricing for broadly syndicated loans, including review of vendor prices, broker quotes, exceptions, stale prices, and pricing anomalies.
• Maintain and enhance valuation policies, methodologies, documentation standards, and governance procedures.
• Prepare and present valuation materials for internal valuation committees and senior management.
• Coordinate with finance, operations, fund accounting, risk, legal, compliance, auditors, administrators, and external valuation providers on monthly / quarterly reporting processes.
• Manage relationships with third-party valuation firms, pricing vendors, auditors, and other external stakeholders.
• Support audit, investor due diligence, regulatory, and internal control processes related to valuation.
• Identify opportunities to improve valuation infrastructure, workflow, automation, data quality, and reporting.
• Serve as the firm’s valuation subject matter expert for private credit and syndicated loan portfolios.

Skills

Valuation expertise

Private credit

Leveraged finance

Financial modeling

Auditing interaction

Excel skills

Tools

Excel

Job description

Jefferies Finance seeks a Head of Valuations to lead valuation and pricing for its private credit platform from its New York offices. You will oversee monthly/quarterly valuations for direct lending and manage monthly pricing for broadly syndicated loans, partnering with internal teams, auditors, and third‑party valuation agents.

The role requires 8–12+ years in valuation, private credit, leveraged finance, and strong Excel/financial modeling skills.