Valuations Professional, Private Equity

Atlantic Group; New York (NY); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Fully Paid Healthcare

Job summary

Atlantic Group's client, a 35bn+ Real Assets focused PE firm, seeks a Valuations Lead to oversee quarterly valuation processes, coordinate with third-party providers, and present fair values to the Valuation Committee.

The role collaborates with Business Development, Investor Relations, Operations, and Underwriting for tasks such as fundraising and SEC filings, while driving data and reporting improvements using Chronograph, Anaplan, Workiva (Wdesk) and PowerBI for enhanced financial

Qualifications

• 6-10+ years of valuation experience within an investment management firm or third-party valuations firm.

Responsibilities

• Oversee quarterly valuation process with mark-to-market analysis for every security in the portfolio.
• Coordinate with third-party valuation providers and present fair values to the Valuation Committee.
• Facilitate portfolio review and valuation meetings; set agenda and prepare materials.
• Collaborate with Business Development, Investor Relations, Operations and Underwriting for fundraising and SEC filings.
• Prepare month-end reporting packages and aggregate valuation results for monthly committee reviews.
• Liaise with external valuation firms and manage external valuation reviews.

Skills

Valuation experience

Portfolio valuation

Education

CFA (preferred)

Tools

Chronograph Portfolio Management

Anaplan

Workiva - Wdesk

PowerBI

Job description

Our client, A 35bn+ Real Assets focused PE firm is looking to hire a Valuations Lead to join the team.

Position Overview

• Overseeing firm’s quarterly valuation process, including a documented mark to market analysis of every security in the portfolio, as well as coordinating with our third-party valuation providers and presenting fair values to the Valuation Committee.
• Help facilitate and drive portfolio review and valuation meetings; set the agenda and key areas of focus, prepare meeting materials to drive business outcomes
• Work closely with other areas of our business (Business Development, Investor Relations, Operations, Underwriting) for specific tasks that arise such as fundraising and material preparation for SEC filings, the Chief Risk Officer, Board of Directors meetings, etc
• Preparing month end reporting packages, analyzing and aggregating valuation results to present at firm’s monthly valuation committee.
• Liaising with 3rd party valuation firms, and coordinating the process for the external valuation review
• Implement and maintain market leading financial planning systems and technology
• Assisting investor relations with reporting on the private portfolio holding
• Leverage Technology to continue to improve data, reporting and analytical processes / outputs (Chronograph Portfolio Management, Anaplan, Workiva – Wdesk, PowerBI) to support a collaborative financial reporting environment

Qualifications

• 6-10+ years of Valuation Experience out of an Investment Management Firm or 3rd Party Valuations firm (Duff & Phelps, Houlihan Lokey, Big 4 Advisory)
• CFA is a plus

Comp

• Fully Paid Healthcare

4/1 in office policy

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.