Valuations & Strategy Associate - Private Equity Firm in Boston MA

Daley And Associates, LLC; Boston (MA); On-site; USD 85,000 - 110,000; Full time

Job summary

A private equity firm in Boston is seeking a Valuations & Strategy Associate to join their team. As part of this role, you'll assist with quarterly valuations of portfolio companies and collaborate with internal teams on financial analysis and fundraising efforts. Candidates should possess a Bachelor's degree in Finance, Accounting, or Economics, along with 2-4 years of experience and strong analytical skills, particularly in Excel. This is an opportunity to contribute significantly to the firm's strategic initiatives.

Qualifications

• Bachelor's degree in Finance, Accounting, or Economics required.
• CFA certification is a plus.
• 2-4 years of relevant experience preferred.
• Strong analytical and technical skills in Excel.

Responsibilities

• Assisting with valuation analysis on portfolio companies.
• Preparing materials for financial reporting and fundraising.
• Supporting new fund launches and responding to due diligence requests.
• Creating ad hoc reports for various departments.

Skills

Analytical skills

Technical skills

Excel

Education

Bachelor's degree in Finance, Accounting, or Economics

CFA

Job description

Valuations & Strategy Associate - Private Equity Firm in Boston MA

Our client, a private equity firm in Boston, MA, is looking to add a Senior Associate to their Valuations & Strategic Analysis team. This person will be responsible for assisting with the quarterly valuation of the firm's portfolio companies and will also work cross-functionally with internal teams to assist with financial analysis and fundraising initiatives.

Responsibilities

• Assisting with valuation analysis on a wide range of portfolio companies
• Preparing materials for financial reporting and fundraising purposes
• Supporting new fund launches and responding to investor due diligence requests
• Creating ad hoc reports for various departments throughout the firm including senior leadership

Requirements

• Bachelor's degree in Finance, Accounting, or Economics
• CFA
• 2-4 years of experience
• Strong analytical & technical skills (Excel is required

If you are interested, please apply directly or email Cassidy Sullivan at [e-mail].