Associate, Valuations

Overview

This fully remote role is part of the Valuation Team at an investment organization operating within a broader investment management platform. The position provides exposure to the valuation of a diverse portfolio of private market investments and supports the continued development of the team’s valuation processes, technology, and analytical capabilities.

Responsibilities

Valuation Analysis and Governance

• Perform valuation analyses of private investments across the organization’s investment strategies.
• Support the review and validation of third-party valuation marks, including analysis of methodologies, assumptions, and market inputs.
• Assist with the preparation of quarterly valuation committee materials and supporting analyses.
• Maintain clear, well-documented support for valuation conclusions.

Third-Party Valuation Provider Oversight

• Assist with oversight of third-party valuation providers, including coordinating data requests, reviewing valuation deliverables, and tracking open items.
• Review third-party valuations for consistency with established methodologies, policies, and procedures.
• Identify and escalate valuation issues or discrepancies to senior team members.

Valuation Process and Technology Enhancement

• Use technology and data tools to improve efficiency, consistency, and scalability of the valuation process.
• Identify opportunities to automate manual processes, improve data quality, and streamline reporting.
• Support development and implementation of enhancements to valuation processes and procedures.

Performance Reporting and Portfolio Monitoring

• Partner with investment teams to collect, validate, and maintain quarterly portfolio company financial and operating data.
• Monitor portfolio company performance and identify trends or changes relevant to investment valuations.
• Prepare recurring and ad hoc portfolio performance reporting for internal stakeholders.

Financial Analysis and Modeling

• Perform financial analysis, valuation modeling, sensitivity analyses, and other ad hoc analyses across investment portfolios.
• Analyze financial and operating information to identify trends, variances, and factors impacting investment valuations.
• Support senior team members on valuation-related projects and analyses.

Collaboration and Professional Development

• Develop strong working relationships with investment teams, finance, fund accounting, operations, and other internal stakeholders.
• Build understanding of investment strategies, portfolio companies, and underlying investment structures.
• Build foundational expertise in private market valuation methodologies, financial modeling, and relevant accounting and valuation guidance.
• Stay informed on market developments and trends relevant to valuation of private investments.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or another quantitative or analytical discipline.
• At least 2–5 years of experience in valuation, portfolio management/support, transaction advisory, or a related role.
• Experience with Private Credit, Private Equity, or other alternative investment strategies.
• Experience working with third-party valuation providers and/or external auditors.
• Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
• Experience with portfolio monitoring and/or investment management systems, such as iLevel, Chronograph, or similar platforms.
• Strong analytical and problem-solving skills, with the ability to translate data into concise, accurate, and actionable insights.
• Demonstrated resourcefulness, initiative, and an entrepreneurial mindset; able to operate effectively in a dynamic environment.
• Strong organizational and time-management skills; able to prioritize multiple tasks and meet deadlines.
• Excellent communication and interpersonal skills; able to collaborate effectively in a highly team-oriented environment.

Preferred Qualifications

• Not specified.

Compensation & Benefits

• Salary range: $100,000–$130,000
• Overtime eligible: Exempt
• Discretionary bonus eligible: Yes
• Sales bonus eligible: No
• Base salary will be determined based on several factors, including individual experience, skills, qualifications, and job location. In addition to base salary, employees may be eligible to participate in an incentive program.

Benefits

• Full package of benefits, including leave programs, adoption assistance, and student loan repayment programs.

Location

• Fully Remote

Pay Transparency

• Salary range: $100,000–$130,000
• Overtime eligible: Exempt
• Discretionary bonus eligible: Yes
• Sales bonus eligible: No

Job Requisition ID

• 95210