Senior Manager, Valuation

Overview

This role supports the valuation function for a private equity investment portfolio. The Senior Manager will oversee and coordinate quarterly and monthly valuations. Success in this position requires a strong foundation in generally accepted valuation approaches, a solid understanding of private equity funds and strategies, and the ability to thrive under tight deadlines and competing priorities. Regular collaboration with colleagues across the Finance team, firm leadership, investment professionals, Investor Relations, and external service providers is required.

Responsibilities

• Coordinate the quarterly valuation process for private equity investments by working closely with investment professionals, external valuation providers, and internal stakeholders
• Perform detailed reviews of internal models for integrity and consistency with valuation policies and procedures
• Participate in the quarterly Private Equity valuation process, including engagement with senior executives
• Create presentation materials for internal and external meetings
• Provide technical leadership on complex valuation topics
• Contribute to valuation policies and procedures and recommend enhancements aligned with best practices
• Perform performance metrics and analysis, including IRR, MOIC, and ad-hoc portfolio analysis
• Interface with the Investor Relations team on investor reporting or marketing materials related to valuation
• Contribute to process and technology initiatives to streamline valuation and performance reporting

Requirements

• BS/BA or a Graduate MS/MBA degree in Finance or Accounting
• 8+ years of valuation-related work experience
• Prior managerial experience, including team leadership, development, and resource planning
• Strong oral and written communication skills, including presentation skills
• Strong interpersonal skills and a demonstrated ability to work effectively as part of a team and across an organization
• High level of integrity and ability to maintain confidentiality of sensitive and proprietary information
• Strong organizational skills, attention to detail, and commitment to high-quality work product

Preferred Qualifications

• CFA and/or CPA

Compensation & Benefits

• The annualized base pay range for this role is expected to be between $200,000–$225,000.
• Actual base pay could vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set.
• Base pay is one component of the total compensation package. Other components may include an annual cash bonus and a comprehensive benefits package.