CareerPlan

Principal, Private Market Valuation

Dallas, TX, USFull-time$91k2026-10-12 → 2026-11-09

Core

Senior role leading complex valuation engagements for institutional clients on illiquid private market investments (debt and equity) where active market quotations are unavailable.

Role type

Principal, Private Market Valuation (Senior IC with mentorship)

Builds

Post-trade valuation reports and models for alternative investments

Domain

Financial Services / Private Markets / Valuation

Deliverable

production ML models | dashboards & analysis

Required skills

Valuation methodologies (DCF, guideline public company, precedent transaction, OPM), ASC 820/IFRS 13/IPEV frameworks, complex financial modeling, client relationship management, audit defense, technical leadership, AI-enabled data analysis

Preferred skills

CFA charterholder status, mentoring junior professionals, machine learning application for trend identification

Technologies

AI-enabled tools, machine learning capabilities, financial modeling software

Responsibilities

Lead and perform valuations of private equity, venture-stage equity, debt, and complex derivatives; serve as primary point of contact for clients and auditors; review and ensure accuracy of work by analysts and associates; mentor junior professionals; enhance valuation methodologies and tools; support audit defense efforts.

Seniority

Principal, senior hands-on IC with mentorship