Principal, Private Market Valuation
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