Head of Valuations
Core
Lead valuation and pricing processes for Jefferies Finance's private credit platform, overseeing direct lending valuations and syndicated loan pricing.
Role type
Senior IC Head of Valuations (Private Credit)
Builds
Monthly/quarterly valuation reports and pricing schedules for private credit and broadly syndicated loan portfolios.
Domain
Private Credit / Leveraged Finance
Required skills
Private credit valuation, Leveraged finance expertise, Fair value principles (ASC 820), Level 2/3 asset valuation, Credit judgment, Financial modeling, Audit coordination, Vendor management, Governance procedures, Data quality improvement
Preferred skills
CPA, CFA, ASA, Team management, Supervisory experience, Valuation committee preparation
Technologies
Excel, Internal valuation models, Pricing vendors, Third-party valuation agents
Responsibilities
Lead valuation process for direct lending business including Level 3 assets, Coordinate with investment teams on internal valuation models, Review and challenge third-party valuation assumptions, Oversee monthly pricing for broadly syndicated loans, Maintain and enhance valuation policies and governance, Prepare materials for valuation committees, Manage relationships with external valuation firms and auditors, Support audit and regulatory processes, Identify opportunities for workflow automation and data quality improvement
Seniority
Senior, hands-on IC with team leadership
