CareerPlan

Assistant Director, Evergreen

Boston, MA, USFull-time$125k–$140k2026-10-24 → 2026-11-09
Hybrid

Core

Lead valuation activities for direct holdings across the Evergreen platform, ensuring conclusions are well-supported and aligned with fair value standards.

Role type

Senior IC valuation professional (Assistant Director)

Builds

Valuation models and supporting documentation for direct investments

Domain

Asset Management / Investment Valuation

Required skills

Investment valuation, financial analysis, fair value principles, valuation methodologies, model development, assumption assessment, documentation, stakeholder communication, project management

Preferred skills

Experience with sophisticated direct investments, challenging valuation assumptions, resolving discrepancies, guiding junior team members

Technologies

Financial modeling tools, valuation software

Responsibilities

Coordinate end-to-end valuation activities for assigned direct investments; Review third-party valuation analyses and assess reasonableness of assumptions; Develop and enhance valuation models; Partner with deal teams to acquire and evaluate financial data; Support internal governance and valuation committee processes; Coordinate timelines and respond to audit inquiries

Seniority

Senior, hands-on IC with leadership responsibilities