Senior Analyst
Core
Perform portfolio valuations for VC/PE funds and business valuations of early-stage venture-backed companies with complex capital structures, adhering to AICPA standards for fair value reporting.
Role type
Senior Analyst (Valuation Services)
Builds
Valuation reports and fair value assessments for Venture Capital/Private Equity clients
Domain
Private Markets / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Advanced Microsoft Excel, analytical problem-solving, financial industry experience, client-facing communication, strict deadline management
Preferred skills
Post-graduate degree in Accounting or Finance, CPA/CFA designation, understanding of private markets valuation methodologies (e.g., Black-Scholes OPM)
Technologies
Microsoft Excel, proprietary valuation models and software platforms
Responsibilities
Perform portfolio valuations for VC/PE funds and early-stage companies, gather and review underlying source data, manage client timelines and deliverables, assist in client onboarding and platform training, resolve client inquiries, contribute to design and enhancement of valuation software
Seniority
Senior, hands-on IC