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 Fair Value standards.
Role type
Senior Analyst, Valuation Services
Builds
Valuation reports and fair value assessments for private markets clients
Domain
Private Markets / Financial Services / Accounting
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
CPA, CFA, post-graduate degree in Accounting or Finance, Black-Scholes OPM methodology expertise
Technologies
Proprietary valuation models and software platforms
Responsibilities
Perform portfolio valuations for VC/PE funds and business valuations of early-stage companies; gather and review source data for clients; set up valuations for new clients and lead training sessions; assist with interpretation of financial and legal documents; respond to client inquiries and resolve issues; contribute to the design and enhancement of proprietary valuation models.
Seniority
Senior, hands-on IC