2027 Valuation Summer Intern
Core
Assist with periodic financial reporting valuation processes for private equity, real estate, infrastructure, and credit portfolios, including independent review of illiquid securities and coordination of third-party consultants.
Role type
Finance intern (valuation)
Builds
Valuation reports and committee presentation materials
Domain
Private Equity / Real Estate / Infrastructure / Finance
Deliverable
dashboards & analysis
Required skills
MS Excel, Power BI, financial reporting, portfolio analysis, third-party consultant management, ASC 820 knowledge
Preferred skills
Asset management experience, AI tool usage (Claude/ChatGPT)
Technologies
iLevel, MS Excel, Power BI, Claude, ChatGPT
Responsibilities
Review illiquid securities valuations quarterly, coordinate investment professionals, maintain valuation reporting solution, conduct aggregate portfolio analyses, manage third-party valuation consultants, interact with accounting and fund finance groups
Seniority
Intern
