Senior Manager, Valuation
Core
Lead and execute valuation analyses for private company investments, minority equity stakes, and illiquid financial instruments to ensure defensible, compliant fair value measurements.
Role type
Senior Manager, Valuation
Builds
Valuation memos, supporting documentation, and consolidated financial statement disclosures for SEC reporting.
Domain
Finance / Private Equity / Venture Capital / Financial Reporting
Required skills
DCF modeling, comparable company analysis, precedent transaction analysis, option pricing models, waterfall/allocation analysis, US GAAP (ASC 820/321/323), SEC reporting, SOX internal controls, financial modeling in Excel
Preferred skills
Valuation software/platforms, AICPA Private Equity guidelines
Responsibilities
Build complex financial models for fair value measurements; Perform quarterly and event-driven valuations for private equity/venture-style investments; Prepare valuation memos for the Private Markets Valuation Committee and Audit Committee; Partner with TAFR to reflect valuation conclusions in financial statements; Serve as a point of contact for external auditors; Collaborate on investment structuring and assess valuation impacts of new structures.
Seniority
Senior Manager, hands-on IC with strategic oversight
