VALUATION SPECIALIST
Core
Determine fair value of BDC Capital's equity and debt investment portfolio for financial reporting and support investment decisions across Cleantech, Growth Equity, Venture Capital, and IP Financing.
Role type
Senior IC valuation specialist (financial reporting)
Builds
Financial reports and valuation documentation for BDC Capital investment portfolios
Domain
Financial services / Investment management / Valuation
Required skills
Equity and complex debt valuation techniques, Financial analysis and accounting knowledge, Advanced financial modeling, Sensitivity and scenario analysis, Market data analysis, Financial reporting compliance, AI tool integration for productivity
Preferred skills
Chartered Business Valuator (CBV) designation, Chartered Professional Accountant (CPA) designation, Cleantech/Climate Tech sector knowledge, Carbon credit market knowledge, Workflow automation expertise
Technologies
Microsoft Excel, Capital IQ, PitchBook, Microsoft Copilot, Power Query, Power Automate, Power BI
Responsibilities
Lead quarterly and ad hoc fair value assessments (mark-to-market), Validate valuation methodologies and assumptions, Review and validate financial models, Partner with auditors and stakeholders, Conduct portfolio analyses and evaluate market trends, Support presentation of results to valuation committees
Seniority
Mid-Senior, hands-on IC