Experienced Financial Analyst/Associate, Portfolio Valuation and Fund Advisory Services (Energy & Infrastructure) - Houston, TX
Core
Executing client engagements for portfolio valuation and fund advisory services, focusing on valuing illiquid debt, equity, and complex securities for hedge funds, private equity, and direct lending funds.
Role type
Experienced Financial Analyst/Associate (Portfolio Valuation)
Builds
Valuation reports and financial analyses for alternative asset funds
Domain
Finance, Energy & Infrastructure, Oil & Gas
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, Financial statement analysis, Valuation of oil and gas assets, Due diligence execution, Team management, Data analysis
Preferred skills
Big Four valuation experience, CFA designation, Master's degree
Technologies
Microsoft Excel, PowerPoint, Bloomberg, S&P Capital IQ
Responsibilities
Leading business and financial due diligence sessions, Directing efforts of Financial Analysts, Constructing valuation models (DCF, guideline companies), Reviewing third-party oil and gas reserves reports, Presenting valuation analyses to clients and auditors, Coordinating engagement close-out procedures
Seniority
Experienced, hands-on IC with management responsibilities