Associate / Vice President, Investment Valuations (Valuations of debt and/or equity)
Core
Oversee monthly and quarterly portfolio review and valuation processes for private equity and debt assets, challenging valuation assessments and managing audit procedures.
Role type
Senior IC investment valuation specialist (private equity/debt)
Builds
Robust valuation outputs and monthly/quarterly review packs for Investment Committees
Domain
Private Equity / Private Debt / Financial Services
Required skills
Valuation methodologies (income/market approaches), Financial modelling (DCF), Advanced Excel, Accounting/Audit experience, Knowledge of IFRS 13/ASC 820/IPEV, Bond/Loan/Private credit market knowledge
Preferred skills
Infrastructure valuation background
Responsibilities
Review and challenge valuation assessments and methodologies, Perform analytical procedures at the portfolio level, Monitor market data and industry trends, Coordinate stakeholders for information gathering, Manage valuation-related audit procedures, Prepare monthly/quarterly review packs for committees, Lead process transformation initiatives for valuation systems
Seniority
Senior, hands-on IC