Associate Vice President, Valuations
Core
Lead preparation, review, and reporting of monthly and quarterly valuations for private equity secondary funds and a publicly traded RIC.
Role type
Senior IC valuation professional (private markets)
Builds
Audit-ready valuation reports, committee materials, and performance analysis for private equity funds
Domain
Private Equity / Secondaries / Fund Accounting
Required skills
Private equity valuation, financial analysis, audit documentation, stakeholder communication, process standardization, team coaching, data analysis, Microsoft Excel, PowerPoint
Preferred skills
CPA, CFA, experience automating data-intensive processes
Technologies
Microsoft Excel, PowerPoint, Word
Responsibilities
Lead assigned valuation workstreams from data collection to final reporting; Review portfolio and fund-level performance to explain valuation movements; Prepare valuation analyses, schedules, and variance commentary for committee review; Partner with investment teams, fund accounting, auditors, and third-party firms; Maintain audit-ready documentation of inputs, methodologies, and assumptions; Review and coach junior team members; Drive continuous improvement by standardizing templates and strengthening controls; Communicate complex valuation matters to finance leadership.
Seniority
Senior, hands-on IC