Valuation / Portfolio Analyst

Overview

• Join a dynamic team as a Valuation/Portfolio Analyst in a hybrid work setting.
• Contribute to a business development company managing $1.8B in assets.
• Gain exposure to finance and portfolio management professionals.
• Learn and apply valuation methodologies including DCF and IRR.
• Enhance your skills in data analysis, reporting, and performance tracking.
• Collaborate with internal teams and external auditors on valuation inquiries.
• Prepare and present valuation reports to senior management and the board.
• Work in a fast-paced environment with opportunities for professional growth.

Key Responsibilities & Duties

• Analyze and complete valuations for fund investments quarterly, using internal and third-party data.
• Develop performance analyses, KPI trackers, and presentations for senior management.
• Utilize valuation methodologies like DCF and comparable company transactions.
• Ensure accuracy in quantitative and qualitative information impacting valuations.
• Collaborate with accounting, credit, and operations teams on valuation inquiries.
• Monitor financial performance and industry dynamics for portfolio investments.
• Coordinate with teams to enhance valuations and address credit developments.
• Maintain valuation and portfolio databases and prepare quarterly valuation reports.

Job Requirements

• Bachelor’s degree in finance, accounting, economics, mathematics, or related field.
• Minimum of 2 years of experience in valuation or portfolio analysis preferred.
• Proficiency in Excel and PowerPoint is essential for data analysis and reporting.
• Strong analytical skills and attention to detail in a fast-paced environment.
• Self-motivated with a strong work ethic and ability to meet tight deadlines.
• Resourceful problem-solving skills and ability to work independently or in teams.
• Experience with financial performance monitoring and industry dynamics preferred.
• Knowledge of valuation methodologies such as DCF and IRR is advantageous.