Private Equity Valuation Analyst

Overview

• Contribute to the management of private equity investments within a dynamic and collaborative team environment.
• Evaluate new investment opportunities and oversee existing portfolio positions across diverse asset classes.
• Engage in portfolio cash flow modeling and alternative asset allocation decisions.
• Leverage relationships with advisors and research partners to analyze market trends.
• Collaborate with internal teams to enhance operational practices and reporting standards.
• Participate in mentoring investment associates and fostering professional development within the team.
• Contribute to strategic decision-making processes and provide actionable recommendations to senior management.
• Work in a hybrid environment with opportunities for remote work flexibility.

Key Responsibilities & Duties

• Act as lead analyst for a subset of funds and co-investments across various asset classes.
• Conduct fundamental underwriting and due diligence for investment recommendations.
• Monitor portfolio performance through regular reviews and meetings with stakeholders.
• Analyze transaction documents to assess risks and value of deal structures.
• Develop detailed scenario analyses for co-investments during underwriting and surveillance.
• Maintain relationships with advisors, general partners, and market analysts to gather insights.
• Provide updates to senior management on portfolio developments and market events.
• Collaborate with accounting, legal, and reporting teams to streamline processes.
• Mentor and guide investment associates to enhance team capabilities.

Job Requirements

• Bachelor’s degree in business, finance, or a related field.
• 7+ years of experience in credit or equity research, with preference for 15+ years.
• Proficiency in financial modeling and analysis, including cash flow modeling.
• Strong analytical and communication skills to synthesize research into actionable insights.
• Technical proficiency with Microsoft Office Suite and financial systems.
• Preferred qualifications include MBA, CFA, or equivalent certifications.
• Knowledge of alternative investment strategies such as private equity and venture capital.
• Experience in corporate credit or equity research is advantageous.
• Ability to work in a hybrid environment with flexibility for remote work.