Private Equity Valuation Analyst

Overview

• Contribute to the valuation and management of private equity investments within a collaborative and innovative team environment.
• Analyze diverse investment opportunities and oversee portfolio positions across various asset classes.
• Develop and refine cash flow models to support alternative asset allocation decisions.
• Leverage industry relationships to gather market insights and enhance investment strategies.
• Collaborate with cross-functional teams to improve operational practices and reporting standards.
• Mentor and guide junior team members, fostering professional growth and development.
• Provide actionable recommendations to senior management to drive strategic decision-making.
• Work in a hybrid environment offering flexibility and remote work options.

Key Responsibilities & Duties

• Lead analysis for a subset of funds and co-investments across diverse asset classes.
• Conduct thorough underwriting and due diligence for investment recommendations.
• Monitor portfolio performance and engage with stakeholders for regular reviews.
• Evaluate transaction documents to identify risks and assess deal structures.
• Develop detailed scenario analyses for co-investments during underwriting and surveillance.
• Maintain and strengthen relationships with advisors, general partners, and market analysts.
• Provide updates to senior management on portfolio developments and market trends.
• Collaborate with accounting, legal, and reporting teams to optimize operational processes.
• Mentor investment associates to enhance team capabilities and performance.

Job Requirements

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