Private Debt Valuations

Private Debt Valuations Overview

• The Private Debt Valuations role focuses on managing valuation frameworks for private debt investments.
• Collaborate with investment teams, auditors, and external providers to ensure compliance and governance.
• Drive valuation methodologies and oversee complex credit instruments, ensuring accurate and defensible conclusions.
• Lead initiatives to enhance valuation processes, reporting, and controls using automation and AI.
• Engage with stakeholders to present valuation matters and support business objectives.
• Contribute to the development of policies and procedures for valuation governance and risk management.
• Mentor valuation professionals, fostering a culture of accountability and high-quality execution.
• Stay updated on industry practices, regulatory developments, and valuation methodologies.

Private Debt Valuations Key Responsibilities & Duties

• Apply valuation expertise to private debt and other complex credit instruments.
• Review valuation methodologies, assumptions, and inputs to ensure fair value determinations.
• Oversee valuation exceptions, back-testing, and calibration activities.
• Conduct due diligence and performance assessments for external valuation providers.
• Develop and implement valuation policies, procedures, and escalation processes.
• Present valuation matters to committees, senior management, and auditors.
• Lead and mentor valuation professionals, promoting high standards and accountability.
• Support process improvements and monitor regulatory developments impacting valuations.

Private Debt Valuations Job Requirements

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field.
• Minimum of 8 years of experience in valuation, credit analysis, or related fields.
• Strong knowledge of ASC 820 Fair Value Measurement and SEC Rule 2a-5.
• Proficiency in valuation methodologies such as DCF and comparable company analysis.
• Experience with private credit, commercial mortgage loans, and infrastructure debt.
• Excellent communication skills for presenting valuation matters to stakeholders.
• Strong project management and organizational skills with a control mindset.
• High level of ethics, values, and integrity in professional judgment.