Valuation Specialist

About The Company Our client is a global credit investment manager with over $40 billion in AUM investing across public and private strategies, including a direct lending platform that provides customized financing solutions to middle-market companies across industries.

Responsibilities

• Review fair value memos and models for hard-to-value investments such as private bank loans, real estate backed loans, and private equity
• Coordinate valuation reviews with third-party valuation firms, deal teams, and auditors
• Prepare and review the valuation results that are presented to the valuation committee
• Prepare and review valuation reporting utilized by management, the board of directors, investors, and deal teams
• Support quarter-end and year-end valuation processes
• Assist in the implementation and enhancement of valuation policies, procedures, and internal controls
• Monitor market trends and industry developments to inform valuation assumptions and methodologies
• Various special projects as needed

Requirements

• Bachelor’s degree required
• 5-8 years of valuations experience within public accounting or asset management
• Experience with Alteryx, PowerBI, or Tableau a plus
• Familiarity with Bloomberg
• Experience with fair market valuation models

Salary Range $140,000-$165,000