Valuations Analyst

About The Company Our client is a global investment firm with over $65 billion in AUM using strategies for its clients through syndicated leveraged loans, high yield bonds, asset-based leasing, and private equity.

Responsibilities

• Onboard newly originated investments and work closely with the underwriting teams
• Perform internal independent valuation analyses, incorporate and understand financial statements, transaction structures, market data, and any relevant investment considerations
• Perform monthly valuations of all illiquid securities and present analysis to the valuation committee
• Create and maintain financial models to track performance
• Assist in the preparation of quarterly portfolio review materials and present to portfolio managers
• Liaise with various internal groups as well as third-party valuation providers and auditors

Requirements

• Bachelor’s degree in finance, economics or accounting
• 1-3 years of experience within financial consulting and/or at a public accounting firm
• Experience with debt or equity valuation
• Knowledge of debt instruments
• Knowledge of Capital IQ or FactSet a plus

Salary Range $100,000-$115,000