Valuations Analyst / Associate

This is an opportunity to join a dynamic investment firm as an Analyst / Associate on the Portfolio Monitoring team in New York City. The role focuses on leveraging data-driven insights and portfolio analysis to support investment decision-making, portfolio management, and client reporting.Key ResponsibilitiesMonthly ***** Oversee and review valuations of Credit Funds investmentsValuation ***** Use various methods like discounted cash flow and comparable company analysisPortfolio ***** Review financial models and key valuation assumptions***** Prepare valuation results and summary packages for senior managementAuditor ***** Gather information and track documentation for auditorsPolicy ***** Ensure consistency and accuracy in valuation policiesRelationship ***** Communicate effectively with colleagues Ideal Candidate Profile2-4 years in relevant roles, with hands-on experience in private valuations (debt and/or equity).Quick learner, reliable, self-motivated, and a self-starter.Strong problem-solving, critical thinking, and independent issue resolution.Excellent interpersonal and communication skills, with experience presenting to senior managersProcess improvement orientation with a track record of implementing enhancements.High accuracy and attention to detailAdvanced proficiency in Microsoft Excel.

Created: 2025-03-02