Senior Valuations Associate – Boston, MA – Private Equity
A leading private equity investment firm focused on growth-oriented companies with 35B in AUM is looking to hire a Senior Valuations Associate to join their team. This role will report to the Co-heads of the practice. As a member of the team, one of your primary responsibilities will be to assist with the quarterly valuation of the portfolio companies, in accordance with ASC 820. You will also work with all other teams within the company, assisting with various projects. Some of these projects include fund performance analysis, ad hoc LP requests, fundraising, and benchmarking.
Responsibilities:
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Assisting with valuation analysis on a wide range of public and private entities within various industries using accepted and relevant approaches and theory
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Preparing valuation-related materials for financial reporting and fundraising purposes
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Performing in-depth industry and market research
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Working in conjunction with investment teams to gather financial information data pertinent to the portfolio companies
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Responding to investor and due diligence requests
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Creating ad hoc reports for various departments throughout the firm
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Assisting in preparing and presenting the results of each analysis in a clear and concise manner
Qualifications:
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Bachelor’s degree in Finance, Accounting, Economics, or related field
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CFA, MBA or other advanced degree preferred
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2 – 3 years’ experience, preferably in a valuation role
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Strong analytical, comprehension and problem-solving skills, as well as strong verbal and written communication skills
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Experience with OPM / contingent claims analyses is a plus
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Strong Excel skills
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Experience coordinating with various teams in investment management (e.g. tax, accounting, compliance, etc.)
This role is a full-time hybrid opportunity (4 days and 1 )that will offer up to 120K base, up to 20% bonus, profit share, and 100% paid benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at vkulturides@daleyaa.com
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