Responsibilities:

• Assist with quarterly equity valuation processes.
• Contribute to the preparation of materials and documentation for the Valuation Committee.
• Support essential valuation tasks, including creating materials, conducting consistency checks, reviewing models, and preparing deliverables for senior management.
• Possess strong knowledge and experience in Discounted Cash Flow (DCF), Market Multiple, and Precedent Transaction valuation methods.
• Experience with evaluating discount rates using the Capital Asset Pricing Model (CAPM).
• Aid in model reviews by checking assumptions, ensuring consistency of market data, and independently verifying assumptions using public data when applicable.
• Collaborate with internal teams (operations finance, fund finance, portfolio company analysts) regarding data inputs and comprehension as needed.
• Manage databases for critical portfolio and valuation financials, and consolidate key performance indicators (KPIs).
• Utilize technology to enhance data management, reporting, and analytical processes (using tools such as Chronograph Portfolio Management, Anaplan, Workiva – Wdesk, and PowerBI) to support efficient financial reporting.
• Participate in various ad hoc projects.

Qualifications:

• 3-6 years of experience valuing private equity investments at a fund or advisory firm

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