What are the responsibilities and job description for the Associate, Portfolio Valuation position at DNA Diversity Executive Search?
About the Company
We are a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.
About this role
This position conducts valuations of various securities for investment companies (hedge funds, BDCs, etc.). Such securities may consist of illiquid investments, such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products. Senior Analysts assist the Portfolio group leader on both a managerial and analytical level and work with junior analysts to complete valuation assignments.
Job Responsibilities
- Conduct relevant research on securities, industry, market, and competitors
- Gather and document pertinent data obtained through client interaction
- Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction and option valuations
- Assist junior analysts and perform valuation analyses and use judgment to conclude the fair value of relevant securities
- Prepare and review reports to clients
Job Requirements
What we offer you
