Portfolio Management - Valuations & Analytics, Associate
Tasks
- Analyze secondary fund results
- Analyze valuation trends
- Apply valuation methodologies
- Assist with internal committees and external auditor presentations
- Coordinate valuation reviews with third party firms
- Drive onboarding for technology and offshore data collection
- Maintain secondary and insurance valuation expertise
- Prepare presentations and memos
- Present valuation results to stakeholders
- Respond to third party valuation inquiries
- Review capital statements
- Support business forecasts with portfolio inputs
Perks/Benefits
- 401k plan
- Dental insurance
- FSA benefits
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Skills/Tech-stack
ASC 820 | Cash Flow | Discounted cash flow | Financial Analysis | Financial Modeling | Fund Modeling | Insurance Fund | Insurance Fund Modeling | MS Excel | MS PowerPoint | Market multiples | Performance Metrics | Presentation Skills | Secondary Fund Modeling | Valuation
Education
Bachelor of Engineering | Bachelor of Science | Master of Science
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