Private Equity Strategies - Valuations & Analytics, Associate
Tasks
- Apply valuation methodologies
- Collect portfolio data
- Coordinate valuation reviews with third party firms
- Create presentation materials
- Create valuation presentations
- Drive onboarding for portfolio investments
- Enhance valuation and reporting processes
- Perform discounted cash flow modeling
- Prepare valuation model reviews
- Present valuation results to internal committees
- Provide inputs for planning deliverables
- Respond to auditor inquiries
- Update valuation templates quarterly
Perks/Benefits
- 401k plan
- Dental insurance
- Discretionary bonuses
- FSA benefits
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Skills/Tech-stack
ASC 820 | Auditor Coordination | Cash Flow | DCF | Data collection | Discounted cash flow | Financial Modeling | MS Excel | MS PowerPoint | Performance multiple | Portfolio valuation | Valuation | Valuation modeling
Education
Bachelor of Arts | Bachelor of Engineering | Bachelor of Science
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