Portfolio Management – Valuation & Analytics, Associate
Tasks
- Analyze portfolio investment valuation results
- Apply valuation methodologies
- Attend valuation committee meetings
- Coordinate valuation reviews with third party firms
- Ensure data collection procedures
- Evaluate secondary fund performance
- Maintain valuation and performance metrics
- Onboard technology and offshore team members
- Prepare valuation presentations and memos
- Present valuation results to stakeholders
- Provide inputs for business forecasts
- Respond to third party valuation inquiries
- Review portfolio capital statements
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 Modeling | MS Excel | MS PowerPoint | Market multiples | Portfolio analytics | Valuation
Education
Bachelor of Arts | Bachelor of Engineering | Bachelor of Science
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