Portfolio Management - Valuations & Analytics, Associate
Tasks
- Analyze trends and performance
- Apply valuation methodologies
- Assist with auditor and limited partner reporting
- Build secondary and insurance fund models
- Coordinate valuation reviews
- Create presentations and memos
- Prepare valuations analyses
- Provide inputs for business forecasts
- Respond to third party inquiries
- Review capital statements
- Support valuation committee meetings
Perks/Benefits
- 401k plan
- Dental insurance
- FSA benefits
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Skills/Tech-stack
ASC 820 | Cash Flow | Data Analysis | Discounted cash flow | Excel | Financial Modeling | Financial Reporting | Market multiples | PowerPoint | Valuation
Education
Bachelor of Engineering | Bachelor of Science | Master of Science
Roles
Analyst | Financial Analyst | Portfolio Analyst | Valuation Analyst
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