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
Related jobs
-
Alteryx | Capital Markets | Excel | Financial Reporting | Fixed IncomeMid-level Full TimeHeadquarters 4, United States20h ago
-
Business Strategy | Data Analysis | Excel | Financial Modeling | LogisticsEntry-level Full TimeJericho, NY, United States1d ago
-
Strategic Finance Lead, Fulfillment USD 164K-225KContract Negotiation | Cost accounting | Data Analysis | Financial Modeling | Investment bankingFlexible remote work | Hybrid workSenior-level Full TimeSan Francisco, CA R1d ago
-
Financial Data Analyst USD 100K-155KAcquisition support | Benefit Analysis | Business Process | Business process improvement | Commercial BankingSenior-level Full TimeAlexandria, VA1d ago
-
Portfolio Management – Valuation & Analytics, Associate USD 110K-150KASC 820 | Cash Flow | Discounted cash flow | Financial Modeling | MS Excel401k plan | Dental insurance | FSA benefits | Health insurance | Life insuranceMid-level Full TimeNew Jersey, United States1d ago
-
Analyst (Hybrid), Day Shift, Strategic Analytics USD 66K-100KBudget tracking | Data Documentation | Data Visualization | Decision support | Financial ModelingEmployee Assistance Program (EAP) | Employer retirement match | Free employee parking | Medical, dental & vision coverage | Paid HolidaysEntry-level Full TimeSupport Center, United States R1d ago
-
Investment Operations and Data Analyst USD 94K-94KActuarial assumptions | CRM | Capital Calls | Data Integrity | Due Diligence401k matching | Cell phone reimbursement | Dental insurance | Hybrid work schedule | Medical insuranceSenior-level Full TimeSkysong 5, United States1d ago
-
Associate Principal, Trust and Safety, GenAI USD 142K-205KAbuse prevention | Cybersecurity | Dashboards | Data Transformation | Data VisualizationMid-level Full TimeWashington D.C., DC, USA; Seattle, WA, …2d ago
-
Competitive Intelligence & Data Analyst USD 143K-170KAI Governance | Anthropic Claude | Anthropic Claude Enterprise | Claude Enterprise | Competitive Intelligence401k match | Dental insurance | Employee assistance program | HSA | Life insuranceEntry-level Full TimePlano, TX, United States2d ago
-
Alteryx | Dimensional Modeling | MS Excel | MS PowerPoint | MS SQLSenior-level Full TimeHeadquarters 4, United States2d ago
-
Sr. Financial Systems & BI Analyst USD 123K-182KAI analytics | Automation | Budgeting | Dashboard Development | Data Validation401k match | Career development | Dental insurance | Flexible work options | Health insuranceSenior-level Full TimeChicago, United States2d ago
-
Clinical decision support | Clinical informatics | Dashboarding | Data Governance | Data ModelingSenior-level Full TimePharmacy, Westwood, United States R2d ago
-
Financial Planning and Data Analytics Analyst II USD 86K-110KAlteryx | Budgeting | CAPEX planning | Data Modeling | Data Visualization401k company match | Annual bonus program | Company 401(k) contribution | Comprehensive healthcare plans | Employee assistance programEntry-level Full TimeDetroit Administration Office, United States3d ago
-
Employee Benefits Data Analyst USD 66K-123KClaims reporting | Financial Modeling | Financial analytics | Microsoft Excel | Microsoft Office401k benefits | Charitable donation matching | Employee assistance programs | Medical, dental, vision benefits | Paid time offMid-level Full TimeSchaumburg - Martingale, United States R3d ago
-
Business Strategy | Competitive Analysis | Data Analysis | Due Diligence | Financial ModelingHybrid work | Remote work daysMid-level Full TimeNew York City6d ago
-
Business Analytics & Reporting Analyst I USD 44K-74KAutomation | Business Process | Business process improvement | Dashboarding | Data AnalysisMid-level Full TimeWilliamsville, NY, United States6d ago
-
Business Analytics | Channel marketing | Compliance | Data Analysis | Data Quality401k | Paid time off | Wellness programsSenior-level Full Time1000 NORTH WEST ST WILMINGTON, United …6d ago
-
Corporate Finance Analytics, Senior Associate USD 175K-215KAI and Machine Learning | Capital IQ | Competitor Analysis | Data Analysis | Discount modelingBackup childcare | Financial coaching | Health care coverage | Mental health support | On-site health and wellness centersSenior-level Full TimeNew York, NY, United States7d ago
-
Business Strategy | Credit Risk | Credit risk modeling | Data Analysis | Economic forecastingSenior-level Full TimeMcLean, VA, United States7d ago
-
Senior Finance Analyst – Business Support (Card & Small Business Lending Valuation, Analytics, and Reporting) USD 90K-125KAlteryx | Budgeting | Business Process | Business Process Analysis | Data ModelingSenior-level Full TimeCharlotte, United States7d ago
-
Quantitative Financial Analyst III - Treasury USD 81K-126KAsset valuation | Backtesting | Benchmarking | Database Programming | Financial ModelingSenior-level Full TimeWork From Home United States, United … R7d ago
-
Data Analytics Audit Analyst II USD 100K-155KACL | Artificial Intelligence | Audit automation | Data Aggregation | Data Mining401k matching | Dental insurance | Employee assistance program | Health insurance | Holiday payMid-level Full TimeSan Antonio, TX - One Frost, …7d ago
-
Balance sheet | Balance sheet analysis | BigQuery | Budgeting | Cash Flow401k match | Annual merit review | Colleague resource groups | Employee assistance program | Health and wellness coverageSenior-level Full TimeNew York, NY, United States8d ago
-
Associate Director, Contract Analytics USD 148K-214KBudgeting | Contract Management | Excel | Financial Analysis | Financial ModelingGender neutral parental leave | Health and wellbeing benefitsMid-level Full TimeMorristown, NJ, United States8d ago
-
Senior Finance Analyst – Business Support (Card & Small Business Lending Valuation, Analytics, and Reporting) USD 83K-121KAlteryx | Budgeting | Business Process | Business Process Analysis | Data AnalysisBenefits | Discretionary incentive plan | Paid time offSenior-level Full TimeNewark, United States8d ago