Private Equity Strategies - Valuations & Analytics, Vice President
Tasks
- Analyze valuation models
- Conduct interim valuation reviews
- Coordinate with portfolio management reporting teams
- Develop presentation materials
- Develop valuation models
- Enhance valuations and reporting processes
- Ensure data collection procedures
- Evaluate portfolio investments
- Lead onboarding for portfolio investments
- Manage audit with valuation firms
- Manage valuation model reviews
- Prepare valuation results
- Present valuation results to auditors
- Present valuation results to committees
- Present valuation results to limited partners
- Provide inputs for planning deliverables
- Summarize portfolio valuation outcomes
- Track deliverables
- Train and mentor analysts and associates
Perks/Benefits
Skills/Tech-stack
ASC 820 | Audit management | Contingent claims | Data collection | Financial Reporting | Financial Valuation | Income approach | Market approach | Microsoft Excel | Microsoft PowerPoint | Model review | OPM | PWERM | Portfolio monitoring | Valuation Policy | Valuation models | Yield analysis
Education
Roles
Analyst | Finance Manager | Investment Analyst | Manager | Valuation Analyst
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