Overview
Job Responsibilities:
– Assisting in valuation onboarding of new private equity investments
– Assisting with updating valuation templates periodically, utilizing discounted cash flow (DCF), performance multiple (PM) and other valuation methodologies
– Compiling documentation to support actual financial and company comparable assumptions used in the valuation models
– Participating in discussions with and provide deliverables to various constituents, including Investment Team, Senior Management and External Auditors
– Assessing value creation drivers that have contributed to changes in valuations over the holding period of each investment
– Assisting in improving reporting processes, procedures and analytics
– Participating in various group initiatives and projects
Requirements:
– Masters degree in finance, Accounting, or a related field.
– Minimum of 6 years of experience in valuations.
– Strong proficiency in financial modeling, valuation analysis, and data analysis.
– Demonstrated expertise in financial statement analysis, and interpreting complex financial data.
– Excellent analytical and problem-solving skills, with attention to detail.
– Candidates with a CFA designation or those actively pursuing the CFA program will be given preference.
– Advanced proficiency in MS Excel, Bloomberg, and other relevant financial analysis tools.
– Strong written and verbal communication skills for presenting complex financial information effectively.
– Proven ability to work independently and collaboratively in a fast-paced, dynamic environment.