Private Capital Portfolio Valuations Jobs

2+ years' related experience in finance, sales, account management and/ or collections required.

Strong time management skills with ability to manage deadlines.

Knowledge of the finance industry (various sectors).

BA/BS in related field and 4 years of related experience; or an equivalent combination of education and work related experience.

Strong financial acumen with working knowledge of key financial tools and terminology.

Strong presentation, verbal and written communication skills.

Ensures appropriate management including leasing, rent recertification, rent collection, lease enforcement and other routine management tasks.

Identifies and addresses opportunities to optimize BHA-owned assets in the Public-Private portfolio division; direct management staff in this endeavor.

Working with the Management Information Systems department, develops necessary performance and compliance reporting.

Works closely with Finance, Real Estate Development and Legal departments to implement operational procedures for this growing portfolio of properties.

Ensures appropriate response to all maintenance requests, timely inspections of apartments and implementation of preventive maintenance procedures.

Develops and implements a capital plan including oversight and use of required replacement reserves.

Establish a process to critically assess fund managers, their processes, and their risk- management approaches and capabilities

Collaborate with NYSIF colleagues and other stakeholders to ensure appropriate risk management

Analyze program strategy, and articulate strengths and weaknesses to management

Bachelor’s degree with strong academic qualifications;

Goal-oriented individual with solid organizational skills

Strong quantitative skills and analytical ability

One year of relevant work experience (investment banking, corporate finance, management consulting or placement agent is strongly preferred)

Decades of experience and a global network of relationships with relevant sources of capital

Manage the new investor / buyer outreach process as part of live transactions

Track market data to assist the group’s communications with fund managers and limited partners

Strong interpersonal skills and ability to communicate both to PCA deal teams and external clients

Private Equity and Credit Fund Placement:

Compensation/Benefits Information (US Applicants Only):

This role is limited to persons with indefinite right to work in the United States.*

What’s in it for you:

Grade/Level ( relevant for internal applicants only ):

Serving as a key liaison between our portfolio companies’ finance teams and Investment and Operations teams.

Bachelor’s degree in Accounting and Finance

2-3 years of relevant experience in financial services preferably with a leading public accounting firm

Advanced knowledge of Excel and PowerPoint

Knowledge of iLevel platform a plus

Assisting with valuation calculations and review of key model inputs.

Brand Name Asset Management Firm in NYC looking for a

• Global Investment Management Firm

• Stable Senior Management Team in Place

• High level of exposure to Portfolio Managers, traders, risk management team, and senior level management

• Provide management with valuation updates and portfolio analytics

• Prepare periodic reports and analysis to be presented to management and other key stakeholders

1 to 3 years of accounting, audit, fund administration or operations experience in financial services

Strong Excel modeling & analysis skills, Wall Street Office and Allvue (fka Black Mountain) systems a plus

Strong organizational skills including the ability to adapt to changing circumstances and adjust priorities as needed

Superior analytical skills, accuracy and careful attention to detail are essential

Critical thinking and problem-solving experience required

Execute cash settlements for expense invoices, forward contract settlements, and transfers between entities to position cash for deal fundings

Serving as a key liaison between our portfolio companies’ finance teams and Investment/Operations teams.

Working closely with the internal Investment, Finance and IR teams on the quarterly valuation process for the entire portfolio.

Bachelor’s degree in accounting or finance

Prior experience with calculating or reviewing portfolio company valuation models

2-3+ years of relevant experience in financial services with a leading public accountancy firm CPA preferred or public private

Advanced knowledge of Excel and PowerPoint

Have Consulting or Advisory experience

Candidates should expect professional advancement in a high-pedigree, growth environment, along with competitive benefits, including:

Calculate return metrics for private capital investments

Lead valuation and performance modeling for portfolio companies

Aspire to grow within private investments specializing in acquisition modeling, methodologies and strategy

Paid Time Off & Summer Fridays

2-5 years of related experience in valuations or investment banking, advisory or management consulting

Advanced-level financial modeling skills (DCF)

Experience in calculating various return metrics (TWR, IRR, MOICs)

CFA II or equivalent would be preferred but not mandatory