Portfolio Analyst - Valuations & Kpi Reporting
By Illyrian Group At United States
Manage portfolio data collection process across companies
2-4 years experience in iBanking, public accounting deals or audit groups, or FP&A within financial services
Excellent communication skills, ability to build relationships and work cross-functionally
Serve as an authority on portfolio company financials and valuations
Develop new processes and reports to drive efficiency across the operations team; create and disseminate custom reports
Ability to communicate, build relationships and work effectively across all levels
Valuations Analyst Jobs
By District Partners At Washington, DC, United States
Adhere to internal controls over financial reporting to meet regulatory requirements
At least 2 years of relevant experience
Execute and monitor daily pricing for Client's securities, debt, and derivatives portfolio, ensuring accuracy and reliability for internal use
Develop and maintain valuation methodologies for mortgage-backed securities, other mortgage-related investments, and derivatives portfolios
Engage in discussions regarding fixed income concepts, market trends, and related topics with internal stakeholders
Identify, monitor, and report on pricing developments and trends
Private Equity Valuations Associate
By Mission Staffing At New York, NY, United States
Targeting candidates with 2-5 years of finance / valuations experience, as well as a strong modeling background.
• Stable Senior Management Team in Place
• High level of exposure to Portfolio Managers, traders, risk management team, and senior level management
• Review financial data provided by deal teams and portfolio management team
• 100% Covered Benefits, 401k match
Leading Private Equity Firm in NYC looking to hire Valuations Associate!
Valuations Associate - $15B Aum Private Equity Fund - $125,000 Base Salary + Bonus
By Mission Staffing At New York City Metropolitan Area, United States

Valuation Analyst – Perform valuation analyses on private equity, real estate, debt and non-performing loan portfolios using comparable companies, comparable transactions and discounted cash flow ...

Senior Associate - Portfolio Valuations
By Hoxton Circle At New York, United States
4+ 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
Valuations Analyst/Associate Jobs
By Fortress Investment Group At New York, NY, United States
Alternative asset management experience or bank valuation preferred
Compile valuations and supporting information and prepare summary packages to be reviewed by senior management and Valuation Committee
Coordinate the receipt of monthly valuations from pricing vendors, brokers, and asset managers
Review internal valuations with asset managers to understand movements in valuations
Strong problem solving and critical thinking skills
The ideal candidate will have 2-4 years of relevant experience
Director - Portfolio Valuations
By Coda Search│Staffing At New York, NY, United States
Communicate effectively with clients, management, and other stakeholders to explain the valuation methodology and findings.
Stay up-to-date with industry trends and best practices in valuation, and share knowledge with the broader team.
Bachelor's degree in Finance, Accounting, Economics, or a related field.
Strong analytical skills and attention to detail.
Excellent written and verbal communication skills.
Professional certification such as CFA or CPA is preferred.
Valuations Associate Jobs
By CPS, Inc. At New York, NY, United States

Accounting Professional, are you ready to take your career to another level with an organization that will have your interest in mind first? For the past 20 years, CPS has been working with the ...

Actuarial Manager Valuations Services
By Crowe LLP At , Chicago, 60606, Il
Prior consulting experience is highly desired
Prepare and present key findings to clients
Perform project tasks independently, and may direct the efforts of others
Participate in and / or lead the development of deliverable content that meets the needs of the client and contract
Anticipate client needs and formulate solutions to client issues
Review deliverables for accuracy and quality
Vendor Operations Associate - Valuations
By ServiceLink At , Township Of Moon, 15108, Pa
Communicate with Vendor Management and Directors on a regular basis.
transactional issues as directed by Vendor Management or Directors.
Manage vendor timelines, appointments and engagement agreements
Manage vendor timelines, appointments and engagement agreements.
Relay reminders to vendors re: Quality, turnaround times, website usage, etc.
Provide suggestions as to assist the team with resolving every day operational challenges.
Valuations Vice President Jobs
By Arrow Search Partners At New York, NY, United States
Collaborate with investment teams to develop qualitative updates for inclusion in client and management reporting
3-5 years of work experience in corporate finance role, some valuation experience a plus deep understanding of private equity business model
Bachelor’s degree in finance, accounting or related field required
Strong Excel skills and demonstrated ability to communicate clearly and confidently
Build and prepare valuation support (income and market)
Collaborate with investment teams to understand original underwriting and ongoing considerations
Valuations Analyst Jobs
By Daley And Associates, LLC. At Boston, MA, United States
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.
Valuations Analyst - Pe Firm
By Robert Half At Boston, MA, United States
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
Supervisor- Quality Control - Valuations
By ServiceLink At ,
Knowledge of office processes, procedures, and technology. Experience in supervising project and team activities.
Assist your employees, peers, and management toward the common pursuit of great performance.
Identify areas of improvement in performance, productivity, coverage, capacity, and other items related to daily productivity goals and WIP management.
Prior experience in Valuations with working knowledge of standard appraisal practices and procedures including USPAP.
Work with managers and supervisors to enhance processes and procedures
Strong attention to detail and communication skills with a heightened focus on quality
Associate, Private Investment Valuations
By Hoxton Circle At New York, NY, United States
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
Private Capital Portfolio Valuations
By Hoxton Circle At New York, United States
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
Valuations Analyst Jobs
By Search Services At Houston, TX, United States
Requires Big 4 Audit or Transactions Advisory experience.
Requires 18 to 36 months of experience.
Must have great grades from a great school.
Must be ranked at the top of your peer group in the Big 4.

Are you looking for an exciting opportunity to join a fast-growing team and help drive value for our clients? We are looking for a Valuations Associate to join our team and help us identify and analyze attractive investments. You will be responsible for researching and analyzing financial data, developing financial models, and preparing valuation reports. If you have a passion for finance and are looking for a challenging and rewarding role, this could be the perfect job for you!

A Valuations Associate is a professional who provides financial valuations and analysis of businesses, assets, and securities. They are responsible for providing accurate and timely valuations to clients, as well as providing advice and guidance on the best course of action for their clients.

What is Valuations Associate Skills Required?

• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite and other financial software
• Knowledge of financial markets and investment strategies
• Ability to interpret financial statements and other financial documents

What is Valuations Associate Qualifications?

• Bachelor’s degree in finance, accounting, economics, or a related field
• Professional certification in financial analysis or valuation (e.g. CFA, CVA, ASA, etc.)

What is Valuations Associate Knowledge?

• Knowledge of financial markets and investment strategies
• Understanding of financial accounting principles and practices
• Knowledge of financial modeling and valuation techniques
• Understanding of financial statement analysis
• Knowledge of corporate finance and capital markets

What is Valuations Associate Experience?

• Previous experience in financial analysis or valuation
• Experience in financial modeling and valuation
• Experience in financial statement analysis

What is Valuations Associate Responsibilities?

• Analyze financial