Analyst, Private Equity Valuations & Analytics

Total Compensation is targeted at $125K - $150K. To be determined based on candidate's credentials, experiences, and potential value to the department / firm.

Analyst, Private Equity Valuations & Analytics

Position Overview:

Our client is a multinational private equity, investment banking, alternative asset management and financial services corporation based in New York City. They specialize in private equity, credit and hedge fund investment strategies, as well as financial advisory services, such as mergers and acquisitions (M&A), restructurings and reorganizations, and private placements.  Assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis.  

Currently, they seek to hire an Analyst for their Private Equity Valuations & Analytics team. The core focus of the group is to evaluate, analyze and summarize valuation and performance results for the firm’s portfolios on a regular basis. In addition, the group is responsible for forecasting financials, producing fund level performance records and analytics, as well as preparing various LP and management reports and requests. Other responsibilities may include supporting the broader finance and investor relations teams on an ad hoc basis in dealing with clients and investors and in fulfilling management requests.

Responsibilities will include (but not be limited to):

• Assisting with updating valuation templates on a quarterly basis, including discounted cash flow (DCF), performance multiple (PM) and other valuation models
• Compiling documentation to support actual financial and company comparable assumptions used in the valuation models
• Assessing underlying assumptions used to develop DCF, performance multiples, and other valuations
• Maintaining, preparing and analyzing summary valuation and performance schedules
• Participating in discussions with and provide deliverables to various constituents, including Deal Analysts, Investor Relations, and Senior Management as well as External and Internal Audit groups
• Updating quarterly planning models to reflect actual performance, and roll future cash flows. Completing variance analyses
• Assessing value creation drivers that have contributed to changes in valuations over the holding period of each investment
• Assisting in enhancing the group’s reporting processes, procedures and analytics
• Participating in various group initiatives and projects

Qualifications: 

• Bachelor’s degree in Finance, Economics, Accounting or a quantitative discipline (preferred)
• ~4+ years of experience in a valuations, transaction advisory, consulting, or related role
• Ability to communicate effectively both orally and in writing
• Ability to adapt to new challenges in a dynamic environment while handling multiple projects
• Keen attention to details
• Ability to prioritize deliverables and meet deadlines
• Ability to work well within a team-oriented environment or individually
• Strong analytical skills
• Previous valuation experience and working knowledge of Capital IQ and Bloomberg are a plus
• Proficiency in Excel and PowerPoint is required