Sr. Associate – Portfolio Valuation; Boston, MA​/Hybrid

• Manage and work with analysts and associates to conduct relevant research to support valuations, including analyses of subject company valuation drivers, research on private equity and private credit cost of capital, research and analysis of relevant industries and end markets, and comparable analyses
• Supervise less experienced team members, reviewing work, and over time taking on more direct client interaction.
• Gather and document pertinent data obtained through client interaction
• Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction and option valuations
• Work with management to build and maintain client relationships
• Start to identify and communicate potential engagement to management
• Manage and assist analysts and associates with valuation analyses and judgments to conclude fair value of relevant businesses and securities
• Prepare and review reports, and communicate results to clients

Qualifications:

• 4-7 years’ of constructing and reviewing valuation models and other financial models
• Bachelor’s or Master’s degree in Finance, Accounting, or Economics
• High level of technical proficiency on the valuation side (equity including Option Pricing Model (OPM) allocations and ideally credit valuations)
• FA/ASA designation preferred. CAIA designation or progress towards is a plus
• Proven technical, analytical and problem solving skills
• Strong oral and written communication skills and
• Superior analytical capabilities are essential
• Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting
• Strong work ethic and ability to work flexible hours around critical client due dates
• Current authorization to work in the United States

Salary: $80K-$150K range

Plus Quarterly & Year End Bonus