Valuation Associate (Private Credit

Job Overview – Valuation Associate (Private Credit)

Compensation: $110,000 – $125,000/year + bonus

Location:

Boston, MA

Schedule:

Monday to Friday (Hybrid)

Atlantic Group is hiring a Valuation Associate (Private Credit) in Boston, MA for our client, supporting portfolio valuation, investment reporting, financial analysis, and fund performance reporting within a private credit investment environment. This opportunity will work closely with finance, investor relations, tax, and investment teams to maintain valuation models, analyze portfolio performance, and support quarterly reporting processes. The ideal candidate will bring public accounting, transaction advisory, valuation, or alternative investment experience along with strong analytical and financial reporting skills.

• Portfolio Valuation: Prepare and review monthly, quarterly, and annual valuations for private credit investments across multiple funds and investment vehicles.
• Performance Reporting: Assist with fund performance analysis and prepare management reporting packages for senior leadership.
• Portfolio Monitoring: Maintain investment portfolio records and support ongoing tracking of portfolio activity, performance, and valuation assumptions.
• Audit Coordination: Partner with external auditors and internal stakeholders to support valuation reviews and year‑end audit procedures.
• Investor Reporting: Provide valuation data, portfolio metrics, and performance information to support fundraising initiatives and investor requests.

• Education: Bachelor’s degree in Accounting, Finance, Economics, or a related field is required.
• Experience: 3–5 years of experience in transaction advisory, valuation services, audit, financial due diligence, or alternative investment accounting is required.
• Industry Knowledge: Knowledge of private credit, alternative investments, valuation methodologies, and financial reporting principles is preferred, and CLO exposure is a plus.
• Technical
  
  Skills:
  
  Advanced proficiency with Microsoft Excel, financial modeling, and investment reporting tools is required.
• Skills & Attributes: Strong analytical, communication, and organizational skills with exceptional attention to detail and the ability to manage multiple priorities in a fast‑paced environment are required.