Valuation Analyst; PortCo

Equifind are recruiting for a Valuations Associate (Associate/Senior Associate) for a top tier Global Private Equity firm (> $40Bn AUM) based in Greenwich, Connecticut. The role is broad, team dynamic and involves a lot of cross team collaboration and senior stakeholder partnering as well. The role requires the candidate to be in the Greenwich office a minimum of 3 days per week.

The firm in Greenwich, Connecticut HQ has offices in New York but also Globally and are well regarded in the industry with some very notable investments under their belts.

While being a medium size corporate, the sense of collaboration and striving for excellence and culture from the top down cannot be stressed enough. You will not be a cog in a large wheel here but senior management get involved and know everyone.

The role

The breadth in this role cannot be stressed enough also, Your primary responsibilities as a Senior Valuations Associate will be to run the valuation process across a breadth of funds and strategies.

The deal team do the valuations and this role will analysis them and work closely with the investment team and will partner with the C suite and the PMs.

• Conduct quarterly and ad hoc valuations for global private equity and credit investments in accordance with industry standards (e.g., IFRS, US GAAP, ASC 820).
• Develop and maintain financial models, including DCF, market multiples, and precedent transaction analyses.
• Present valuation findings to senior management, investment committees, and external stakeholders.
• Perform sensitivity analyses and stress testing on valuation models.
• Analyze financial statements, industry trends, and economic conditions impacting investment performance.
• Collaborate with investment teams, infrastructure teams, and third-party valuation advisors globally.
• Manage the audit of investment valuations globally, in collaboration with onsite teams.
• Ensure compliance with various global regulatory requirements and internal controls regarding valuation processes.
• Maintain and improve valuation methodologies and processes to enhance accuracy and efficiency.
• Ad hoc projects / continuous improvement

Profile

• 3-6 years+ experience within a public accounting or Valuation third party firm focused on PE/AM clients or within the industry itself at present
• Deep expertise in financial modelling, valuation and equity allocation techniques, including discounted cash flow (DCF), comparable company analysis, precedent transactions, option pricing methodology, PWERM approaches, etc.
• Extensive experience with illiquid investments, including private debt, leveraged loans, and equity investments.
• Strong knowledge of accounting principles and valuation standards (ASC 820, IFRS 13, etc.).
• Proficiency in Excel, financial modelling, and valuation software (e.g., Bloomberg, Capital IQ, VBA, Python preferred but not required).
• Proven leadership and team management skills.
• Excellent communication, negotiation, and presentation skills.
• Ability to work independently and collaboratively in a global, fast-paced, high-stakes environment.

What’s on offer?

• Competitive base salary, commensurate with experience
• Annual discretionary bonus
• 401K
• Private healthcare and other fantastic benefits

• Seniority level
  
  Mid-Senior level

• Employment type
  
  Full-time

• Job function
  
  Accounting/Auditing, Finance, and Other
• Industries Venture Capital and Private Equity Principals, Investment Management, and Investment Banking

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