Senior Valuations Associate

A leading alternative investment firm with a multi-billion-dollar portfolio is looking for a Senior Associate to join its Valuations & Portfolio Reporting team
, offering direct exposure to investment professionals, senior leadership, and the strategic decisions driving portfolio performance.

This is an opportunity to take ownership of valuations across Private Equity and Private Credit
, work closely with deal teams, and present your analysis directly to the firm's Valuation Committee.

For someone coming from valuations, transaction advisory, or an investment-focused finance role, this offers the chance to move closer to the investment side while building a broader, more commercially focused skill set.

• Move closer to the investment process: Work directly with investment teams to understand portfolio company performance, valuations, and value creation strategies.
• Get visibility at the highest levels: Present valuations to the firm's Valuation Committee and collaborate with senior investment professionals.
• Expand beyond traditional valuations: Gain exposure to portfolio monitoring, exit modeling, investor reporting, fundraising, and strategic financial analysis.
• Diversify your experience: Work across both private equity and private credit, developing expertise in multiple investment strategies.
• Make a tangible impact: Take ownership of meaningful projects, improve existing processes, and help shape how portfolio performance is analyzed and communicated.
• Build a long-term career: Join an established, well-capitalized investment platform where your work directly supports investment decisions and portfolio strategy.

• Lead and support quarterly valuations across a diverse portfolio of private equity and credit investments.
• Build and maintain valuation models utilizing DCF, public trading comparables, and precedent transactions.
• Analyze portfolio company financial performance, operating trends, and key valuation drivers.
• Prepare and present valuation materials to senior leadership and the Valuation Committee.
• Partner with investment teams on portfolio monitoring, exit projections, and value creation initiatives.
• Contribute to quarterly investor reporting, performance analysis, and fundraising initiatives.
• Collaborate with third-party valuation providers and internal investment, finance, and investor relations teams.
• Identify opportunities to automate and enhance valuation and reporting processes.

• 4–9 years of experience in valuations, transaction advisory, investment banking, private equity, private credit, or a related field.
• Strong understanding of valuation methodologies, including DCF, guideline public company, and precedent transaction analyses.
• Experience valuing equity and/or debt investments.
• Strong financial modeling, accounting, and financial statement analysis skills.
• Advanced Excel skills and familiarity with financial data platforms such as Capital IQ, Bloomberg, or Fact Set.
• Experience with portfolio monitoring platforms is a plus.
• Strong communication skills and the confidence to present financial analysis to senior stakeholders.

If you've developed strong technical valuation skills but want more ownership, greater visibility, and a seat closer to the investment decision-making process
, this could be an excellent next step.

You’ll have the opportunity to go beyond producing analyses and actually influence how investment performance is evaluated, communicated, and managed.