Valuation Associate - PE

Position Overview

The Valuations Associate is part of a team responsible for Private Equity, Credit and Real Estate portfolio valuation reporting as well as valuation related exercises for AGM’s public company reporting. The Valuation Associate will also provide a range of key portfolio company statistics and fund level results to various groups at Apollo including Marketing, Legal, Financial Reporting, Budgeting and Investor Relations.

• Facilitate the Valuation Process in the Private Equity, Credit, and Real Estate segments
• Value financial instruments and and complex corporate securities
• Analyze equity/debt/commodities financial market data history and other quantitative techniques
• Develop a deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge throughout Apollo
• Coordinate with third party valuation firms and deal teams to create accurate, timely valuations
• Validate and update valuation models and inputs and assess applicable methodologies
• Create summary materials highlighting significant changes/events, to be presented to the valuations committees for their review and approval of all valuations
• Perform advisory valuation services to various business units on an ad hoc basis
• Produce senior management reports summarizing the results of the fund’s performance on a daily, monthly, and quarterly timeframe
• Review and update Fund reports and Marketing materials sent to existing/potential investors.
• Generate detailed materials and responses for Investor meetings, inquires and surveys
• Prepare documentation in support of compliance with SOX and external audit requirements

• 3-5 years of related work experience
• Experience in building valuation models (DCF, Comp Multiple and Option Models)
• Experience with capital markets/credit valuations preferred (ex. illiquid investments, bank loans, mezzanine loans, and equity)
• Demonstrated technical, analytical and problem-solving skills
• Understanding of Alternative Investment strategies and products
• Ability to complete financial models under the pressure of tight deadlines
• Apply modeling techniques to challenging, real-world problems
• Strong functional background working with excel
• Familiarity with financial services applications (CapIQ, Bloomberg, etc.) a plus
• Bachelor's or Master's degree in Finance, Accounting or Economics
• Finance, Valuations or Investment Banking training program preferred
• CFA professional designation or working towards preferred but not required