This role will own and/or support quarterly portfolio company valuations and reporting, benchmarking, and related strategic data and technology initiatives for private equity and credit positions.

RESPONSIBILITIES: 

• Own & enhance cross-fund, multi-currency Excel models to calculate private company equity and credit fair values.
• Roll forward models quarterly, review comparables changes, assess DCF assumptions, and recommend changes.
• Populate quarterly and ad hoc internal and external data requests, including applicable investor data requests.
• Support the annual fund audits and any regulatory audits, as well as potential assurance engagements.
• Backtest valuations at exit vs. prior periods to identify methodological opportunities for further precision.
• Develop relationships with Deal Senior/Associates, IR, and Finance to ensure quality and influence process change.
• Attribute deal value creation by revenue growth, margin improvement, multiple expansion, and debt paydown.

REQUIREMENTS:

• 1-3 years of experience in a Valuation or Business Modeling role at a leading consulting or private equity firm.
• Bachelors degree in Accounting or Finance
• Advanced modeling of DCFs
• CFA (at least level 2), CPA, MBA, or Master's in Finance preferred. 
• Intermediate understanding of income statements, balance sheets, cash flows, and budgets.
• Intermediate to advanced Excel skills, including scenario analysis, what-ifs, v/h-lookups, arrays, and VBA macros.
• Capital IQ, PowerBI, iLEVEL / Chronograph and VBA skills preferred.