Who Is Our Client:

• Top consulting and advisory firm within the private markets industry.
• The firm boasts a young, vibrant, entrepreneurial culture with many team-building and social events, including a few yearly trips for the entire organization.

Overview:

The team is looking to add someone with experience performing valuation work on a private markets portfolio. The role will be focused on the Private Markets industry, helping investment firms bring their future vision to fruition in an efficient, innovative, and scalable way. 

This is an opportunity where someone is at a point in their career where they are ready to "have a seat at the table" and able to make a tremendous impact growing out one of the firm's fastest growing practices.

Additional Duties May Include:

• Enhance and optimize processes including portfolio company financial data collection, quarterly and investor & financial reporting.
  
• Create current state and improved future state valuation process flowcharts based on stakeholder interviews.
• Design excel model streamlining the quarterly portfolio company valuation process by seamlessly integrating with technologies such as Chronograph and Capital IQ
• Participate in daily client meetings to discuss the valuation process & workflow, valuation model design & integrations, and reporting requirements.

You Should Apply If:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Demonstrated experience in portfolio monitoring, valuation analysis, or financial modeling.
• Proficient in Microsoft Excel and data analysis tools.
• Strong communication and interpersonal skills, able to collaborate effectively across teams.
• Detail-oriented with a commitment to accuracy and quality.