Valuation Specialist
A leading investment management firm is seeking a Valuation Specialist to support the build-out of a centralized valuation function within its growing alternatives platform. This is a unique opportunity to join a high-impact team focused on establishing consistent, transparent, and rigorous valuation practices across a wide range of alternative strategies.
The ideal candidate will bring hands-on valuation experience directly from a private equity fund or platform, with a strong foundation in financial modeling, portfolio analytics, and the operational intricacies of private market investments.
Key Responsibilities:
Collaborate closely with the Head of Valuation to build and manage valuation workflows
Prepare quarterly, monthly, and ad hoc valuation models and analytics across multiple asset classes
Validate new valuation models and maintain compliance with internal valuation policies
Interface with investment teams, accounting, technology, and risk functions to align on pricing inputs and model assumptions
Partner with the Technology team to implement valuation systems for new products and streamline processes
Conduct price testing using counterparty data and third-party valuation benchmarks
Maintain thorough documentation to support valuation conclusions
Coordinate directly with external valuation providers and auditors during valuation cycles
Qualifications:
Must have prior experience at a private equity fund or alternative investment platform
Deep understanding of private market valuation methodologies, especially in private equity, real estate, and private credit
Strong analytical, problem-solving, and data interpretation skills
Intermediate to advanced Excel modeling capabilities; familiarity with valuation technology and systems is a plus
Effective communicator with strong project management and organizational skills
Team-oriented, proactive, and adaptable in a fast-paced environment
CFA designation preferred; quantitative or finance-related academic background is a plus