Experienced Associate, Portfolio Valuations

Overview

Role involves executing valuations and supporting business development in a dynamic environment.

Ideal candidate has 3-5 years of valuation experience and strong analytical skills.

Locations

• United States, Illinois
• United States, Texas
• United States, California
• United States, Georgia

Requirements

• 3-5 years of experience
• Bachelor's in Finance, Accounting or Economics
• Advanced Excel skills
• Strong writing skills
• Effective organizational skills
• Strong communication skills

Responsibilities

• Prepare and review financial models
• Write and review valuation reports
• Coordinate valuation projects
• Interact with clients
• Maintain valuation databases
• Track capital markets
• Prepare marketing materials
• Support senior members

Benefits

• Medical, dental, and vision insurance
• Retirement benefits
• Discretionary bonus pay