Valuation Associate

The Atlantic Group has partnered with an investment firm in the Greenwich, CT area. They have an immediate need for a Valuation Associate to join their team. This position is a full-time contract role that’s estimated to be around 4 months in length.

Summary: Ideally searching for someone with 7-10 years of experience who brings a forward-thinking approach, especially when it comes to technical solutions and the utilization of AI.

Responsibilities include:

-Utilize market data and information from internal and external sources to value private debt investments such as loans to credit funds, business development companies, private companies, and other private investments.

-Conduct various control procedures to ensure accuracy, consistency, reasonableness, and independence of valuation methods and the overall valuation process

-Preparation of comprehensive valuation reports, presentations, and memos for the valuation committee ensuring accuracy, transparency, and compliance with reporting standards

-Partner with the development team to build out and improve daily processes and internal systems

-Stay updated with industry trends, market dynamics, regulatory changes, and valuation best practices, incorporating relevant insights into the valuation process and investment strategies.

-Build and maintain strong relationships with external valuation vendors and internal stakeholders, including senior management and investment professionals

-Continuously identify opportunities to enhance the valuation process, leveraging technology, automation, and innovative methodologies to increase efficiency, accuracy, and scalability

Requirements:

-7–10 years of experience in valuation, private credit, investment management, or a related financial services environment

- Bachelor’s degree in Finance, Accounting, Economics, or a related field

-Strong experience valuing private debt investments, including loans, credit funds, BDCs, and other illiquid/private investments

-Solid understanding of valuation methodologies, market data analysis, and financial modeling techniques

-Experience preparing valuation reports, committee materials, and supporting documentation for senior leadership and auditors

-Ability to analyze complex financial data and deliver clear, actionable insights

-Strong technical aptitude with an interest in leveraging technology, automation, and AI-driven solutions to improve processes and workflows

Note: Qualified candidates will be contacted within 3 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

ID: 49105