Posted 11 months ago
Valuations Associate
AI Summary
A Valuations Associate supports portfolio surveillance, monitoring, and reporting; conducts financial analysis and research; builds financial models; and assists in generating credit and performance reports for portfolio companies.
About this role
• Support the Valuations team, focused on portfolio account surveillance, monitoring, reporting and valuation
• Conduct comprehensive financial analysis and research of prospect and portfolio companies, in addition to the industries they participate in
• Analyze management, cash flows, asset collateral quality/coverage, deal structure, covenants, and perform sector analysis to understand a given firm’s competitive position
• Generate detailed financial models, including those for projections, covenant sensitivity analysis, duration and IRR calculations, amongst others
• Assist in the generation of credit/performance reports and presentations
• Continuously monitor assigned product sectors and portfolio companies
• Work with legal, financial, valuation and accounting advisors on account management, diligence and documentation
• Lead and work on frequent project‐oriented assignments
Requirements
The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency.
• 5+ years related experience desired
• MBA or CFA a plus
• Experience in modeling with R a plus
• Strong quantitative and qualitative skills
• Strong modeling skills and the ability to think flexibly, while analyzing a variety of situations; comfortable and effective multi-tasker
• Undergraduate degree from a top institution a plus, with a record of academic achievement – US GPA minimum requirement of 3.5
• Experience in a formal bank credit training or top sell side bank analyst program a plus
• Excellent oral and written communication skills
• Ability to work well with others
This job description is not an exhaustive list of all responsibilities, and duties may change.
Skills
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