What you’ll do
- Cover a wide scope of private investment asset classes, including mature PE, early-stage VC, and real estate investments
- Coordinate with deal teams to lead diverse private equity valuation and venture capital portfolios reviews by building and maintaining valuation models in accordance with ASC 820
- Present analysis and fair value recommendations to the Valuation Committees
- Monitor portfolio company progress and events to quantify impacts on valuations, informing senior management as required
- Coordinate valuation reviews performed by third-party valuation firms and external auditors
- Review valuation and P&L reporting for internal performance tracking and investor reporting
- What’s required2-5 years of experience in private equity valuation at a valuation advisory, audit, private equity, or venture capital firm
- Bachelor’s degree in finance, accounting, or a related field
- Experience analyzing financial statements and valuing companies from seed to IPO using acceptable valuation methods such as market comps, income approach (DCF), and scenario analysis (PWERM)
- Knowledge of legal agreements, waterfall structures, and capitalization tables and their impact on investment value allocations
- Familiarity with the use of Black Scholes or other option models
- Strong excel modeling skills
- Strong personal ownership, highly analytical, detail-oriented, and a commitment to excellence
- Ability to multitask and meet deadlines
- Excellent interpersonal and communication skills with the ability to work effectively on a team
- Commitment to the highest ethical standards
We take care of our people, we invest in our people, their careers, their health, and their well-being. When you work here, we provide:
- Fully-paid health care benefits
- Generous parental and family leave policies
- Mental and physical wellness programs
- Volunteer opportunities
- Non-profit matching gift program
- Support for employee-led affinity groups representing women, minorities and the LGBT+ community
- Tuition assistance
- A 401(k) savings program with an employer match and more
