Senior Associate Valuations

Company: Oliver James Associates Ltd.
Location: Boston
Posted on: November 13, 2024

Job Description:

Senior Associate ValuationsPartnered with an established private equity firm expanding their Valuations team with a Senior Associate. Reporting to the Head of Valuations, this role will manage valuation processes, build financial models, conduct research, and collaborate across teams to ensure accurate, compliant valuations. This is a prime opportunity to join a growing firm and contribute to high-impact, strategic decisions in a dynamic environment.Responsibilities:

• Perform valuations of portfolio assets across a variety of industries.
• Assist with fundraising efforts compiling financial reporting materials.
• Assist with fund launches and DDQs.
• Implement and oversee critical analysis for strategic decision-making.
• Collaborate with cross-functional teams to enhance portfolio performance and compliance.
• Generate accurate and timely reports to inform key stakeholders.
• Continuously improve processes through strategic use of technology and innovation.Qualifications:
• Bachelor in Finance, Accounting, or related field.
• Working towards/have CFA or MBA (plus).
• 2-3 years of experience in Big Four or Asset Management.
• Strong analytical skills with proficiency in financial modeling and analysis.
• Excellent communication, leadership, and interpersonal skills.
• Proven ability to handle multiple projects and meet deadlines in a dynamic environment.
• Advanced capabilities in Microsoft Excel and financial databases.
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Keywords: Oliver James Associates Ltd., Revere , Senior Associate Valuations, Accounting, Auditing , Boston, Massachusetts