Senior Valuations Associate

Senior Associate – Valuations & Portfolio Reporting

Private Equity & Private Credit | Greenwich, CT

Looking to move beyond just building valuation models and have a real voice in investment decisions?

A leading alternative investment firm with a multi-billion-dollar portfolio is looking for a Senior Associate to join its Valuations & Portfolio Reporting team , offering direct exposure to investment professionals, senior leadership, and the strategic decisions driving portfolio performance.

This is an opportunity to take ownership of valuations across Private Equity and Private Credit , work closely with deal teams, and present your analysis directly to the firm's Valuation Committee.

For someone coming from valuations, transaction advisory, or an investment-focused finance role, this offers the chance to move closer to the investment side while building a broader, more commercially focused skill set.

Why This Opportunity Stands Out

• Move closer to the investment process: Work directly with investment teams to understand portfolio company performance, valuations, and value creation strategies.
• Get visibility at the highest levels: Present valuations to the firm's Valuation Committee and collaborate with senior investment professionals.
• Expand beyond traditional valuations: Gain exposure to portfolio monitoring, exit modeling, investor reporting, fundraising, and strategic financial analysis.
• Diversify your experience: Work across both private equity and private credit, developing expertise in multiple investment strategies.
• Make a tangible impact: Take ownership of meaningful projects, improve existing processes, and help shape how portfolio performance is analyzed and communicated.
• Build a long-term career: Join an established, well-capitalized investment platform where your work directly supports investment decisions and portfolio strategy.

What You'll Be Doing

• Lead and support quarterly valuations across a diverse portfolio of private equity and credit investments.
• Build and maintain valuation models utilizing DCF, public trading comparables, and precedent transactions.
• Analyze portfolio company financial performance, operating trends, and key valuation drivers.
• Prepare and present valuation materials to senior leadership and the Valuation Committee.
• Partner with investment teams on portfolio monitoring, exit projections, and value creation initiatives.
• Contribute to quarterly investor reporting, performance analysis, and fundraising initiatives.
• Collaborate with third-party valuation providers and internal investment, finance, and investor relations teams.
• Identify opportunities to automate and enhance valuation and reporting processes.

What We're Looking For

• 4–9 years of experience in valuations, transaction advisory, investment banking, private equity, private credit, or a related field.
• Strong understanding of valuation methodologies, including DCF, guideline public company, and precedent transaction analyses.
• Experience valuing equity and/or debt investments.
• Strong financial modeling, accounting, and financial statement analysis skills.
• Advanced Excel skills and familiarity with financial data platforms such as Capital IQ, Bloomberg, or FactSet.
• Experience with portfolio monitoring platforms is a plus.
• Strong communication skills and the confidence to present financial analysis to senior stakeholders.

The Bottom Line

If you've developed strong technical valuation skills but want more ownership, greater visibility, and a seat closer to the investment decision-making process , this could be an excellent next step.

You'll have the opportunity to go beyond producing analyses and actually influence how investment performance is evaluated, communicated, and managed.

Interested in learning more? Apply today for a confidential conversation.