Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Associate - Portfolio Valuation

KPMG

In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Valuation. KPMG's valuation professionals provide clients robust and informed guidance on valuation matters across multiple sectors, deal stages and business needs. We determine fair (market) value of equity shares, assets or complex financial instruments for mergers and acquisitions, financial reporting, tax and other regulatory standards. Our engagements include providing pre and post deal Purchase Price Allocations (PPA), Impairment Testing, employee or management incentive scheme valuations, and recurring fund valuations. As a member of our diverse team, you will help high-profile clients understand, analyze, and respond to complex business opportunities and challenges. You have the opportunity to develop your career through a range of multifaceted engagements, formal training, as well as informal mentoring. At KPMG, we put our culture and values front and center. There is nothing more important than investing in our culture because it's an investment in our people, our future, in who we are, and what we stand for.KPMG is currently seeking a Senior Associate - Portfolio Valuation to join our Valuations practice.Responsibilities:Assist with the preparation of valuations for illiquid equity and/or debt investmentsInteract with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of debt and equity investmentsBuild new and update existing financial models, including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparable, transaction comparable, and allocation modelsPerform analysis on financial and economic data, subject companies, guideline companies, industries and markets, and other types of funds as well as investment analysisPrepare valuation and other types of reports and presentationsUtilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environmentQualifications:Minimum two years of recent valuation experience in one or more areas such as investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital marketsBachelor's degree from an accredited college/university in finance, accounting, economics, or business Possess advanced finance, financial modeling, accounting, and analytical abilitiesStrong work ethic; ability to multitask, presentation, problem solving and organizational skills with keen attention to detailExcellent written and verbal communication skills, solid research skills; ability to work well in a team environment and/or independentlyApplicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.Follow this link to obtain salary ranges by city outside of CA: KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Associate - Portfolio Valuation in New York, NY vacancy
  • $135k - $165k

    Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio Valuation OverviewHoulihan Lokey, Inc. (NYSE...  ...institutions.ResponsibilitiesThe Associate position presents an excellent career...  ...committees, externally to our clients’ senior management and boards of directors,... 
    Suggested
    Full time
    Work at office
    Worldwide

    Houlihan Lokey

    New York, NY
    3 days ago
  • $175k - $200k

     ...Digital Infrastructure. We are looking for a Senior Associate to join the Real Assets Investments Team, focused on Portfolio Management and Strategy. Our team is...  ...and trends Assist with monthly and quarterly valuations processes and coordinate with consultants and... 
    Senior
    Permanent employment
    Work at office
    Flexible hours

    Blue Owl Capital

    New York, NY
    2 days ago
  • $90k - $140k

     ...Global Fixed Income team within MSIM has team members located in New York, London, Tokyo and Singapore, which manages Fixed Income portfolios for a broad range of clients. The RoleThe Fixed Income Portfolio Specialist will be responsible for servicing existing clients... 
    Senior
    Temporary work
    Work at office
    Worldwide

    Morgan Stanley

    New York, NY
    4 days ago
  • Our Valuation Services practice prepares objective valuations for financial reporting, tax and management planning purposes. Senior Associates work on a variety of assignments, including business enterprise valuations, purchase price allocations, intellectual property... 
    Senior
    Temporary work

    Kroll

    New York, NY
    3 days ago
  •  ...because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our Valuations practice. Responsibilities:Perform industry research including comparable publicly-traded companies and similar M&A... 
    Senior
    H1b
    Local area

    KPMG

    New York, NY
    11 hours ago
  •  ...mutual organization.The Opportunity:Apogem Capital is seeking an Associate / Senior Associate to support the continued growth of its private...  ...will focus on delivering forward-looking and historical portfolio analytics, enhancing portfolio construction insights, and supporting... 
    Senior
    Local area

    New York Life Insurance Company

    New York, NY
    3 days ago
  •  ...it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking an Associate or Senior Associate to join our Valuations practice.Responsibilities:Perform industry research including comparable publicly traded companies and similar... 
    Senior
    Local area

    KPMG

    New York, NY
    2 days ago
  • $130k - $150k

     ...global business. This role offers the opportunity to shape and evolve the Portfolio Compliance function by partnering closely with Portfolio Managers, Legal, Compliance, Technology, and senior leadership. Beyond day-to-day oversight, you will drive strategic initiatives... 
    Senior
    Full time
    Temporary work
    Work experience placement
    Flexible hours

    Ares Management

    New York, NY
    3 days ago
  • $160k - $200k

     ...integrated CLO platform that has issued over 150 BSL CLOs since inception in 2001.Primary responsibilities will include:Construct model portfolios and generate secondary trade programs that enhance portfolio returns and optimize key CLO metrics using proprietary portfolio... 
    Senior
    Full time
    Local area
    Flexible hours

    Blackstone Group

    New York, NY
    3 days ago
  •  ...inspiration and expand your capabilities, then consider a career in Valuation. Valuation professionals at KPMG provide clients robust and...  ...we are, and what we stand for.KPMG is currently seeking a Senior Associate, Real Estate to join our Valuations practice.... 
    Senior
    H1b
    Local area

    KPMG

    New York, NY
    2 days ago
  • $120k - $160k

    Valuations & Portfolio Monitoring Associate This range is provided by Atlas Search. Your actual pay will be based on your skills and experience — talk with...  ...inform investment decisions and provide insights to senior leadership. Data Management: Improve information... 
    Full time

    Atlas Search

    New York, NY
    4 days ago
  • $180k - $275k

     ...challenging work assignments and exposure to diverse businesses. Job Description ISG is seeking a Senior Associate/Vice President to join the Credit Portfolio Solutions team in an investment role with significant responsibility across portfolio construction, investment... 
    Senior
    Temporary work
    Local area

    CFA Institute

    New York, NY
    3 days ago
  • SMBC is seeking a mid-level Associate to join its Credit Portfolio Management team in New York. The role focuses on managing a dynamic, multi-billion-dollar...  ...of new transactions. You will collaborate with senior bankers and risk professionals, independently assess credit... 
    Senior

    SMBC

    New York, NY
    1 day ago
  • $70k - $120k

    A leading global investment bank is seeking an experienced Financial Analyst for its Portfolio Valuation practice. This role entails conducting valuations of illiquid debt and equity securities held by various funds, performing analyses of financial statements, and participating... 
    Senior

    Houlihan Lokey

    New York, NY
    2 days ago
  • Columbia Threadneedle Investments is hiring a Senior Portfolio Management Assistant to support our healthcare hedge fund at Seligman Investments. The role involves collaborating with PM teams on portfolio construction, entering equity trades, and generating regular portfolio... 
    Senior

    Columbia Threadneedle Investments

    New York, NY
    1 day ago
  • Clear Haven Capital Management in New York, NY, seeks a Senior Associate for Private Credit to perform underwriting, financial modeling, and portfolio management. You will work with the Originations team to execute transactions and optimize portfolio strategies in a fast... 
    Senior

    Clear Haven Capital Management, LLC

    New York, NY
    4 days ago
  • $80k - $135k

    LE001 Berkeley Research Group, LLC is seeking a Senior Associate in Valuation - Corporate Finance to provide valuation services for various financial engagements. The role requires strong financial modeling, management skills, and collaboration with industry specialists... 
    Senior

    LE001 Berkeley Research Group, LLC

    New York, NY
    4 days ago
  • $125k - $150k

     ...private equity. The Opportunity Apogem Capital is seeking an Associate / Senior Associate to support growth of its private equity Separately Managed Accounts (SMAs) platform. The role focuses on portfolio analytics, construction insights, and reporting across SMA mandates... 
    Senior

    Apogem Capital

    New York, NY
    5 days ago
  • $150k - $200k

    Silvercrest Asset Management Group LLC, based in New York, is seeking a Taxable Fixed Income Trader and Senior Portfolio Associate to manage investment-grade bond portfolios for high-net-worth clients. The ideal candidate will possess 5-10 years of relevant experience... 
    Senior

    Silvercrest Asset Management Group LLC

    New York, NY
    5 days ago
  • Our Valuation Services practice prepares objective valuations for financial reporting, tax and management planning purposes. Senior Associates work on a variety of assignments, including business enterprise valuations, purchase price allocations, intellectual property... 
    Senior
    Temporary work

    Kroll

    New York, NY
    2 days ago
  •  ...underpinned by fiduciary responsibility and rigorous proprietary research. Job Objective The Taxable Fixed Income Trader and Senior Portfolio Associate will be responsible for managing investment-grade bond portfolios for high-net-worth clients, with a focus on short to... 
    Senior
    Work at office

    Silvercrest Asset Management Group LLC

    New York, NY
    5 days ago
  •  ...about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Senior Associate on the Wholesale Commercial Real Estate (CRE) Portfolio Analytics team, you will be responsible for the research and evaluation of commercial real estate... 
    Senior
    Work experience placement

    JPMorganChase

    New York, NY
    1 day ago
  • $150k - $180k

     ...renewable power, private equity, and credit. The team partners closely with institutional and wealth clients to develop tailored portfolio solutions that align with specific objectives such as income generation, inflation protection, and long-term capital appreciation.... 
    Senior
    Full time
    Temporary work
    Interim role
    Local area
    Flexible hours

    Brookfield Renewable

    New York, NY
    4 days ago
  •  ...clients. Quaestor is looking to expand the Valuations team, through the addition of a Valuations Senior Analyst / Associate. This is a technically demanding, senior...  ...): NAV-basis reporting, fair value for fund portfolios, and related disclosure requirements ◦ ASC... 
    Senior
    Temporary work
    Work at office

    Arena Investors I Quaestor Advisors

    New York, NY
    8 days ago
  •  ...'s Financial Instruments and Technology practice is a leading valuation and advisory solutions provider for range of clientele, which...  ...of financial instruments, which include structured products, portfolios of whole loans, alternative investments, private equity, esoteric... 
    Senior
    Temporary work

    Kroll

    New York, NY
    4 days ago
  •  ...our clients over the long term.What You'll DoServe as a trusted valuation advisor to lending and investment teams on new originations,...  ...acquisitions, and strategic transactions.Perform in-house valuations and portfolio analyses to support financial reporting, asset management, and... 
    Senior
    Local area

    New York Life Insurance Company

    New York, NY
    11 hours ago
  • $120k - $145k

     ...seeks opportunities in large, diversified portfolios, including specialty finance, lender...  ...-oriented team player to join as an Associate or Senior Associate on the Alternative Credit (“...  ...fundings, processing monthly settlements, valuation, and other asset-level reporting.... 
    Senior
    Full time
    Temporary work
    Work experience placement
    Work at office
    Flexible hours

    Ares Management

    New York, NY
    1 day ago
  •  ...Principal for the Alternative Credit team in New York to lead portfolio management, treasury, analytics, risk, and quantitative development...  ...optimize liquidity, model investments, and guide hedging and valuation strategies. Required: 6+ years of relevant experience and... 
    Senior

    aresmgmt

    New York, NY
    3 days ago
  •  ...and investment platform to identify a Senior Associate, Transactions to be based out of their...  ...records and diligence documentation.Support portfolio pipeline tracking and internal...  ...including DCF, IRR, NPV, and real estate valuation methodologies.Strong project... 
    Senior
    Work at office

    Macdonald & Company

    New York, NY
    4 days ago
  • $120k - $160k

     ...OverviewNew York Life Ventures is hiring a Senior Associate to join the Investments team. As a key...  ...diligence, transaction execution, and portfolio management across both direct and fund...  ..., including performance tracking, valuation analysis, and quarterly reporting•... 
    Senior
    Local area
    Immediate start
    3 days per week

    New York Life Insurance Company

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Associate - Portfolio Valuation. Be the first to apply!