Investment Valuation Specialist

Job Details:

Investment Valuation Specialist

An Investment Valuation Specialist is responsible for determining the fair value of private investments, including private equity holdings and private credit loans, using established financial modeling and valuation methodologies. This role supports internal portfolio reporting, investor communications, and audit requirements by providing well-supported, defensible valuations.

Core Responsibilities

• Perform monthly and quarterly valuations of private equity investments and private credit loan positions.
• Build and maintain financial models, including Discounted Cash Flow (DCF), Leveraged Buyout (LBO) models, and market multiples/comparable company analysis to determine enterprise and equity values.
• Evaluate private credit instruments and loan portfolios, incorporating factors such as yield, credit risk, repayment structure, and market spreads to estimate fair value.
• Review financial statements, transaction agreements, and capital structures to understand underlying business performance and debt obligations.
• Conduct industry, market, and comparable company research to support valuation assumptions and investment insights.
• Prepare detailed valuation memos and reports for internal stakeholders, auditors, and investors, explaining methodology and assumptions.
• Respond to audit and compliance inquiries, ensuring valuation methodologies align with accounting standards and industry practices.
• Mentor junior analysts and manage multiple valuation projects in a fast-paced investment environment.

Key Skill Areas

• Business valuation techniques: DCF, LBO modeling, market comparables, precedent transactions
• Private credit valuation: loan pricing, yield analysis, and credit risk assessment
• Advanced Excel financial modeling
• Financial statement analysis and capital structure evaluation
• Strong analytical, documentation, and communication skills.

To apply, email resume to  View email address on libertyjobs.com

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