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 2 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
    1 day 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
    2 days ago
  •  ...: 94022Location Designation: Hybrid - 3 days per week Job Title: Experience & Digital Marketing, Business Planning Senior Production & Portfolio Associate When you join New York Life, you are joining a company that values career development, collaboration, innovation, and... 
    Senior
    Local area
    3 days per week

    New York Life Insurance Company

    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
    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
    4 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

    JP Morgan Chase

    New York, NY
    2 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
    4 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
    1 day 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
    1 day ago
  • ## Senior Associate/Vice President, Investments – Credit Portfolio SolutionsApplylocations: New York, New Yorktime type: Full timeposted on: Posted Yesterdayjob requisition id: R2050741**Location**Brookfield Place New York - 225 Liberty Street, 8th Floor**Brookfield Culture... 
    Senior
    Temporary work
    Local area

    Brookfield

    New York, NY
    1 day ago
  •  ...short strategies, unified managed accounts (UMAs), active strategy tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager - Associate, you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies.Your... 
    Senior
    Full time

    JP Morgan Chase

    New York, NY
    2 days ago
  • $113k - $188.4k

     ...services, covering areas such as valuation modeling, cost optimization,...  ...? As a professional in our Portfolio Valuations practice, you’ll...  ...stakeholders.Work you’ll doAs a Senior Consultant on the portfolio...  ...applicable geographic differential associated with the location at which... 
    Senior

    Deloitte

    New York, NY
    10 hours 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
    1 day 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
    16 days ago
  • $170k - $200k

     ...industry.Job DescriptionAres is seeking a Senior Associate to join its U.S. Direct Lending...  ...structuring, documentation, closing and portfolio management. The role provides meaningful...  ...maintaining and updating investment valuations and financial models, monitoring company... 
    Senior
    Full time
    Temporary work
    Work experience placement
    Flexible hours

    Ares Management

    New York, NY
    3 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
    2 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
    2 days ago
  • $130k - $150k

     ...Job DescriptionSUMMARYAres is seeking a Senior Associate to join the Investment Operations team...  ...role will partner closely with Deal, Portfolio Management, Trading, Legal, Compliance...  ...attributes required for accounting, valuation, performance, and compliance workflows... 
    Senior
    Full time
    Temporary work
    Work experience placement
    Work at office
    Flexible hours

    Ares Management

    New York, NY
    2 days ago
  • $130k - $160k

    Who You’ll Work With:The Senior Associate, Investment Operations & Asset Management role is a...  ...approved asset-level strategiesEnsure proper portfolio reporting/review and communication...  ...financial models (incl. monthly valuations) for the projectsCoordinate operational... 
    Senior
    Full time
    Temporary work
    Flexible hours

    Alliance Bernstein

    New York, NY
    4 days ago
  •  ...Private Equity Senior Associate / Vice President – Career Launch AI Network About the Opportunity...  ...drive deal execution, diligence, and portfolio management. This role is a pre-...  .... Lead financial modeling, valuation, and IC materials. Coordinate third... 
    Senior

    TEEMA Solutions Group

    New York, NY
    3 days ago
  • $125k - $175k

     ...properties, Lightstone’s over $7.5 billion portfolio currently includes over 12.5 million...  ..., and Miami.Position Overview:The Senior Analyst/Associate is responsible for strategic analysis...  ...recapitalization alternatives and valuation analyses to support capital markets and... 
    Senior
    Temporary work
    Flexible hours

    Lightstone

    New York, NY
    1 day ago
  • $110k - $126k

     ...climate action. ABOUT THE ROLE As the Senior Trading Associate, Rest of World (ROW), you will be a...  ...supporting the growth of our international portfolio. Reporting to the Senior Portfolio...  ...at all times using mark-to-market valuations. Maintain the integrity of portfolio... 
    Senior
    Full time
    Work experience placement
    Work at office
    Flexible hours
    Shift work

    3Degrees

    New York, NY
    3 days ago
  • Valuation Control is organized along business lines including Commercial & Investment Banking...  ...(CB). Clients of the group include senior management, business heads, regulators,...  ...adjustment processes for our Global Rates portfolio while partnering with cross-functional teams... 

    JP Morgan Chase

    New York, NY
    2 days ago
  • $100k - $120k

     ...September 30, 2025. The team is currently looking to hire an Associate, Portfolio Analytics in our NY or West Hartford, CT locations to join...  ...detailed analysis of quarterly investment report valuations, including diversification metrics as well as valuation gains... 
    Full time
    Temporary work
    Work experience placement
    Currently hiring
    Flexible hours

    Ares Management

    New York, NY
    1 day ago
  • $115k - $145k

    A Career with Point72’s Valuation teamThe Point72 Valuation team manages the valuation of...  ...fund, private equity, and venture capital portfolios. The team’s investment valuation...  ...stakeholders across the firm, including Senior Management, portfolio managers/deal teams... 
    Work experience placement

    Point72

    New York, NY
    2 days ago
  • $140k - $160k

     ...exciting and growing industry. Job Description Ares is seeking a Senior Restructuring Associate for our global Infrastructure Debt Fund. The Senior Associate will be part of the portfolio management team responsible for the control equity positions and workouts... 
    Senior
    Temporary work
    Work experience placement
    Flexible hours

    Ares Management Corporation

    New York, NY
    more than 2 months ago
  • $140k - $180k

     ...December 31, 2025. The team is currently looking to hire an Associate Vice President - Manager, Portfolio Analytics in our NY location to join our dynamic...  ...detailed review of quarterly investment report valuations, including diversification metrics as well as valuation... 
    Full time
    Temporary work
    Work experience placement
    Currently hiring
    Work at office
    Flexible hours

    Ares Management

    New York, NY
    3 days ago
  •  ...platform focused on originating and servicing senior secured bridge loans nationwide across...  .... The role offers direct exposure to portfolio oversight, borrower interaction, asset...  ...Develop independent opinions on collateral valuation, borrower business plans, and overall... 
    Senior

    LHH

    New York, NY
    4 days ago
  • $150k - $225k

    Our client is an investment advisor. They seek a Senior Reporting Associate to join their Manhattan, NY office.ResponsibilitiesAnalyze and communicate...  ...and manage a comprehensive investment database to support portfolio analysisConduct performance and benchmarking analysis... 
    Senior
    Work at office
    Remote work

    Abacus Group

    New York, NY
    10 hours ago
  • $70k - $150k

     ...clients across a range of areas, often working as part of cross-functional teams including Transaction Advisory Services, Tax and Valuations.We are seeking a high-caliber individual looking to build on their current technical knowledge and commercial experience. Day-to-... 
    Senior
    Work at office

    Kroll

    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!