First lien (1L) debt valuation

Location: New York, NY

Schedule: Hybrid (4 days in office, 1 optional remote)

Job Description / Responsibilities

• Develop and review financial models used to assess and support the valuation of financial assets and investments. This includes validating internally prepared analyses as well as reviewing external valuation materials.
• Apply consistent valuation standards and processes to ensure accurate and timely delivery of analysis and reporting across internal teams.
• Utilize established financial modeling techniques such as discounted cash flow analysis, comparable company analysis, and transaction benchmarking to estimate asset values.
• Prepare analytical reports, performance reviews, variance analyses, KPI tracking tools, and presentation materials for senior leadership.
• Evaluate both quantitative and qualitative inputs used in valuation analyses, including historical performance, projected financial results, transaction structures, market conditions, and industry developments. Communicate findings and implications clearly to stakeholders.
• Collaborate with cross-functional teams such as accounting, operations, and risk or finance groups to address valuation-related questions and support internal reviews.
• Monitor performance and developments related to select portfolio assets or investments, including participating in stakeholder discussions and reviewing updates that may affect valuation assumptions.
• Coordinate with internal teams to maintain alignment between valuation analyses and accounting or reporting requirements.
• Maintain internal databases, tracking tools, and documentation related to asset valuations and portfolio performance.
• Organize reporting materials and coordinate information sharing with internal stakeholders, highlighting trends, key drivers, and performance insights.
• Provide expertise on valuation practices in connection with internal reviews, new initiatives, and evolving market standards.
• Identify opportunities to improve valuation processes while ensuring compliance with applicable financial reporting guidance and established industry practices.
• Serve as a point of contact for external reviewers such as auditors or independent valuation providers, addressing inquiries and supporting review processes.

Background / Experience

• Bachelor’s degree in finance, accounting, economics, mathematics, or another quantitative discipline.
• Approximately 3+ years of professional experience in financial analysis, valuation, or a related analytical role.
• Demonstrated experience applying common valuation methodologies such as discounted cash flow analysis, comparable company analysis, and transaction benchmarking.
• Strong analytical and problem-solving skills with the ability to interpret complex financial data and present clear conclusions or recommendations.
• Solid project management capabilities and familiarity with internal review and control processes.
• Effective written and verbal communication skills, with the ability to collaborate across teams and organizational levels.
• Self-driven individual capable of working in a fast-paced environment with minimal supervision.
• Strong attention to detail, resourcefulness, and the ability to balance independent problem solving with team collaboration.
• Advanced proficiency in spreadsheet and presentation software.