Valuations & Portfolio Monitoring Associate

Valuations & Portfolio Monitoring Associate This range is provided by Atlas Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $120,000.00/yr - $160,000.00/yr Overview This role focuses on the valuation of real estate, credit and related financial instruments and includes portfolio monitoring and cross-functional collaboration. The ideal candidate will be a self-starter with a strong foundation in valuation and financial analysis, excellent attention to detail, and a drive to improve systems and processes. Additionally, the candidate will have strong technology skills (iLevel and/or Power Query experience preferred). Primary Responsibilities Valuation: Build and maintain financial models for real estate and credit valuation, accurately reflecting the characteristics of each instrument. Valuation: Analyze borrower financials, capital structures, and market data to inform key valuation assumptions. Valuation: Review and assess appraised and modeled values for real estate properties with an understanding of the key drivers and fundamentals. Valuation: Update valuations to reflect material events (e.g., amendments, credit rating changes, company performance). Valuation: Analyze market trends and property performance to inform valuation conclusions. Valuation: Collaborate with internal stakeholders to prepare valuation reports and present findings to the Valuation Committee. Valuation: Coordinate with third-party valuation providers and auditors; reconcile internal and external valuation outputs. Valuation: Document valuation methodologies and support process automation initiatives to enhance efficiency. Valuation: Review and monitor the financial performance of borrowers, including covenant compliance, liquidity, and business developments. Valuation: Contribute to internal dashboards and reports used for credit exposure and performance monitoring. Data Management: Maintain databases of company financial and performance metrics across the portfolio. Data Management: Summarize financial information to inform investment decisions and provide insights to senior leadership. Data Management: Improve information collection and sharing workflows across the firm. Liaise with Key Functions to Drive Firm Success: Support investor relations, business development, and fundraising processes. Liaise with Key Functions to Drive Firm Success: Contribute to ad hoc initiatives to enhance operational efficiency. Qualifications 4-7 years of experience in accounting/finance with valuation exposure Additional credentials ABV, ASA, CFA, and/or CPA Seniority level Mid-Senior level Employment type Full-time Job function Finance Industries Real Estate Venture Capital and Private Equity Principals Investment Management Referrals increase your chances of interviewing at Atlas Search by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Disability insurance Paid maternity leave Paid paternity leave Pension plan Child care support Get notified when a new job is posted. Sign in to set job alerts for “Valuation Associate” roles. New York, NY $120,000.00-$135,000.00 6 days ago New York, NY $70,000.00-$80,000.00 2 weeks ago New York City Metropolitan Area 2 weeks ago #J-18808-Ljbffr