Location: New York, NY
Schedule: Hybrid (4 days in office, 1 optional remote)
Team Overview
The group is responsible for valuing and monitoring a diverse portfolio of private investments. The team partners closely with investment professionals to evaluate portfolio company performance, assess market conditions, and support key functions across the organization, including accounting, compliance, investor relations, business development, and analytics.
Role Overview
The firm is seeking an Analyst to join its team. This individual will play a hands‑on role in valuation work, portfolio monitoring, and cross‑functional collaboration. The ideal candidate brings strong analytical skills, attention to detail, and the ability to operate effectively in a fast‑paced environment with tight deadlines.
Key Responsibilities
- Support the onboarding of newly originated investments in coordination with underwriting teams
- Conduct monthly valuations of illiquid securities and periodically present findings to internal committees
- Perform independent valuation analyses incorporating financial statements, deal structures, market data, and other relevant inputs
- Build and maintain financial models to track issuer performance over time
- Assist in preparing quarterly portfolio review materials and occasionally present to senior investment staff
- Collaborate with internal groups such as investment teams, investor relations, business development, technology, and analytics
- Coordinate with external valuation firms, auditors, and other third‑party service providers
Candidate Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, or a related discipline
- 1–3 years of experience in financial consulting, investment banking, asset management, public accounting, valuation services, or credit rating analysis
- Strong understanding of debt instruments and capital structures
- Experience with valuation methodologies, three‑statement modeling, and financial analysis
- High proficiency in Excel; familiarity with tools such as Capital IQ or FactSet is beneficial
- Excellent written and verbal communication skills
- Ability to excel in a collaborative, high‑intensity environment
- Demonstrated interest in investing and fundamental company analysis
Employment Details
- Full‑time, exempt position
- Based in New York with a hybrid work structure
