Job Description

*Client is a private equity / venture capital fund

Responsibilities:

• Oversee external valuation providers by organizing and delivering essential data for their use.
• Create, update, review, and maintain valuation models in compliance with the firm’s guidelines.
• Analyze and track the performance of portfolio companies to support informed valuation decisions.
• Lead the quarterly valuation process, ensuring accurate reflection in financial statements and the firm’s internal systems.
• Manage portfolio company data in partnership with external vendors and maintain records using the firm’s proprietary software platform.
• Present portfolio company data in a manner that highlights key insights for investment leads.
• Develop ad hoc financial models and analyses related to fund and portfolio performance.
• Contribute to the creation of critical external-facing materials, including presentations for the annual investor meeting, advisory board sessions, and semiannual reports, working collaboratively across teams.
• Support the preparation of fundraising materials in conjunction with the investor relations team.

Required Qualifications:

• A minimum of three years of relevant valuation experience at a leading accounting, consulting, or valuation firm, or within private equity/venture capital

42543

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