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About The Company Our client is a global investment firm with over $65 billion in AUM using strategies for its clients through syndicated leveraged loans, high yield bonds, asset-based leasing, and private equity.
Responsibilities
- Onboard newly originated investments and work closely with the underwriting teams
- Perform internal independent valuation analyses, incorporate and understand financial statements, transaction structures, market data, and any relevant investment considerations
- Perform monthly valuations of all illiquid securities and present analysis to the valuation committee
- Create and maintain financial models to track performance
- Assist in the preparation of quarterly portfolio review materials and present to portfolio managers
- Liaise with various internal groups as well as third-party valuation providers and auditors
Requirements
- Bachelor’s degree in finance, economics or accounting
- 1-3 years of experience within financial consulting and/or at a public accounting firm
- Experience with debt or equity valuation
- Knowledge of debt instruments
- Knowledge of Capital IQ or FactSet a plus
Salary Range
$100,000-$115,000
