NorthMark Strategies · 4 months ago
Sr. Associate - Valuations
NorthMark Strategies is a leading investment firm focused on building enduring businesses through innovation and engineering. They are seeking a Senior Associate to provide timely valuations and investment reporting, collaborating closely with various teams to enhance capabilities in valuation analysis and performance reporting.
AdviceFinancial ServicesVenture Capital
Responsibilities
Support the monthly and quarterly investor reporting processes providing qualitative and quantitative perspectives on asset performance
Be a motivated, creative, self-starter that can develop compelling valuation and performance reporting analysis with a high degree of autonomy
Value portfolio companies using traditional methodologies such as DCF, public company multiples, and precedent transaction multiples, as well as simulation-based modeling
Calculate performance return metrics and benchmarking analysis for private capital portfolios
Interface with portfolio companies and internal teams (investments, accounting, finance, tax, and treasury) in data gathering and analysis and provide ad hoc cross-functional support across all aspects of investment management business
Qualification
Required
4-7 years of related experience in valuation, private equity, or banking
Bachelor's degree in quantitative field
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred
CFA or CIPM designation or progress in one of these programs would be a plus
Experience with fair value measurement concepts would be a plus
Experience with alternative asset return calculations and investor reporting would be a plus
Experience with python and a familiarity with code development would be a plus
Benefits
100% Employer-Paid Medical in our High Deductible Health Plan
Dental and Vision benefits for employees and their families
16 weeks of Paid Parental Leave
Employee Assistance Program
Life insurance
Short-Term Disability and Long-Term Disability
401(k): Company will match 100% of your contributions up to 6%
Medical insurance in our PPO plan
Health Savings Accounts (with Company Contribution!)
Flexible Spending Accounts
Supplemental Life Insurance
Wellhub
25 days of Paid Time Off plus 12 company holidays
Company
NorthMark Strategies
NorthMark Strategies is a multi-strategy investment firm managing diverse portfolios and offering advisory services across sectors.
Funding
Current Stage
Growth StageCompany data provided by crunchbase