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Trinity Capital · 1 month ago

Valuation Analyst

Phoenix, AZ

Full-time

Onsite

Mid, Senior Level

4+ years exp

Trinity Capital Inc. is an international alternative asset manager seeking an experienced professional for the role of Senior Analyst – Portfolio Valuation. This key finance position involves leading accurate investment valuations, enhancing reporting, and collaborating across teams to support strategic decision-making.

FinanceFinancial ServicesLendingVenture Capital

Hiring Manager

Madysen Weis, PHR

Responsibilities

Oversee the debt and equity portfolio valuation process including preparation of complex valuation models for the Company’s investment portfolio on a monthly/quarterly basis

Assist with quarterly and annual audit of the Company’s investment valuations; coordinating auditor requests and resolving inquiries

Prepare valuation committee materials and reporting for senior management, ensuring clarity and accuracy

Ensure valuation process maintains effective SOX compliance and adhere to internal controls

Continuously improve valuation processes by utilizing new technologies, tools and best practices

Coordinate with third party valuation firms, reviewing reports, validating assumptions, and resolving discrepancies

Maintain frequent communication with industry valuation experts and monitor macroeconomic trends that may impact the Company’s portfolio valuations

Collaborate with internal teams like Portfolio Management, Finance and Accounting to ensure alignment and accuracy of valuation assumptions and reporting

Develop, document, and maintain internal valuation policies, procedures, and methodologies in accordance with industry standards

Support ad-hoc analyses, special projects, process enhancements