Chase · 4 months ago
Valuation Controller Private Equity - Senior Associate
277 Park Ave, New York, NY, 10172, US
Full-time
Onsite
Mid, Senior Level
$101K/yr - $145K/yr
5+ years expJPMorgan Chase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. The Valuation Control - Senior Associate role involves assessing the fair value of Private Equity investments and collaborating with various functional groups to enhance control frameworks and ensure accurate valuations.
BankingFinancial Services
Responsibilities
Assess the fair value of Private Equity investments, warrants, CLNs
Assist with various Valuation Control Group (VCG) established practices and control initiatives as well as perform necessary work relating to management reporting, regulatory mandates and consistency within the broader VCG framework
Partner with various functional groups on valuation related issues and develop/implement appropriate measures with the goal of ensuring fair value
Enhance existing control framework including reviewing independent pricing processes, assessing potential coverage developments and implementing new tools to enhance control efficiency
Participate in other value-added projects related to Business, Risk, and Finance initiatives
Qualification
Required
5 years of hands-on private equity valuation experience at a valuation consulting firm, public accounting firm, fund or a bank
5 years of experience analyzing financial statements and reviewing legal documents (e.g. shareholder agreements, articles of incorporation, credit agreements etc.)
Understanding OPM models and other capital allocation methodologies
Understanding of current accounting and regulatory developments pertaining to valuation of financial instruments
Keen eye for potential control deficiencies and desire/ability to rectify
Attention to detail while also be able to communicate to senior stakeholders in succinct/clear fashion
Excellent communication skills both verbally and in writing
Ability to perform within a high pressure and time-sensitive environment
Capacity to understand complex concepts and effectively challenge peers in other groups across the organization
Preferred
Undergraduate degree with finance, accounting, and economics major preferred
Knowledge of Bloomberg and CAPIQ (is a plus otherwise will be required to learn)
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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