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SDL Search Partners · 1 day ago

Senior Valuations Associate - Private Credit

Boston, MA

Full-time

Hybrid

Mid, Senior Level

3+ years exp

SDL Search Partners is a Global Asset Management company seeking a Senior Valuations Associate for their Valuations team. The role involves managing portfolio valuations, partnering with various departments, and enhancing analytical tools to support reporting needs.

Staffing & Recruiting

Hiring Manager

David Lewis

Responsibilities

Develop and maintain analytical tools and dashboards to support customized internal and external reporting needs

Partner directly with the Deals, Finance, Legal, and Operations for portfolio activity

Manage quarterly valuation analytics related to portfolio company performance including data collection, review, and reporting

Enhance and maintain processes for gathering consistent financial and operational metrics across portfolio companies

Monitor and analyze performance metrics at the asset, fund, and portfolio levels throughout the investment lifecycle

Prepare materials for investor communications including marketing presentations, due diligence questionnaires, and other client-facing documents

Contribute to the design and implementation of system enhancements and process improvements across the team’s analytics infrastructure

Qualification

Private credit fund structuresPortfolio company performanceValuation analyticsGenevaExcel proficiencyCFACPAVisualization toolsFinancial services experience