Senior Valuation Associate jobs in United States
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Atlantic Group ยท 3 days ago

Senior Valuation Associate

positionBoston, MA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$95K/yr - $115K/yr
date2+ years exp

Atlantic Group is seeking a Senior Valuation Associate to perform valuation analyses on companies and their securities. The role involves monitoring portfolio performance, communicating with senior management, and managing the external valuation audit process.

B2BHuman ResourcesStaffing Agency
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
David Weinreich, MBA
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Responsibilities

Perform quarterly valuation analyses on companies and their securities across a wide range of industries using relevant qualitative and quantitative information gathered, through the application of internal valuation models for private credit and equity investments
Monitor performance of underlying portfolio companies, including spreading of financials and analytics
Communicate relevant trends and performance drivers to Senior Management, as well as reporting on portfolio company credit metrics
Liaise with Deal Team, Finance/Operations Team, and external valuation consultants
Synthesize data to support, challenge and reconcile conclusions, including back testing and stress testing
Propose enhancements and updates to procedures, processes and methodologies in line with best practices
Manage external valuation audit process from start to finish, including internal controls
Strong understanding of financial statement cohesiveness between the balance sheet, income statement and statement of cash flows
Familiarity with capital markets, corporate securities and capital structures, including financial modeling (i.e. fundamental analysis)
Strong financial statement analysis skills
Ability to prioritize multiple responsibilities and work under tight deadlines with superior organizational skills
Ability to decipher complex legal documents

Qualification

Valuation techniquesFinancial statement analysisFinancial modelingCPA licenseCFA charterLegal document analysisOrganizational skills

Required

2-4 years of direct accounting/finance experience with exposure to valuation techniques such as Discounted Cash Flows, and Market Comparables
Strong understanding of financial statement cohesiveness between the balance sheet, income statement and statement of cash flows
Familiarity with capital markets, corporate securities and capital structures, including financial modeling (i.e. fundamental analysis)
Strong financial statement analysis skills
Ability to prioritize multiple responsibilities and work under tight deadlines with superior organizational skills
Ability to decipher complex legal documents

Preferred

Preference for prior Credit/Direct Lending experience
Progression towards CPA license or CFA charter a plus

Company

Atlantic Group

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Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.
dateFounded in 2006
location
Nyack, New York, USA
people-size51-200 employees
web-link
http://atlanticrecruiters.com

H1B Sponsorship

Atlantic Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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John Ricco
Founding Partner
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Recent News

Business Wire
The Atlantic Group, Managing More Than $1.6 Billion in Client Assets, Joins Ameriprise Financial
2025-10-28
Company data provided by crunchbase