Senior Associate – Private Equity Valuations & Portfolio Analytics | Global PE firm jobs in United States
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Origin Staffing · 1 day ago

Senior Associate – Private Equity Valuations & Portfolio Analytics | Global PE firm

Origin Staffing is a leading global alternative investment platform seeking a Senior Associate to join its Private Equity Valuations & Portfolio Analytics function. This role involves monitoring portfolio performance, executing valuations, and analyzing performance across a diversified North American private equity portfolio.

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Hiring Manager
Jared Weber
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Responsibilities

Lead ongoing monitoring of portfolio company performance across multiple private equity investments
Collect, analyze, and synthesize key financial and operational metrics
Develop portfolio-level reporting for senior leadership and external stakeholders
Partner with investment teams to assess performance trends, drivers, and risks
Own quarterly and annual valuation processes for private equity assets
Build and refine valuation models including:
Discounted Cash Flow (DCF)
Public and transaction comparables
Unit economics and capital structure waterfalls
Ensure consistency with fair value standards and industry best practices (e.g., ASC 820 / IPEV)
Coordinate with external auditors and support valuation reviews
Prepare valuation materials and insights for internal review committees and senior decision-makers

Qualification

Private equityValuation methodologiesCorporate financePortfolio monitoringAnalytical skillsCPACFAPortfolio analytics toolsCommunication skillsAttention to detailTime management

Required

3–6+ years of experience in one or more of the following: Private equity, Investment banking, Valuation advisory, Transaction services, Corporate finance, PE-focused audit or valuation
Strong grounding in corporate finance, accounting, and valuation methodologies
Experience with portfolio monitoring and private equity valuations strongly preferred
Highly analytical with exceptional attention to detail
Confident communicator capable of engaging senior stakeholders
Able to manage multiple priorities in a fast-paced, deal-driven environment

Preferred

CPA or CFA (or progress toward certification)
Experience with portfolio analytics tools (e.g., Anaplan, Chronograph, or similar)

Benefits

Best-in-class healthcare
Generous PTO
Parental leave
401(k)
Additional perks

Company

Origin Staffing

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Origin Staffing provides recruiting services for the finance and accounting sectors.

Funding

Current Stage
Early Stage
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