Coda Search│Staffing · 2 days ago
Valuations Associate
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
$130K/yr - $175K/yr
2+ years expCoda Search is recruiting for a global asset management group seeking to hire a Valuations Associate in Charlotte, NC. This role involves preparing financial models, valuing debt products, and working closely with senior leadership across various asset classes.
ConsultingRecruitingStaffing Agency
Responsibilities
Preparing detailed analysis and assisting with the valuation processes across a variety of different asset classes
Utilize excel to create models and evaluate each asset class
Update and manage current models and their methodology
Create and manage DCF models
Work cross-functionally across operations, finance, and IR
Work closely with senior partners on new investment opportunities and prepare reports on findings
Qualification
Required
Bachelor's degree required
2+ years experience out of Big 4 or banking rotation program
Advanced excel skills
Experience building models from scratch
Preferred
CFA a plus
Company
Coda Search│Staffing
At Coda, we believe the best way to serve our clients is through an inclusive and personalized approach. We’re not order-takers, we’re consultants.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Linh Nguyen
Chief Operating Officer
Recent News
2025-08-13
Company data provided by crunchbase