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Details
  • Location: Boston MA
  • Type: Perm
  • Job #25148

Company Overview:
A leading global private investment firm with approximately $185 billion in assets under management is seeking a Senior Associate for its Global Private Equity team. The role focuses on portfolio management and valuations, collaborating with deal teams and the finance organization.

Job Responsibilities:

  • Lead ongoing portfolio monitoring, including collection of key financial metrics for operational performance tracking across multiple North America companies.
  • Develop and maintain portfolio-level reporting for senior leadership and limited partners.
  • Partner with deal teams to analyze business drivers and evaluate performance trends.
  • Drive quarterly and annual valuation processes across North America assets, ensuring consistency with valuation methodologies and industry best practices.
  • Build and refine detailed valuation models in collaboration with deal teams.
  • Manage relationships with auditors, coordinating information requests and supporting audit reviews.
  • Prepare and present valuation insights to Fund Controller for internal valuation committees and senior investment partners.

Qualifications:

  • 3–5+ years of relevant experience in private equity, investment banking, valuation advisory, transaction services, corporate finance, or PE specific audit/valuation.
  • Understanding of corporate finance and valuation frameworks.
  • Experience with portfolio monitoring and valuations within a private equity environment strongly preferred.
  • Bachelor’s degree in finance, economics, accounting, or related field; CPA or CFA designation or progress toward is a plus.
  • Anaplan and/or Chronograph experience a plus.

Compensation:
Salary: $95,000 – $110,000, Plus Bonus

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