Selby Jennings
Chicago, Illinois, United States
(on-site)
Posted
9 days ago
Job Type
Full Time
Industry
Other
Job Function
Other
Description
Experienced Analyst - Portfolio Valuations- A leading global advisory firm is seeking Experienced Analysts for its expanding Portfolio Valuation practice. The team operates in a hybrid environment with most in‑office work Monday-Thursday.
Role Overview
- Analysts support recurring valuations of illiquid debt and equity investments held by private equity firms, hedge funds, business development companies, and other institutional asset managers for fair value reporting. The role serves as the analytical foundation of the team, offering exposure to a wide range of asset classes, capital structures, and industries.
Key Responsibilities
- Analyze financial statements and perform both quantitative and qualitative assessments.
- Review investment materials such as memos, board presentations, capital structure documentation, and financial models.
- Build and update valuation analyses, including public comparables, precedent transactions, and discounted cash flow models.
- Identify relevant comparable companies and transactions using market data platforms.
- Conduct industry, market, and economic research.
- Prepare valuation deliverables and address inquiries from auditors and clients.
- Assist in preparing fee estimates, pitch materials, and internal pricing documentation.
- Support due diligence discussions and client communications.
- Manage administrative tasks such as invoicing and engagement close‑outs.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field, with a strong academic record.
- Approximately 1 year of experience in valuations, corporate finance, accounting, or a related discipline.
- Strong analytical skills and understanding of valuation methodologies (DCF, comps, etc.).
- Advanced Excel capabilities and strong PPT/Word proficiency; experience with integrated cash flow models preferred.
- Excellent communication, writing, organizational, and time‑management skills.
- Professional certifications (e.g., CPA or CFA Level I) preferred but not required.
- High integrity and alignment with a culture focused on excellence, collaboration, and professionalism.
- Visa sponsorship is not available
Job ID: 82504223
