Valuations Analyst - Daley and Associates
Boston, MA
About the Job
Valuations Specialist - Asset Management - Boston
Position Overview
We are seeking a Valuations Specialist with 2-4 years of experience with a focus on Private Debt. The ideal candidate will possess a blend of finance/accounting acumen coupled with robust analytical and communication skills.
Responsibilities:
Qualifications:
Contact Erin Sullivan at esullivan@daleyaa.com if you are interested in being considered for this opportunity!
#LI-ES1
Position Overview
We are seeking a Valuations Specialist with 2-4 years of experience with a focus on Private Debt. The ideal candidate will possess a blend of finance/accounting acumen coupled with robust analytical and communication skills.
Responsibilities:
- Coordinating monthly and quarterly valuation processes, liaising with internal and external stakeholders, including third-party service providers
- Preparing comprehensive summary packages
- Supporting annual audits and interim reviews
Qualifications:
- A Bachelor’s degree in Finance or Accounting
- CPA/CFA accreditation preferred but not required
- 2-4 years of experience in financial services.
- Proficiency in reviewing and constructing valuation models
- Knowledge of capital markets
- Experience with debt instruments
- Familiarity with financial statements and metrics
- Proficiency in Microsoft Excel
- Ability to thrive in a dynamic, results-driven environment, with meticulous attention to detail and a collaborative approach to problem-solving.
Contact Erin Sullivan at esullivan@daleyaa.com if you are interested in being considered for this opportunity!
#LI-ES1
Source : Daley and Associates