PE Valuation Senior Associate

Overview

Our client is a dynamic investment platform that blends capital, innovation, and engineering to build and scale enduring businesses. With a portfolio spanning energy, motorsports, advanced technology, and high performance computing infrastructure, the firm is known for its hands on approach to value creation. Unlike traditional private equity firms, they operate and transform the companies they invest in bringing strategic insight and technical horsepower to every stage of the investment lifecycle.

The Opportunity

The firm is seeking a Senior Valuations Associate to join its Global Portfolio Analytics team. This role reports directly to the SVP of Global Portfolio Analytics and plays a critical part in valuation, performance measurement, and investor reporting across a diverse portfolio of private capital investments. This is an ideal opportunity for someone with strong valuation experience, either in-house at a private equity firm or in a consulting capacity, who thrives in a fast-paced, entrepreneurial environment.

Responsibilities

• Lead monthly and quarterly valuation and investor reporting processes
• Build and enhance valuation models (DCF, public comps, precedent transactions, simulation-based modeling)
• Calculate performance metrics and benchmarking for private capital portfolios
• Collaborate with internal teams (investments, finance, tax, treasury) and portfolio companies
• Provide ad hoc analysis and support across the investment lifecycle

Qualifications

• 4-9 years of experience in valuation, private equity, or investment banking
• Strong modeling skills; ability to build from scratch
• Familiarity with fair value measurement and private capital return metrics
• CFA or CIPM designation (or progress toward one) is a strong plus
• Python, R, or SAS experience is a plus (not required)
• Strong communication skills and ability to work independently
• Sector-agnostic background is welcome

Compensation

• Base : $150,000 - $170,000 base + bonus
• Experience-based ranges : 4-6 years ~ $150K base + ~$40K bonus; 6-8 years ~ $170K base + ~$50K bonus

Location and Employment Type

• Location: Stamford, CT
• Type: Full-Time, On-Site

Why Join

This is a rare chance to join a high-impact team at a firm that doesn't just invest; it builds. You'll work alongside professionals who are passionate about innovation, data, and operational excellence, helping shape the future of businesses across multiple industries.

Job Function

• Finance

Seniority Level

• Mid-Senior level

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