Senior Associate, Valuations

Neos Talent

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profile Job Location:

New York City, NY - USA

profile Monthly Salary: $ 130000 - 150000
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Job Description

Senior Associate Valuations FinTech New York NY (Hybrid)

About the Company
Our client is a fast-growing FinTech firm at the intersection of AI data and private capital markets. Backed by leading global investors and industry pioneers the company provides cutting-edge technology that automates valuation data extraction and monitoring for private equity venture capital and private credit portfolios. With rapid global expansion and a Series B funding round exceeding $50 million the firm is redefining how private assets are valued and managed.

The Opportunity
Were seeking a Senior Associate Valuations to join a talented team of finance and technology professionals. This is a unique opportunity for someone from a Big 4 or top-tier valuation background to leverage their expertise in a fast-moving technology environment. The role combines hands-on valuation work client management and collaboration with product and engineering teams to build the next generation of valuation intelligence tools.

Key Responsibilities

  • Lead and review complex portfolio valuations equity waterfalls and financial models for private equity and venture clients.
  • Partner with product and data science teams to shape AI-powered valuation tools and improve platform accuracy.
  • Manage client relationships independently across private capital and institutional investor portfolios.
  • Deliver research and insights across global industries ensuring robust and consistent valuation methodologies.
  • Train and mentor junior professionals contributing to a culture of collaboration and excellence.

About You

  • 47 years of experience in valuation financial advisory or transaction services (Big 4 or top-tier firm preferred).
  • Professional qualification such as CPA CFA or MBA strongly preferred.
  • Deep understanding of valuation methodologies cap tables allocation waterfalls and financial statement analysis.
  • Strong communication and client-management skills.
  • Interest in technology AI and the digital transformation of finance.

Whats on Offer

  • Base salary: $130000 $150000 performance bonus.
  • Opportunity to work at the forefront of AI-driven finance innovation.
  • Collaborative entrepreneurial culture with strong growth potential.
  • Hybrid work environment based in New York City.

Required Experience:

Senior IC

Job DescriptionSenior Associate Valuations FinTech New York NY (Hybrid)About the CompanyOur client is a fast-growing FinTech firm at the intersection of AI data and private capital markets. Backed by leading global investors and industry pioneers the company provides cutting-edge technology that a...
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Key Skills

  • Business Development
  • Organizational Management
  • GAAP
  • Accounting
  • Analysis Skills
  • Meeting Facilitation
  • Microsoft Powerpoint
  • Investment Banking
  • Microsoft Excel
  • Private equity
  • Financial Modeling
  • Writing Skills

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