Senior Associate – Private Equity Valuations & Portfolio Analytics | Global PE firm

Boston, NH - USA

Monthly Salary: Not Disclosed

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Job Summary

A leading global alternative investment platform is seeking a Senior Associate to join its Private Equity Valuations & Portfolio Analytics function. This is a highly visible role partnering closely with investment professionals and senior finance leadership to support portfolio monitoring valuation execution and performance analysis across a diversified North American private equity portfolio.

The role offers meaningful exposure to senior stakeholders ownership of critical valuation processes and the opportunity to build a strong internal brand within a premier investment organization.

Key Responsibilities

Portfolio Monitoring & Analytics

Lead ongoing monitoring of portfolio company performance across multiple private equity investments
Collect analyze and synthesize key financial and operational metrics
Develop portfolio-level reporting for senior leadership and external stakeholders
Partner with investment teams to assess performance trends drivers and risks

Valuations

Own quarterly and annual valuation processes for private equity assets
Build and refine valuation models including:
Discounted Cash Flow (DCF)
Public and transaction comparables
Unit economics and capital structure waterfalls
Ensure consistency with fair value standards and industry best practices (e.g. ASC 820 / IPEV)
Coordinate with external auditors and support valuation reviews
Prepare valuation materials and insights for internal review committees and senior decision-makers

Ideal Candidate Profile

Experience in one or more of the following:

Private equity
Investment banking
Valuation advisory
Transaction services
Corporate finance
PE-focused audit or valuation

Strong grounding incorporate finance accounting and valuation methodologies

Experience with portfolio monitoring and private equity valuations strongly preferred

Highly analytical with exceptional attention to detail

Confident communicator capable of engaging senior stakeholders

Able to manage multiple priorities in a fast-paced deal-driven environment

Preferred but Not Required

CPA or CFA (or progress toward certification)
Experience with portfolio analytics tools (e.g. Anaplan Chronograph or similar)

Why This Role

High-impact visible seat supporting investment decision-making
Direct exposure to senior leadership and private equity deal teams
Broad view across multiple portfolio companies and investment strategies
Strong compensation structure with meaningful profit sharing
Hybrid flexibility and a professional business-casual culture

Compensation:

Base Salary andAnnual Bonus15%
Profit Sharing / Retirement Contribution:14% of total W-2
Total Annual Compensation:$110000 $140000
Benefits:Best-in-class healthcare generous PTO parental leave 401(k) and additional perks