S&P Global
Senior Associate, Private Equity & Credit Valuations
S&P Global, San Francisco, California, United States, 94199
Overview
Senior Associate, Private Equity & Credit Valuations. The team provides illiquid portfolio pricing valuation services for debt and equity positions without active market quotations. The department serves institutional investors and covers start-up, growth, mature and distressed assets globally, with offices in London, Dallas, Singapore, and Noida. Responsibilities
Deliver a range of valuation services for the alternative investment community, including private equity, private credit, real estate, infrastructure, hedge funds, banks, institutional investors and fund administrators, in connection with post-trade valuations. Apply valuation techniques and technology-enabled solutions to fulfill client commitments; liaise with valuation committees on adopted methodology, with auditors on regulatory requests, and with internal developers on new technology to streamline workload. Perform valuations on a wide range of illiquid investments across industries and geographies using accepted approaches; present analyses and conclusions, including written reports, and handle client valuation queries. Contribute to the design and enhancement of financial models used for valuations; build and maintain client relationships with management. Use AI tools to gather and clean financial, market, and operational data from structured and unstructured sources to improve input quality and valuation accuracy. Incorporate machine learning to identify patterns, improve forecast accuracy, and support scenario analysis for complex or illiquid investments. Leverage natural language processing to extract insights from investment memos, pitch books, earnings calls, and regulatory filings to support valuation assumptions. Qualifications
Qualified accountant or CFA charterholder (or in the process of obtaining qualification) Experience constructing and reviewing valuation models including DCF, comparable company/bond, and other intangible asset models Experience delivering valuations and responding to price challenges Strong knowledge of MS Excel, Word, and PowerPoint Broad knowledge of industry sectors such as Biotechnology & Pharmaceuticals, Food & Drug Retailing, Healthcare Providers & Services, or Software & IT Services Experience building and maintaining client relationships and prioritizing tasks to deliver valuations Ability to coordinate with internal teams across functions; strong analytical and problem-solving skills; strong verbal and written communication; strong team player Eligibility
This role is limited to persons with indefinite right to work in the United States. Flexible Working
We support flexibility where possible. Discuss the type of arrangement that works best for you at interview. Return to Work
We encourage and support return-to-work for individuals resuming after caring responsibilities. About S&P Global Market Intelligence
We provide accurate, deep insights and leading data and technology solutions to help customers make informed decisions. For more information, visit www.spglobal.com/marketintelligence. What’s In It For You?
Our purpose is to drive progress. We are a global team of 35,000+ colleagues focused on integrity, discovery, and partnership. We offer competitive compensation, benefits, learning opportunities, and a culture that values fairness and inclusivity. Benefits
Health & Wellness: comprehensive health care coverage Flexible downtime: generous time off Continuous learning: access to resources to grow your career Invest in your future: competitive pay, retirement planning, continuing education, and student loan contributions Family-friendly perks and other benefits Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, unemployment status, or any other status protected by law. If you need an accommodation during the application process, please contact EEO.Compliance@spglobal.com. US Candidates Only: EEO poster, pay transparency provisions and related information apply where required by law.
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Senior Associate, Private Equity & Credit Valuations. The team provides illiquid portfolio pricing valuation services for debt and equity positions without active market quotations. The department serves institutional investors and covers start-up, growth, mature and distressed assets globally, with offices in London, Dallas, Singapore, and Noida. Responsibilities
Deliver a range of valuation services for the alternative investment community, including private equity, private credit, real estate, infrastructure, hedge funds, banks, institutional investors and fund administrators, in connection with post-trade valuations. Apply valuation techniques and technology-enabled solutions to fulfill client commitments; liaise with valuation committees on adopted methodology, with auditors on regulatory requests, and with internal developers on new technology to streamline workload. Perform valuations on a wide range of illiquid investments across industries and geographies using accepted approaches; present analyses and conclusions, including written reports, and handle client valuation queries. Contribute to the design and enhancement of financial models used for valuations; build and maintain client relationships with management. Use AI tools to gather and clean financial, market, and operational data from structured and unstructured sources to improve input quality and valuation accuracy. Incorporate machine learning to identify patterns, improve forecast accuracy, and support scenario analysis for complex or illiquid investments. Leverage natural language processing to extract insights from investment memos, pitch books, earnings calls, and regulatory filings to support valuation assumptions. Qualifications
Qualified accountant or CFA charterholder (or in the process of obtaining qualification) Experience constructing and reviewing valuation models including DCF, comparable company/bond, and other intangible asset models Experience delivering valuations and responding to price challenges Strong knowledge of MS Excel, Word, and PowerPoint Broad knowledge of industry sectors such as Biotechnology & Pharmaceuticals, Food & Drug Retailing, Healthcare Providers & Services, or Software & IT Services Experience building and maintaining client relationships and prioritizing tasks to deliver valuations Ability to coordinate with internal teams across functions; strong analytical and problem-solving skills; strong verbal and written communication; strong team player Eligibility
This role is limited to persons with indefinite right to work in the United States. Flexible Working
We support flexibility where possible. Discuss the type of arrangement that works best for you at interview. Return to Work
We encourage and support return-to-work for individuals resuming after caring responsibilities. About S&P Global Market Intelligence
We provide accurate, deep insights and leading data and technology solutions to help customers make informed decisions. For more information, visit www.spglobal.com/marketintelligence. What’s In It For You?
Our purpose is to drive progress. We are a global team of 35,000+ colleagues focused on integrity, discovery, and partnership. We offer competitive compensation, benefits, learning opportunities, and a culture that values fairness and inclusivity. Benefits
Health & Wellness: comprehensive health care coverage Flexible downtime: generous time off Continuous learning: access to resources to grow your career Invest in your future: competitive pay, retirement planning, continuing education, and student loan contributions Family-friendly perks and other benefits Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, unemployment status, or any other status protected by law. If you need an accommodation during the application process, please contact EEO.Compliance@spglobal.com. US Candidates Only: EEO poster, pay transparency provisions and related information apply where required by law.
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