S&P Global
Principal - Private Valuations, Structured Specialist
S&P Global, Dallas, Texas, United States, 75215
Overview
Principal - Private Valuations, Structured Specialist role at S&P Global. About The Role Grade Level (for internal use): 11. The Team: As a market leader in illiquid portfolio pricing valuation services, our Private Equity professionals assist clients in post-trade valuation of alternative investments, specifically for debt and equity positions where no active market quotations are available. Since inception in 2014, the department has been among the fastest growing areas within S&P Global. Our teams in London, Dallas, Singapore, and Noida support a wide range of institutional investors and cover notable names across startup, growth, mature, and distressed stages globally. Responsibilities & Impact
The Principal, Private Valuations, Structured Specialist, will deliver valuation services to 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 for their alternative investment positions. Use valuation techniques and technology-enabled solutions to fulfil client commitments. On a day-to-day basis, work with Excel, Intex, and Intex Link to build and review cashflow models, use SQL for data extraction and reconciliation, and apply Python to automate tasks and improve efficiency. Collaborate with internal teams to refine models and ensure accuracy, transparency, and scalability in all valuation deliverables. Periodically liaise with valuation committees on adopted methodology, with auditors on regulatory requests and internal developers on new technology to streamline workload. Perform valuations on a broad range of illiquid investments—including ABS, CLOs, CMBS, and other structured products—across multiple industries and geographies, applying accepted valuation approaches and best practices. Prepare and present analyses and conclusions, including clear written reports, and respond to valuation-related questions from clients, auditors, and internal stakeholders. Contribute to the design, testing, and enhancement of financial models and workflow tools used in the valuation process, collaborating with developers and senior team members. Use AI tools to gather and clean financial, market, and operational data from various structured and unstructured sources to improve efficiency and accuracy in valuation inputs. Incorporate machine learning to identify patterns in historical valuation data, improve forecast accuracy, and support scenario analysis for complex or illiquid investments. Leverage Natural Language Processing to extract key insights from investment memos, pitch books, earnings calls, and regulatory filings to support valuation assumptions. Partner with management to build, maintain, and deepen client relationships through consistent communication and high-quality deliverables. Qualifications
Qualified accountant or CFA charterholder (or in process of obtaining qualification) Solid experience of constructing and reviewing valuation models and other financial models including DCF, comparable company/bond, and other intangible asset models Hands-on exposure to securitizations, including CLOs, ABS, or CMBS Experience of managing delivery of valuations and provision of responses to price challenges Knowledge of software packages including MS Excel, Word, and PowerPoint. Proficiency in tools such as Intex (IntexCalc and IntexLink), advanced Excel, Python, and SQL is highly valued Broad understanding of SPV structures and underlying asset classes, including ABS, CLOs, CMBS Experience of building and maintaining client relationships Experience in prioritizing tasks in order to deliver valuations Ability to coordinate with internal teams across a variety of functions Strong analytical and problem solving skills Strong verbal and written communication skills Strong team player Additional Details
This role is limited to persons with indefinite right to work in the United States. Flexible Working: We welcome flexible work arrangements where possible; discuss during interview. Return to Work: We encourage returners to apply and will support your return to the workplace. About S&P Global Market Intelligence
At S&P Global Market Intelligence, we deliver accurate, deep information and insights. For more information, visit www.spglobal.com/marketintelligence. What’s In It For You
Our purpose and values: Integrity, Discovery, Partnership. We are a diverse, global team focused on driving essential intelligence and helping customers make informed decisions. Benefits include health care, flexible downtime, learning opportunities, retirement planning, and family-friendly perks. For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries. Equal Opportunity Employer: S&P Global is an equal opportunity employer. If you need an accommodation during the application process, please contact EEO.Compliance@spglobal.com. Job ID: 319953 | Posted On: 2025-09-19 | Location: New York, New York, United States
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Principal - Private Valuations, Structured Specialist role at S&P Global. About The Role Grade Level (for internal use): 11. The Team: As a market leader in illiquid portfolio pricing valuation services, our Private Equity professionals assist clients in post-trade valuation of alternative investments, specifically for debt and equity positions where no active market quotations are available. Since inception in 2014, the department has been among the fastest growing areas within S&P Global. Our teams in London, Dallas, Singapore, and Noida support a wide range of institutional investors and cover notable names across startup, growth, mature, and distressed stages globally. Responsibilities & Impact
The Principal, Private Valuations, Structured Specialist, will deliver valuation services to 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 for their alternative investment positions. Use valuation techniques and technology-enabled solutions to fulfil client commitments. On a day-to-day basis, work with Excel, Intex, and Intex Link to build and review cashflow models, use SQL for data extraction and reconciliation, and apply Python to automate tasks and improve efficiency. Collaborate with internal teams to refine models and ensure accuracy, transparency, and scalability in all valuation deliverables. Periodically liaise with valuation committees on adopted methodology, with auditors on regulatory requests and internal developers on new technology to streamline workload. Perform valuations on a broad range of illiquid investments—including ABS, CLOs, CMBS, and other structured products—across multiple industries and geographies, applying accepted valuation approaches and best practices. Prepare and present analyses and conclusions, including clear written reports, and respond to valuation-related questions from clients, auditors, and internal stakeholders. Contribute to the design, testing, and enhancement of financial models and workflow tools used in the valuation process, collaborating with developers and senior team members. Use AI tools to gather and clean financial, market, and operational data from various structured and unstructured sources to improve efficiency and accuracy in valuation inputs. Incorporate machine learning to identify patterns in historical valuation data, improve forecast accuracy, and support scenario analysis for complex or illiquid investments. Leverage Natural Language Processing to extract key insights from investment memos, pitch books, earnings calls, and regulatory filings to support valuation assumptions. Partner with management to build, maintain, and deepen client relationships through consistent communication and high-quality deliverables. Qualifications
Qualified accountant or CFA charterholder (or in process of obtaining qualification) Solid experience of constructing and reviewing valuation models and other financial models including DCF, comparable company/bond, and other intangible asset models Hands-on exposure to securitizations, including CLOs, ABS, or CMBS Experience of managing delivery of valuations and provision of responses to price challenges Knowledge of software packages including MS Excel, Word, and PowerPoint. Proficiency in tools such as Intex (IntexCalc and IntexLink), advanced Excel, Python, and SQL is highly valued Broad understanding of SPV structures and underlying asset classes, including ABS, CLOs, CMBS Experience of building and maintaining client relationships Experience in prioritizing tasks in order to deliver valuations Ability to coordinate with internal teams across a variety of functions Strong analytical and problem solving skills Strong verbal and written communication skills Strong team player Additional Details
This role is limited to persons with indefinite right to work in the United States. Flexible Working: We welcome flexible work arrangements where possible; discuss during interview. Return to Work: We encourage returners to apply and will support your return to the workplace. About S&P Global Market Intelligence
At S&P Global Market Intelligence, we deliver accurate, deep information and insights. For more information, visit www.spglobal.com/marketintelligence. What’s In It For You
Our purpose and values: Integrity, Discovery, Partnership. We are a diverse, global team focused on driving essential intelligence and helping customers make informed decisions. Benefits include health care, flexible downtime, learning opportunities, retirement planning, and family-friendly perks. For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries. Equal Opportunity Employer: S&P Global is an equal opportunity employer. If you need an accommodation during the application process, please contact EEO.Compliance@spglobal.com. Job ID: 319953 | Posted On: 2025-09-19 | Location: New York, New York, United States
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