Daley And Associates, LLC.
Senior Associate, Valuation & Strategic Analysis - 26718
Daley And Associates, LLC., Boston, Massachusetts, us, 02298
Senior Associate, Valuation & Strategic Analysis - 26718
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Role Summary: The Senior Associate will join a team dedicated to portfolio valuation and strategic financial analysis. This role involves close collaboration with internal teams across finance, investor relations, and investments, supporting key initiatives such as quarterly valuations, portfolio risk assessments, investor reporting, and fund performance analysis.
Key Responsibilities:
Conduct valuations across a variety of portfolio companies within the firm’s core investment sectors
Develop materials for internal reporting and external fundraising efforts
Support new fund initiatives and respond to investor due diligence inquiries
Create customized reports for internal stakeholders, including senior leadership
Qualifications: The ideal candidate will bring a mix of analytical expertise, business acumen, and strong communication skills. Specific qualifications include:
Bachelor’s degree in Finance, Accounting, or Economics; advanced credentials (MBA/CFA) a plus
2–3 years of relevant experience
Proven ability to work independently and manage priorities in a fast-paced, team-oriented environment
Strong problem-solving capabilities and attention to detail
Effective written and verbal communication skills
High level of proficiency in Excel
Professional demeanor and strong sense of ownership over deliverables
This is a full-time role offering strong compensation ($125K base). To apply, please send your resume to Kyle Archer at karcher@daleyaa.com.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Industries
Staffing and Recruiting
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Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Daley And Associates, LLC.
Role Summary: The Senior Associate will join a team dedicated to portfolio valuation and strategic financial analysis. This role involves close collaboration with internal teams across finance, investor relations, and investments, supporting key initiatives such as quarterly valuations, portfolio risk assessments, investor reporting, and fund performance analysis.
Key Responsibilities:
Conduct valuations across a variety of portfolio companies within the firm’s core investment sectors
Develop materials for internal reporting and external fundraising efforts
Support new fund initiatives and respond to investor due diligence inquiries
Create customized reports for internal stakeholders, including senior leadership
Qualifications: The ideal candidate will bring a mix of analytical expertise, business acumen, and strong communication skills. Specific qualifications include:
Bachelor’s degree in Finance, Accounting, or Economics; advanced credentials (MBA/CFA) a plus
2–3 years of relevant experience
Proven ability to work independently and manage priorities in a fast-paced, team-oriented environment
Strong problem-solving capabilities and attention to detail
Effective written and verbal communication skills
High level of proficiency in Excel
Professional demeanor and strong sense of ownership over deliverables
This is a full-time role offering strong compensation ($125K base). To apply, please send your resume to Kyle Archer at karcher@daleyaa.com.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Industries
Staffing and Recruiting
Referrals increase your chances of interviewing at Daley And Associates, LLC. by 2x
Get notified about new Senior Associate jobs in
Boston, MA .
#J-18808-Ljbffr