Daley And Associates, LLC
Head of Private Valuation, VP (Boston)
Daley And Associates, LLC, Boston, Massachusetts, United States
2 days ago Be among the first 25 applicants
Head of Private Valuation – Boston, MA A leading global investment management firm is seeking a Head of Private Valuation to oversee and execute the valuation processes for private and complex securities across a diverse range of funds and accounts. This high‑impact role is responsible for driving valuation governance, supporting senior committees, and collaborating across key functions such as Operations, Compliance, Risk, and Portfolio Management.
This position will pay between $215,000-220,000 on a base.
Responsibilities
Lead, develop, and enhance the valuation framework for private instruments
Perform independent valuations for a wide range of securities, including structured products, private equity, private credit, and other illiquid investments
Conduct hands‑on valuation calculations for private credit holdings
Analyze market data (prices, yields, comps) to determine inputs for valuation models
Prepare clear documentation of valuation procedures, assumptions, and conclusions for reporting and audits
Coordinate with third‑party valuation experts, pricing vendors, and auditors to ensure accuracy and robustness
Support traditional investment valuation workflows
Prepare materials and present valuation matters to senior committees, including Valuation Committees and Fund Boards
Requirements
Bachelor’s degree in Accounting, Finance, Business, or related field
7–10 years of experience preparing or auditing private security valuations
5+ years of hands‑on private credit valuation experience
CPA, CFA, or other relevant certifications considered a plus
Deep knowledge of private credit instruments, structured debt, bank loans, and other illiquid securities
Expertise in technical accounting standards and valuation methodologies for complex/private investments
Proficiency in Microsoft Office (Excel, Word, PowerPoint), with experience using Bloomberg and market data tools
For immediate consideration, please reach out directly to Kelly Hanlon at
khanlon@daleyaa.com .
Seniority level: Executive | Employment type: Full‑time | Job function: Business Development | Industries: Staffing and Recruiting
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Head of Private Valuation – Boston, MA A leading global investment management firm is seeking a Head of Private Valuation to oversee and execute the valuation processes for private and complex securities across a diverse range of funds and accounts. This high‑impact role is responsible for driving valuation governance, supporting senior committees, and collaborating across key functions such as Operations, Compliance, Risk, and Portfolio Management.
This position will pay between $215,000-220,000 on a base.
Responsibilities
Lead, develop, and enhance the valuation framework for private instruments
Perform independent valuations for a wide range of securities, including structured products, private equity, private credit, and other illiquid investments
Conduct hands‑on valuation calculations for private credit holdings
Analyze market data (prices, yields, comps) to determine inputs for valuation models
Prepare clear documentation of valuation procedures, assumptions, and conclusions for reporting and audits
Coordinate with third‑party valuation experts, pricing vendors, and auditors to ensure accuracy and robustness
Support traditional investment valuation workflows
Prepare materials and present valuation matters to senior committees, including Valuation Committees and Fund Boards
Requirements
Bachelor’s degree in Accounting, Finance, Business, or related field
7–10 years of experience preparing or auditing private security valuations
5+ years of hands‑on private credit valuation experience
CPA, CFA, or other relevant certifications considered a plus
Deep knowledge of private credit instruments, structured debt, bank loans, and other illiquid securities
Expertise in technical accounting standards and valuation methodologies for complex/private investments
Proficiency in Microsoft Office (Excel, Word, PowerPoint), with experience using Bloomberg and market data tools
For immediate consideration, please reach out directly to Kelly Hanlon at
khanlon@daleyaa.com .
Seniority level: Executive | Employment type: Full‑time | Job function: Business Development | Industries: Staffing and Recruiting
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