Confidential
Valuation Analyst
Chicago, IL
Hybrid | $85,000$115,000 base + bonus
We are seeking a
Valuation Analyst
to join a team focused on valuing, tracking, and analyzing a portfolio of private investments. This role provides exposure to a wide range of credit and equity instruments, financial modeling, and ongoing performance monitoring within a dynamic, fast-paced environment.
Key Responsibilities Assist with onboarding new investments and ensuring all data, terms, and financial information are accurately incorporated into internal systems Perform recurring valuations of private and illiquid securities, applying financial statements, deal terms, and market indicators to support conclusions Build and maintain models to track company performance, capital structures, and key drivers Support preparation of periodic portfolio updates and provide analytical insights to senior team members Conduct independent valuation reviews and summarize findings for internal discussions Coordinate with cross-functional groups including investment teams, analytics, operations, and reportingto ensure smooth execution of valuation and monitoring processes Interact with external firms, such as valuation specialists and auditors, as needed
Qualifications Bachelors degree in Finance, Accounting, Economics, or a related field 13 years of experience in valuations, corporate finance, investment banking, asset management, public accounting, or a related analytical role Strong understanding of financial statements, credit fundamentals, and valuation techniques Advanced Excel skills and experience building financial models Familiarity with financial research tools a plus Excellent communication skills and the ability to work efficiently under deadlines Demonstrated interest in investing, valuation, or company-level analysis
Chicago, IL
Hybrid | $85,000$115,000 base + bonus
We are seeking a
Valuation Analyst
to join a team focused on valuing, tracking, and analyzing a portfolio of private investments. This role provides exposure to a wide range of credit and equity instruments, financial modeling, and ongoing performance monitoring within a dynamic, fast-paced environment.
Key Responsibilities Assist with onboarding new investments and ensuring all data, terms, and financial information are accurately incorporated into internal systems Perform recurring valuations of private and illiquid securities, applying financial statements, deal terms, and market indicators to support conclusions Build and maintain models to track company performance, capital structures, and key drivers Support preparation of periodic portfolio updates and provide analytical insights to senior team members Conduct independent valuation reviews and summarize findings for internal discussions Coordinate with cross-functional groups including investment teams, analytics, operations, and reportingto ensure smooth execution of valuation and monitoring processes Interact with external firms, such as valuation specialists and auditors, as needed
Qualifications Bachelors degree in Finance, Accounting, Economics, or a related field 13 years of experience in valuations, corporate finance, investment banking, asset management, public accounting, or a related analytical role Strong understanding of financial statements, credit fundamentals, and valuation techniques Advanced Excel skills and experience building financial models Familiarity with financial research tools a plus Excellent communication skills and the ability to work efficiently under deadlines Demonstrated interest in investing, valuation, or company-level analysis