Eclipse Recruiting Solutions
Position Overview
The Valuations Associate is part of a team responsible for Private Equity, Credit and Real Estate portfolio valuation reporting as well as valuation related exercises for AGM’s public company reporting. The Valuation Associate will also provide a range of key portfolio company statistics and fund level results to various groups at Apollo including Marketing, Legal, Financial Reporting, Budgeting and Investor Relations. Primary Responsibilities
Facilitate the Valuation Process in the Private Equity, Credit, and Real Estate segments Value financial instruments and and complex corporate securities Analyze equity/debt/commodities financial market data history and other quantitative techniques Develop a deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge throughout Apollo Coordinate with third party valuation firms and deal teams to create accurate, timely valuations Validate and update valuation models and inputs and assess applicable methodologies Create summary materials highlighting significant changes/events, to be presented to the valuations committees for their review and approval of all valuations Perform advisory valuation services to various business units on an ad hoc basis Produce senior management reports summarizing the results of the fund’s performance on a daily, monthly, and quarterly timeframe Review and update Fund reports and Marketing materials sent to existing/potential investors. Generate detailed materials and responses for Investor meetings, inquires and surveys Prepare documentation in support of compliance with SOX and external audit requirements Qualifications & Experience
3-5 years of related work experience Experience in building valuation models (DCF, Comp Multiple and Option Models) Experience with capital markets/credit valuations preferred (ex. illiquid investments, bank loans, mezzanine loans, and equity) Demonstrated technical, analytical and problem-solving skills Understanding of Alternative Investment strategies and products Ability to complete financial models under the pressure of tight deadlines Apply modeling techniques to challenging, real-world problems Strong functional background working with excel Familiarity with financial services applications (CapIQ, Bloomberg, etc.) a plus Bachelor's or Master's degree in Finance, Accounting or Economics Finance, Valuations or Investment Banking training program preferred CFA professional designation or working towards preferred but not required
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The Valuations Associate is part of a team responsible for Private Equity, Credit and Real Estate portfolio valuation reporting as well as valuation related exercises for AGM’s public company reporting. The Valuation Associate will also provide a range of key portfolio company statistics and fund level results to various groups at Apollo including Marketing, Legal, Financial Reporting, Budgeting and Investor Relations. Primary Responsibilities
Facilitate the Valuation Process in the Private Equity, Credit, and Real Estate segments Value financial instruments and and complex corporate securities Analyze equity/debt/commodities financial market data history and other quantitative techniques Develop a deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge throughout Apollo Coordinate with third party valuation firms and deal teams to create accurate, timely valuations Validate and update valuation models and inputs and assess applicable methodologies Create summary materials highlighting significant changes/events, to be presented to the valuations committees for their review and approval of all valuations Perform advisory valuation services to various business units on an ad hoc basis Produce senior management reports summarizing the results of the fund’s performance on a daily, monthly, and quarterly timeframe Review and update Fund reports and Marketing materials sent to existing/potential investors. Generate detailed materials and responses for Investor meetings, inquires and surveys Prepare documentation in support of compliance with SOX and external audit requirements Qualifications & Experience
3-5 years of related work experience Experience in building valuation models (DCF, Comp Multiple and Option Models) Experience with capital markets/credit valuations preferred (ex. illiquid investments, bank loans, mezzanine loans, and equity) Demonstrated technical, analytical and problem-solving skills Understanding of Alternative Investment strategies and products Ability to complete financial models under the pressure of tight deadlines Apply modeling techniques to challenging, real-world problems Strong functional background working with excel Familiarity with financial services applications (CapIQ, Bloomberg, etc.) a plus Bachelor's or Master's degree in Finance, Accounting or Economics Finance, Valuations or Investment Banking training program preferred CFA professional designation or working towards preferred but not required
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