First lien (1L) debt valuation

Job Description

Location: New York, NY

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Schedule: Hybrid (4 days in office, 1 optional remote)

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Job Description / Responsibilities

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• Develop and review financial models used to assess and support the valuation of financial assets and investments. This includes validating internally prepared analyses as well as reviewing external valuation materials.

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• Apply consistent valuation standards and processes to ensure accurate and timely delivery of analysis and reporting across internal teams.

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• Utilize established financial modeling techniques such as discounted cash flow analysis, comparable company analysis, and transaction benchmarking to estimate asset values.

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• Prepare analytical reports, performance reviews, variance analyses, KPI tracking tools, and presentation materials for senior leadership.

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• Evaluate both quantitative and qualitative inputs used in valuation analyses, including historical performance, projected financial results, transaction structures, market conditions, and industry developments. Communicate findings and implications clearly to stakeholders.

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• Collaborate with cross-functional teams such as accounting, operations, and risk or finance groups to address valuation-related questions and support internal reviews.

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• Monitor performance and developments related to select portfolio assets or investments, including participating in stakeholder discussions and reviewing updates that may affect valuation assumptions.

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• Coordinate with internal teams to maintain alignment between valuation analyses and accounting or reporting requirements.

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• Maintain internal databases, tracking tools, and documentation related to asset valuations and portfolio performance.

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• Organize reporting materials and coordinate information sharing with internal stakeholders, highlighting trends, key drivers, and performance insights.

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• Provide expertise on valuation practices in connection with internal reviews, new initiatives, and evolving market standards.

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• Identify opportunities to improve valuation processes while ensuring compliance with applicable financial reporting guidance and established industry practices.

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• Serve as a point of contact for external reviewers such as auditors or independent valuation providers, addressing inquiries and supporting review processes.

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Background / Experience

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• Bachelor’s degree in finance, accounting, economics, mathematics, or another quantitative discipline.

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• Approximately 3+ years of professional experience in financial analysis, valuation, or a related analytical role.

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• Demonstrated experience applying common valuation methodologies such as discounted cash flow analysis, comparable company analysis, and transaction benchmarking.

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• Strong analytical and problem-solving skills with the ability to interpret complex financial data and present clear conclusions or recommendations.

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• Solid project management capabilities and familiarity with internal review and control processes.

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• Effective written and verbal communication skills, with the ability to collaborate across teams and organizational levels.

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• Self-driven individual capable of working in a fast-paced environment with minimal supervision.

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• Strong attention to detail, resourcefulness, and the ability to balance independent problem solving with team collaboration.

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• Advanced proficiency in spreadsheet and presentation software.

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