Our client is a leading manager of alternative investment solutions, focusing on alternative credit strategies for individual investors. They seek a Valuation/Portfolio Analyst to join their Manhattan, NY office.ResponsibilitiesDevelop, maintain, complete, and analyze quarterly valuations for existing and new fund investments, including both internal and third-party valuationsProduce performance analyses, variance summaries, KPI trackers, reporting packages, and presentations for senior managementApply various valuation methodologies, including DCF, comparable company analysis, and precedent transactions, to determine security valuationsEvaluate the accuracy and form perspectives on quantitative and qualitative inputs, including historical performance, projections, deal terms, industry dynamics, and market pricing, and communicate insights clearlyCollaborate with internal teams and external auditors to address valuation-related inquiriesMonitor financial performance and industry trends for portfolio investments, participate in lender calls, and support deal amendments as neededPartner with accounting and investment teams to refine valuations and stay informed on credit developmentsManage and update valuation models and portfolio databasesPrepare quarterly valuation reports for presentation to the Board of DirectorsRequirements2-3 years of experience in financial services/alternative investment industryStraight Big 4 or National experience preferredValuation experience is a plusExcellent communication skillsDetail-oriented and highly analyticalAbility to manage multiple projects at onceJob ID # 47467Tagged as: Hybrid Remote/OfficeDate Posted:Posted on March 26, 2026Location:New York, NY 10016, USAJob Title:Valuation/Portfolio AnalystSalary:$100,000 - $120,000
Valuation/Portfolio Analyst in albany at Unknown Company
This position is listed as full time and able to be worked remotely.