Talent.com
Senior Associate, Private Equity & Credit Valuations

Senior Associate, Private Equity & Credit Valuations

S&P GlobalSan Francisco, CA, United States
5 days ago
Job type
  • Full-time
Job description

About the Role

Grade Level (for internal use) : 10

The Team : As a market leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in the post-trade valuation of alternative investments, specifically for debt and equity positions for which there are no active market quotations available.

Since inception in 2014, the department has been among the fastest-growing areas within S&P Global. Our analyst teams in London, Dallas, Singapore and Noida serve over 600 institutional investors and cover notable names in start-up, growth, mature and distressed spectra across the globe.

Responsibilities & Impact

Senior Associate, Private Market Valuation will deliver a range of valuation services to the alternative investment community including private equity, private credit, real estate, infrastructure, hedge funds, banks, institutional investors and fund administrators, in connection with post-trade valuations for their alternative investment positions.

Senior Associate will use valuation techniques and technology-enabled solutions to fulfil client commitments. They will periodically liaise with valuation committees on adopted methodology, with auditors on regulatory requests and with internal developers on new technology to streamline workload.

Senior Associate's duties include :

  • Performing valuations on a wide range of illiquid investments across industries and geographies using accepted approaches and theory
  • Presenting analyses and conclusions including written reports, and handling valuation queries from clients
  • Contributing to the design and enhancement of the financial models used to perform valuations
  • Working with management to build and maintain client relationships
  • Using AI tools to gather and clean financial, market, and operational data from various structured and unstructured sources to improve efficiency and accuracy in valuation inputs
  • Incorporating machine learning to identify patterns in historical valuation data, improve forecast accuracy, and support scenario analysis for complex or illiquid investments
  • Leveraging natural language processing to extract key insights from investment memos, pitch books, earnings calls, and regulatory filings to support valuation assumptions

Compensation & Benefits Information (US Applicants Only)

S&P Global states that the anticipated base salary range for this position is $100,000 to $115,000. Base salary ranges may vary by geographic location.

In addition to base compensation, this role is eligible for additional compensation such as an annual incentive bonus plan.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, visit spgbenefitessentials dot com / newhires.

What We’re Looking For

Basic Qualifications

  • Qualified accountant or CFA charterholder (or in process of obtaining qualification)
  • Solid experience constructing and reviewing valuation models including DCF, comparable company / bond, and other intangible asset models
  • Experience managing delivery of valuations and responding to price challenges
  • Knowledge of software packages including MS Excel, Word, and PowerPoint
  • Good knowledge of several industry sectors (e.g., Biotechnology & Pharmaceuticals, Food & Drug Retailing, Healthcare Providers & Services, or Software & IT Services)
  • Experience building and maintaining client relationships
  • Experience prioritizing tasks to deliver valuations
  • Ability to coordinate with internal teams across functions
  • Strong energy, drive and stamina
  • Flexible and adaptable to changing situations
  • Strong influential skills
  • Strong analytical and problem-solving skills
  • Strong verbal and written communication skills
  • Strong team player
  • This role is limited to persons with indefinite right to work in the United States.

    Flexible Working

    We pride ourselves on our agility and diversity, and we welcome requests to work flexibly. For most roles, flexible hours and / or some remote work is usually possible. Please discuss the arrangement at interview. We will be adaptable where we can.

    Return to Work

    Have you taken time out for caring responsibilities and are now looking to return to work? Our Return-to-Work initiative supports enthusiastic and talented returners to apply and re-enter the workplace.

    About S&P Global Market Intelligence

    At S&P Global Market Intelligence, a division of S&P Global, we understand the importance of accurate, deep and insightful information. Our team delivers unrivaled insights and leading data and technology solutions to help customers expand their perspective and make confident decisions. For more information, visit spglobal dot com / marketintelligence.

    What’s In It For You?

    Our purpose, people, and values drive our work. We pursue progress through information, imagination, people and technology to unlock possibility and change the world.

    Equal Opportunity Employer

    S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race / ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, unemployment status, or any other status protected by law. If you need an accommodation during the application process, please email EEO.Compliance@spglobal.com.

    Recruitment Fraud Alert

    If you receive a suspicious email, report it to reportfraud@spglobal.com. S&P Global never requires payment for job applications, interviews, offers or equipment. Learn more at the fraud guidelines page.

    #J-18808-Ljbffr

    Create a job alert for this search

    Private Equity Associate • San Francisco, CA, United States

    Related jobs
    • Promoted
    M&A and Private Equity Associate

    M&A and Private Equity Associate

    Direct CounselSan Francisco, CA, US
    Full-time
    Direct Counsel, LLC is seeking M&A and Private Equity Associates for a leading global law firm to join their esteemed team in San Francisco. We welcome candidates who are prepared to advise corp...Show moreLast updated: 30+ days ago
    Senior Associate, Private Wealth Tax

    Senior Associate, Private Wealth Tax

    Baker Tilly Advisory Group, LPUSA, California, Redwood City
    Full-time
    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...Show moreLast updated: 17 days ago
    • Promoted
    Investment Associate, Equity Capital Markets - PGIM Real Estate

    Investment Associate, Equity Capital Markets - PGIM Real Estate

    Prudential Financial, IncSan Francisco, CA, United States
    Part-time
    Job Classification : Investment Management - Investments.PGIM, the global asset management business of Prudential Financial, invites you to join a diverse and inclusive culture focused on respect an...Show moreLast updated: 5 days ago
    • Promoted
    Senior Audit Associate - Venture Capital

    Senior Audit Associate - Venture Capital

    Sensiba LLPPleasanton, CA, United States
    Full-time
    At Sensiba, we're more than just a Top 75 Accounting Firm - we're a purpose-driven organization committed to making a meaningful impact for our clients, our people, and our communities.Recognized a...Show moreLast updated: 4 days ago
    • Promoted
    Associate Attorney

    Associate Attorney

    JobotNovato, CA, US
    Full-time
    West Coast Firm + Complex Personal Injury + Wrongful Death + Record Success in Settlements + Benefits!.This Jobot Job is hosted by : Jeff Ruben. Are you a fit? Easy Apply now by clicking the "Ap...Show moreLast updated: 22 days ago
    • Promoted
    Financial Consultant - Marin, CA

    Financial Consultant - Marin, CA

    Fidelity InvestmentsLarkspur, CA, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 4 days ago
    • Promoted
    Investment Associate, Equity Capital Markets - PGIM Real Estate

    Investment Associate, Equity Capital Markets - PGIM Real Estate

    Prudential Annuities Distributors (PAD)San Francisco, CA, United States
    Part-time
    Job Classification : Investment Management - Investments## • •A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE • •As the Global Asset Management business of Prudential, we’re always looking for ways to ...Show moreLast updated: 9 days ago
    • Promoted
    Assistant / Associate Director, Donor Engagement & Data Analysis(6292U) 78788

    Assistant / Associate Director, Donor Engagement & Data Analysis(6292U) 78788

    InsideHigherEdBerkeley, California, United States
    Full-time
    Assistant / Associate Director, Donor Engagement & Data Analysis(6292U) 78788.GBL?Page=HRS_APP_JBPST_FL&JobOpeningId=78788&PostingSeq=1&SiteId=21&languageCd=ENG&FOCUS=Applicant.Posted by the FREE val...Show moreLast updated: 23 days ago
    • Promoted
    Senior Associate

    Senior Associate

    Attunement Search LLCSan Francisco, CA, US
    Full-time
    Senior Associate Job Description.The Senior Associate is a key member of the team, responsible for providing high-quality audit, accounting, and consulting services to clients in the M&A depart...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Consultant - Berkeley, CA

    Financial Consultant - Berkeley, CA

    Fidelity InvestmentsBerkeley, CA, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 4 days ago
    • Promoted
    Research & Policy Associate (Assistant / Associate / Full Specialist) - UC Berkeley Labor Center

    Research & Policy Associate (Assistant / Associate / Full Specialist) - UC Berkeley Labor Center

    InsideHigherEdBerkeley, California, United States
    Full-time
    Research & Policy Associate (Assistant / Associate / Full Specialist) - UC Berkeley Labor Center.The UC academic salary scales set the minimum pay determined by rank and step at appointment.See the fo...Show moreLast updated: 2 days ago
    • Promoted
    EY-Parthenon - Corporate Finance - Business Valuation - Senior Associate

    EY-Parthenon - Corporate Finance - Business Valuation - Senior Associate

    Ernst & Young OmanSan Francisco, CA, United States
    Full-time
    At EY, we’re all in to shape your future with confidence.We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...Show moreLast updated: 6 days ago
    • Promoted
    Tax Senior

    Tax Senior

    JobotSan Rafael, CA, US
    Full-time
    Flexible HYBRID- Looking for a rockstar Tax Senior in San Rafael, CA!.This Jobot Job is hosted by : Josh Forth.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your re...Show moreLast updated: 3 days ago
    • Promoted
    Corporate Associate - Private Equity

    Corporate Associate - Private Equity

    Kaizen StackupPalo Alto, CA, United States
    Full-time
    Corporate Associate – Private Equity, M&A & Capital Markets.New York (with flexibility for SF, LA, Chicago, Palo Alto).Compensation : $250,000 – $373,000 (DOE + Bonus). JD Class Years : 2018 and earli...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Associate, Equity Capital Markets - PGIM Real Estate

    Investment Associate, Equity Capital Markets - PGIM Real Estate

    PGIMSan Francisco, CA, United States
    Full-time
    Investment Associate, Equity Capital Markets - PGIM Real Estate.We are seeking an Investment Associate within the US Transactions function, covering Equity Capital Markets, based in San Francisco.H...Show moreLast updated: 4 days ago
    • Promoted
    Private Equity Capital Raising Associate

    Private Equity Capital Raising Associate

    InventureSan Francisco, CA, United States
    Full-time
    Private Equity Capital Raising Associate.We are partnered with a leading private equity firm investing in high-growth, founder-led companies across technology and business services.They are seeking...Show moreLast updated: 1 day ago
    • Promoted
    Chief Financial Officer & Senior Associate Athletics Director, Intercollegiate Athletics (0213U) 80

    Chief Financial Officer & Senior Associate Athletics Director, Intercollegiate Athletics (0213U) 80

    InsideHigherEdBerkeley, California, United States
    Full-time
    Chief Financial Officer & Senior Associate Athletics Director, Intercollegiate Athletics (0213U) 80.At the University of California, Berkeley, we are dedicated to fostering a community where everyo...Show moreLast updated: 22 days ago
    • Promoted
    Corporate Associate - Private Equity M&A

    Corporate Associate - Private Equity M&A

    Percy TowersSan Francisco, CA, US
    Full-time
    Corporate (M&A / Private Equity).Corporate – Mergers & Acquisitions / Private Equity.Onsite or Hybrid per firm policy; full-time with standard AmLaw 20 billable hour requirements (~2,...Show moreLast updated: 30+ days ago