Senior Associate – Private Equity Valuations & Portfolio Analytics | Global PE firm
Listed on 2026-01-25
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Finance & Banking
Corporate Finance, Financial Consultant, Financial Analyst, VP/Director of Finance
Senior Associate – Private Equity Valuations & Portfolio Analytics
Location: Boston, MA (Hybrid – 3 days in office / 2 remote)
About the OpportunityA leading global alternative investment platform is seeking a Senior Associate to join its Private Equity Valuations & Portfolio Analytics function. This is a highly visible role partnering closely with investment professionals and senior finance leadership to support portfolio monitoring, valuation execution, and performance analysis across a diversified North American private equity portfolio.
The role offers meaningful exposure to senior stakeholders, ownership of critical valuation processes, and the opportunity to build a strong internal brand within a premier investment organization.
Key Responsibilities- Lead ongoing monitoring of portfolio company performance across multiple private equity investments
- Collect, analyze, and synthesize key financial and operational metrics
- Develop portfolio-level reporting for senior leadership and external stakeholders
- Partner with investment teams to assess performance trends, drivers, and risks
- Own quarterly and annual valuation processes for private equity assets
- Build and refine valuation models including:
- Discounted Cash Flow (DCF)
- Public and transaction comparables
- Unit economics and capital structure waterfalls
- Ensure consistency with fair value standards and industry best practices (e.g., ASC 820 / IPEV)
- Coordinate with external auditors and support valuation reviews
- Prepare valuation materials and insights for internal review committees and senior decision-makers
3–6+ years of experience in one or more of the following:
- Investment banking
- Transaction services
- Corporate finance
- PE-focused audit or valuation
Strong grounding in corporate finance, accounting, and valuation methodologies
Experience with portfolio monitoring and private equity valuations strongly preferred
Highly analytical with exceptional attention to detail
Confident communicator capable of engaging senior stakeholders
Able to manage multiple priorities in a fast-paced, deal-driven environment
Preferred but Not Required- CPA or CFA (or progress toward certification)
- Experience with portfolio analytics tools (e.g., Anaplan, Chronograph, or similar)
- Direct exposure to senior leadership and private equity deal teams
- Broad view across multiple portfolio companies and investment strategies
- Strong compensation structure with meaningful profit sharing
- Hybrid flexibility and a professional, business-casual culture
- Annual Bonus: ~15%
- Profit Sharing / Retirement Contribution: ~14% of total W-2
- Total Annual Compensation: ~$110,000 – $140,000+
- Benefits: Best-in-class healthcare, generous PTO, parental leave, 401(k), and additional perks
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