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Valuations Associate

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Coda Search│Staffing
Full Time position
Listed on 2026-02-03
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Job Description & How to Apply Below

Coda search is recruiting for a global asset management group that is seeking to hire a Valuations Associate with offices located in Charlotte, NC. This position will work cross functionally across the entire group preparing financial models, valuing debt products, create/manage DCF, and working closely with senior leadership.

This is a dynamic position that offers room for growth and the opportunity to own the valuation process from start to finish.

Responsibilities
  • Preparing detailed analysis and assisting with the valuation processes across a variety of different asset classes
  • Utilize excel to create models and evaluate each asset class
  • Update and manage current models and their methodology
  • Create and manage DCF models
  • Work cross-functionally across operations, finance, and IR
  • Work closely with senior partners on new investment opportunities and prepare reports on findings
Qualifications
  • Bachelor s degree required
  • 2+ years experience out of Big 4 or banking rotation program
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Position Requirements
10+ Years work experience
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