Valuations & Portfolio Monitoring Associate

Valuations & Portfolio Monitoring Associate

This range is provided by Atlas Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

This role focuses on the valuation of real estate, credit and related financial instruments and includes portfolio monitoring and cross-functional collaboration. The ideal candidate will be a self-starter with a strong foundation in valuation and financial analysis, excellent attention to detail, and a drive to improve systems and processes. Additionally, the candidate will have strong technology skills (iLevel and/or Power Query experience preferred).

• Valuation:
  Build and maintain financial models for real estate and credit valuation, accurately reflecting the characteristics of each instrument.
• Valuation:
  Analyze borrower financials, capital structures, and market data to inform key valuation assumptions.
• Valuation:
  Review and assess appraised and modeled values for real estate properties with an understanding of the key drivers and fundamentals.
• Valuation:
  Update valuations to reflect material events (e.g., amendments, credit rating changes, company performance).
• Valuation:
  Analyze market trends and property performance to inform valuation conclusions.
• Valuation:
  Collaborate with internal stakeholders to prepare valuation reports and present findings to the Valuation Committee.
• Valuation:
  Coordinate with third-party valuation providers and auditors; reconcile internal and external valuation outputs.
• Valuation:
  Document valuation methodologies and support process automation initiatives to enhance efficiency.
• Valuation:
  Review and monitor the financial performance of borrowers, including covenant compliance, liquidity, and business developments.
• Valuation:
  Contribute to internal dashboards and reports used for credit exposure and performance monitoring.
• Data Management:
  Maintain databases of company financial and performance metrics across the portfolio.
• Data Management:
  Summarize financial information to inform investment decisions and provide insights to senior leadership.
• Data Management:
  Improve information collection and sharing workflows across the firm.
• Liaise with Key Functions to Drive Firm Success:
  Support investor relations, business development, and fundraising processes.
• Liaise with Key Functions to Drive Firm Success:
  Contribute to ad hoc initiatives to enhance operational efficiency.

• 4-7 years of experience in accounting/finance with valuation exposure
• Additional credentials ABV, ASA, CFA, and/or CPA

• Mid-Senior level

• Full-time

• Finance

• Real Estate
• Venture Capital and Private Equity Principals
• Investment Management

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• Medical insurance
• Vision insurance
• 401(k)
• Disability insurance
• Paid maternity leave
• Paid paternity leave
• Pension plan
• Child care support

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