Associate Director/ Director , Valuation Professional

Barings•Boston, MA

1d•Hybrid

About The Position

The Valuations Professional is part of the global team responsible for Private Equity and Credit portfolio valuation, as well as valuation-related exercises for Barings’ BDC complex. This role will also provide a range of key statistics and results to various stakeholders across the firm and investor base.

Requirements

3-5 years of related work experience
Experience building valuation models (DCF, Comp Multiple and Option Models)
Knowledge of capital markets/ illiquid valuations (examples - bank loans, mezzanine loans, and private equity)
Demonstrated technical, analytical, and problem-solving skills, including streamlining processes
Ability to complete financial models under the pressure of tight deadlines, and apply modeling techniques to complex scenarios
Confidence presenting valuation methodologies and assumptions to senior management concisely and clearly
Understanding of Alternative Investment strategies and products
Bachelor's or Master’s degree in Finance, Accounting or Economics preferred
Strong functional background working with Excel.

Nice To Haves

Familiarity with Capital IQ and Bloomberg a plus.
Finance, Valuation, or Investment Banking training program preferred
CFA professional designation or working towards, a plus
Basic understanding of relational databases and SQL

Responsibilities

Facilitate the Valuation Process in the Credit and Private Equity segment – generally a quarterly process covering a wide variety of asset classes across hundreds of borrowers/issuers
Value financial instruments and complex securities across the capital structure independently, including loans, equity (common/preferred), convertibles, and warrants
Leverage and continue to develop a deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge throughout Barings
Develop valuation methodologies and models for new investments and challenge methodologies and assumptions for existing investments utilizing technical knowledge
Collaborate with investment teams to understand new investments and deal origination assumptions
Create summary materials and present to valuation committees for review and approval of significant changes/events, valuation and market trends, and key judgments
Coordinate with third party valuation firms and deal teams to create accurate, timely valuations
Perform advisory valuation services to various business units on an ad hoc basis
Review and update Marketing materials sent to existing/potential investors.
Present on valuation procedures and best practices to existing/potential investors.
Review and update Valuation Policies and make proactive policy recommendations to the firm’s Valuation Committee
Prepare documentation in support of compliance with SOX and external audit requirements

Benefits

Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
Fitness Center Reimbursement Program (Including Online Memberships)
Employee Assistance Program (EAP)
Fertility Benefits
Highly competitive 401(k) Plan with Company Match
Health Savings Account (HSA) with Company Contributions
Flexible Spending Accounts (FSA) - Health Care & Dependent Care
Retirement Health Reimbursement Account
Basic and Supplemental Life Insurance
Spouse and Child Life Insurance
Paid Vacation, Sick Days and Annual Holidays
Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
Short and Long Term Disability Plans
Paid Volunteer Time
Education Assistance Program
Charitable Matching Gifts Program
Commuter Reimbursement Program
Adoption and Surrogacy Reimbursement Program