Associate, Valuations
About The Position
Join Apogem Capital’s Valuation Team at a growing alternative investment management firm. The role provides exposure to valuing a diverse portfolio of private market investments and contributes to the continued development of the team’s valuation processes, technology, and analytical capabilities. The successful candidate will work closely with senior professionals and colleagues across the firm, build an understanding of Apogem’s investment strategies and portfolio companies, and develop expertise in private market valuations, with opportunities for professional growth and advancement. The position performs valuation analysis, supports governance and oversight of third-party valuation providers, and helps improve valuation processes and technology. It also partners with investment teams on portfolio monitoring and reporting, performs financial analysis and modeling, and collaborates with internal stakeholders.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or another quantitative or analytical discipline.
- At least 2–5 years of experience in valuation, portfolio management/support, transaction advisory, or a related role.
- Experience with Private Credit, Private Equity, or other alternative investment strategies.
- Experience working with third-party valuation providers and/or external auditors.
- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
- Experience with portfolio monitoring and/or investment management systems, such as iLevel, Chronograph, or similar platforms.
- Strong analytical and problem-solving skills, including the ability to translate data into concise, accurate, and actionable insights.
- Resourcefulness, initiative, and an entrepreneurial mindset, with the ability to work effectively in a dynamic environment.
- Strong organizational and time-management skills, including the ability to prioritize multiple tasks and meet deadlines.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively in a team-oriented environment.
Responsibilities
- Perform valuation analyses of private investments across Apogem’s investment strategies.
- Support review and validation of third-party valuation marks, including analysis of methodologies, assumptions, and market inputs.
- Assist with preparing quarterly valuation committee materials and supporting analyses.
- Maintain clear, well-documented support for valuation conclusions.
- Assist with oversight of third-party valuation providers by coordinating data requests, reviewing deliverables, and tracking open items.
- Review third-party valuations for consistency with established methodologies, policies, and procedures; identify and escalate issues or discrepancies to senior team members.
- Use technology and data tools to improve the efficiency, consistency, and scalability of the valuation process.
- Identify opportunities to automate manual processes, improve data quality, and streamline reporting.
- Support development and implementation of enhancements to valuation processes and procedures.
- Partner with investment teams to collect, validate, and maintain quarterly portfolio company financial and operating data.
- Monitor portfolio company performance and identify trends or changes relevant to investment valuations.
- Prepare recurring and ad hoc portfolio performance reporting for internal stakeholders.
- Perform financial analysis, valuation modeling, sensitivity analyses, and other ad hoc analyses across investment portfolios.
- Analyze financial and operating information to identify trends, variances, and factors affecting investment valuations.
- Support senior team members on valuation-related projects and analyses.
- Develop working relationships with investment teams, finance, fund accounting, operations, and other internal stakeholders.
- Develop an understanding of Apogem’s investment strategies, portfolio companies, and underlying investment structures.
- Build expertise in private market valuation methodologies, financial modeling, and relevant accounting and valuation guidance.
- Stay informed about market developments and trends relevant to private investment valuations.
Benefits
- Full package of employee benefits.
- Leave programs.
- Adoption assistance.
- Student loan repayment programs.
- Employees may be eligible to participate in an incentive program.
- Discretionary bonus eligible.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
