Senior Analyst, Valuations

DigitalBridge•Boca Raton, FL

1d•Onsite

About The Position

Sitting within the Portfolio Management team, this role will have a partial focus on overseeing and improving the valuation and performance reporting process for the Private Equity funds. This requires familiarity with Discounted Cash Flow Models and ability to review/test the inputs and assumptions of the DCF Model. This role will also manage general day-to-day upkeep on the needs of the Portfolio Management department. This role sits in our Boca Raton office and reports directly up to our Vice President.

Requirements

Advanced MS Excel and PowerPoint skills
Bachelor’s or Masters in Finance or Accounting, or equivalent
MUST have 2–3 years full time work experience in corporate finance, private equity, financial due diligence, or valuations
Proven track record of quickly learning new systems and business applications is required
Self-starter / highly organized / detail oriented / ability to prioritize appropriately
Must thrive in a fast-paced, deadline-driven environment with multiple competing high-priority projects
Dedicated team player with a can-do attitude
Professional maturity, with the highest level of integrity
Close attention to detail, with a high degree of accountability
Self-motivation, ambition, and desire for increased responsibility
Combination of self-confidence and humility; views success as the success of the entire team

Responsibilities

Assist in the fair value process including coordinating valuations with investment teams and organizing for quarterly valuation committee meetings
Review DCF models from deal teams, ensuring accuracy of the inputs
Assess viability of discount rates and exit multiples based on geography and sector and ensure consistency applied across the portfolio
Review assumptions (hold period, industry comps, etc.) with deal teams on a quarterly basis
Arrange independent appraisals on behalf of the investment portfolio
Organize firmwide initiatives to optimize financial reporting processes including the fair value process; Drive consistent and high-quality operational standards and implement best practices.
Portfolio monitoring at every level (investment, portfolio, and fund)
Manage tech-enabled portfolio analytics platform to collect, analyze, and report portco financials and KPIs
Support broader finance and investor relations teams in dealing with new product development, existing clients and prospective investors
Collaborate with multiple departments (deal teams, investor relations, and fund accounting) to provide standard monthly/quarterly reports
Prepare fund performance analyses leveraging portfolio monitoring platform