Job Description

Sr. Associate, Valuation & Financial Performance at Exponent summary:

A Senior Associate in Valuation & Financial Performance leads valuation processes and financial analysis for a growth equity firm's portfolio companies. This role involves collaborating with investment, investor relations, and senior partners to support financial planning, investor reporting, and performance benchmarking. The position requires expertise in complex private equity valuations, financial modeling, and cross-functional communication to drive strategic growth and operational excellence.

Lead valuation and financial performance initiatives at a well-capitalized growth equity (PE) firm in KC, where your expertise will directly influence firm growth & operational excellence. In this role, you will be responsible for managing the quarterly valuations process for the firm's portfolio companies. You will also work closely with the Investment team, Investor Relations team, and senior partners on various financial planning and analysis projects, including fund performance analytics, investor reporting, fundraising, and performance benchmarking.
Why We Like This

• Strategic Impact: Lead a core strategic initiative within a top global growth equity firm... building & executing upon valuation and financial performance operations to open new fundraising channels.
• Growth Equity Exposure: Work closely with the financial performance team, investment team, and accounting ops... gaining broad exposure and experience within a high-end Growth Equity firm.
• Growth Opportunity: With performance, the experience will accelerate your professional value, internally and externally, given the long term but early-innings tailwinds of the '40 Act.

Requirements

• Valuation & Financial Performance Expertise 5+ years of business valuation experience. Strong preference for experience valuing complex and illiquid private equity investments. The role demands deep hands-on experience with valuation methodologies and financial performance analysis to support investment decisions and portfolio management, reflecting the core focus of the position.
• Subject Matter Expertise in Portfolio Valuations and Financial Modeling The ideal candidate must accurately and efficiently execute and manage portfolio valuations, and familiar and comfortable with key financial models and valuation techniques and are able to make accurate assumptions and conclusions from them.
• Cross-Functional Collaboration & Strong Communication They need someone who can work seamlessly across teams, including investment and accounting teams, investors and senior partners, to align financial reporting with operational realities and support strategic objectives.

Responsibilities

• Valuation Analysis: Lead detailed valuation assessments of portfolio companies, ensuring precision and compliance with accounting standards.
• Financial Performance Monitoring: Oversee tracking and analysis of key financial metrics across investments to drive insightful performance reporting and support strategic decision-making.
• Cross-Functional Collaboration: Collaborate closely with investment, finance, and audit teams to optimize processes and strengthen data integrity for reporting.

$130,000 - $200,000 a year
#a0RQO00000XbUk82AF #ExponentPartners

Keywords:

valuation, financial performance, private equity, growth equity, financial modeling, investment analysis, portfolio valuation, investor reporting, fundraising, performance benchmarking

Job Tags

Internship,

Similar Jobs