Position Summary
This position will be responsible for supporting the maintenance and development of the corporate valuation process, including maintaining and assisting in developing valuation models, valuation analytics and data management, internal/external valuation reporting, tracking valuation deliverables and driving process efficiencies through a technology lens.
In-Office Requirement: 4 days per week
Primary Responsibilities
Valuation Models and Technology (35%)
- Assist with maintaining and updating existing valuation models and developing new valuation models
- Interact with GTS and business teams to develop business requirements for future-state valuation automation and database (including being a thought leader on how things can be done better using AI)
- Monitor regular deliverables through SharePoint and other tracking methods
- Work closely with valuation process stakeholders on valuation issues
Investment/Fund Level Valuation Metrics and Reporting (20%)
- Prepare and update regular fund and investment valuation analytics and reports
- Assist in developing trending and other key management reports
- Work closely with other areas of Investor Services to ensure valuation data is consistent across firm
- Manage and maintain valuation database and assist/facilitate interactions between the database and downstream systems
- Create ad-hoc reports as required
Valuation Process (45%)
- Interact and coordinate with Fund Management teams on valuation committee meetings and regular deliverables
- Track and manage compliance with regular deliverables and policy
- Maintain and update key valuation inputs for use by investment teams in valuation models
- Assist with identifying and developing standard processes to streamline valuation process and add efficiencies to preparation of valuations
- Assist with reviewing investment valuations
Requirements
Education & Certificates
- Bachelor's Degree, required
- Concentration in Finance, Economics, Accounting or Mathematics, or equivalent relevant work experience in addition to Bachelor's Degree in another field, required.
- CFA or progress towards CFA is a plus
Professional Experience
- 2-4 years of relevant experience, required
- Experience with database systems and Microsoft Access (experience with business requirement and working with an IT team to develop systems a plus)
- Working knowledge of valuation concepts regarding operating companies, real estate, energy and/or debt/equity financial instruments
- Experience analyzing and modelling cash flows; advanced proficiency in Microsoft Excel
- Working knowledge of cash flow analysis and financial modelling
- Knowledge of various AI tools and ways in which they can improve processes
Competencies & Attributes
- Ability to work across departments and teams in a collaborative and efficient manner
- Ability to take ownership of assigned tasks and responsibilities
- Strong analytical and qualitative skills
- Highly motivated and driven - able to work long hours during key busy periods
- Highly organized and efficient - must be able to process a large volume of information and manage competing priorities and deadlines
- High level of comfort interacting with professionals throughout the organization, at all levels and in many groups
- Able to communicate clearly and effectively - both in writing and verbally
- Able to maintain a high level of focus on process discipline but do so in a collaborative manner
- Detail-oriented
- Committed to high standards of excellence and ethics, including the ability to maintain confidentiality of sensitive and proprietary information
- Effectively identifies issues and formulates solutions
- Able to develop financial and operational models
- Ability to use various AI tools
- Ability to develop presentations with Microsoft PowerPoint a plus
- Able to work independently and proactively manage responsibilities to completion
Benefits/Compensation
The compensation range for this role is specific to Washington, DC and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.
The anticipated base salary range for this role is $110,000 to $115,000.
In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by Carlyle.
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