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Financial Analyst/Associate, Private Equity

Company: Atlantic Group
Location: Greenwich
Posted on: June 25, 2022

Job Description:

Headquartered in Greenwich, CT, a top alternative asset management firm with over $30 billion of assets under management is looking to add an experienced Financial Analyst or Associate to help lead the valuation process. The Analyst/Associate will assist with quarterly valuations of portfolio companies; portfolio monitoring, including capturing portfolio company financial information and preparing various analysis thereon; assisting with quarterly reports to limited partners on portfolio company performance and other special projects as assigned. The position reports directly to the CFO and the individual will work closely with members of the firm's investment team (including Investor Relations and Legal) and other members of the firm's finance team.
Responsibilities:

  • Lead the quarterly valuations process across the firms portfolio companies
  • Assist with the preparation of quarterly valuations:
  • Draft 25-30 portfolio company valuations for investment team (these will be your assigned companies to know and understand)
  • Update public company comparable metrics, precedent transactions and WACC assumptions for DCF valuations
  • Assist with preparation of quarterly valuation report to send to valuation committee including comparison of key valuation metrics to prior quarter valuations
  • Assist with portfolio company monitoring: Liaise with associates and portfolio companies to obtain quarterly portfolio company financials and upload on SharePoint and iLevel
  • Assist with portfolio company exit projection modeling
  • Assist with preparation of the quarterly and annual letters to Limited Partners which highlight business performance in each reporting period
  • Respond to investor requests as needed
  • Assist with providing information and researching questions regarding valuations in connection with the annual audit of the funds' financial statements
  • Assist with special projects, including iLevel implementation
    Qualifications:
    • 2-5 years of relevant professional experience
    • Solid understanding of financial statements, accounting concepts and financial modeling (DCF Models)
    • A bachelor's degree in Finance, Accounting or related field

Keywords: Atlantic Group, Greenwich , Financial Analyst/Associate, Private Equity, Accounting, Auditing , Greenwich, Connecticut

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