Job Description

Sr Financial/Valuation Analyst Private Equity and Real Assets
Job Number: 21-01899
 
Take a bold step forward in your career! Eclaro is looking for a Sr Financial/Valuation Analyst Private Equity and Real Assets for our client in White Plains, NY. 
 
Eclaro’s client is a global private equity firm that provides unique opportunities for value to its wide slate of investors. In a highly competitive industry, they are poised for success and create a work environment where you can thrive. If you’re up to the challenge, then take a chance at this rewarding opportunity!
 
Position Overview:
  • The candidate will report to the Head of Performance and Analytics for the Private Equity and Real Assets segments at client.
  • Lead the Portfolio company performance program, support all activities critical to portfolio company finance initiatives, portfolio performance and strategic initiatives with Technology team.
  • The candidate will have an integral role in guiding and supporting our ESG/ legal / operations / finance / valuations / Investor Relations teams, investment activities and LP reporting processes.
  • Responsible for leading the client iLEVEL platform.
 
Responsibilities:
  • Administer the iLEVEL platform, driving usage and the adoption of platform across the organization.
  • Maintain iLEVEL's account hierarchy to ensure consistency across Portfolio Companies and ability to leverage the data for all use cases, including portfolio monitoring, valuations and LP reporting.
  • Lead and manage Portfolio company performance program and related strategic initiatives
  • Work with deal teams & sr. management to develop Dashboard metrics.
  • Ensure consistent metrics are captured and incorporate meaningful company-specific metrics that drive profitability and leading indicator views of performance and trends.
  • Develop and enhance firm-wide iLEVEL templates to collect data and analyze portfolio and asset-level results.
  • Build and continue to advance iLEVEL portal pages to view results.
  • Work closely with investment team members and external parties to:
  • Track asset-level information; and,
  • Identify opportunities to efficiently organize and present key data and trends
  • Support asset management teams and sr. management during the Portfolio Review process.
  • Analyze quarterly portfolio company reporting packages and ensure that all financial information is received on a timely basis and entered into iLEVEL accurately.
  • Participate in PE and RA Outcomes Analysis process to produce investment level and fund level performance projections including base case, upside and downside cases
  • Monitor, track and analyze performance at the investment, portfolio and fund level.
  • Includes track record creation, with a goal of maximizing investment performance at the portfolio and fund levels, while working closely with senior members of the US real estate business
  • Prepare ongoing and ad hoc investor communication materials, including investor questionnaires, fund performance queries, presentations and reports, while collaborating with client's Marketing and Deal teams
 
Qualifications:
  • Bachelor's degree from a top undergraduate institution
  • 7 - 10 years of experience in financial services / investment management/accounting with an understanding of Private Equity / Real Estate funds.
  • Exceptional analytical, Excel (pivot tables, etc.), financial modeling, valuation, and communication skills
  • Knowledge of performance measurements (e.g. IRR, TWR, ROE)
  • Highly organized, keen attention to detail, and able to effectively manage multiple processes simultaneously;
  • Strong interpersonal skills to interact effectively with various internal and external constituents;
  • Embraces a culture centered on teamwork and is flexible with job responsibilities
  • Strong judgment needed to:
    • Foresee potential risks and roadblocks to task completion; and,
    • Identify effective solutions
  • Excels in a rigorous and fast-paced work environment
  • Knowledge of iLevel is a must
 
If interested, you may contact:
Audrei Cortez
audrei.cortez@eclaro.com
2019423017
Audrei Cortez | LinkedIn

Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
 

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