Valuation Manager

Chicago, IL |$140-160K | Job ID: 97932

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Job Description

LaSalle Network is partnering with a leading investment firm in Chicago in its search for a Valuation Manager. The position will be responsible for the quarterly valuations of the firm’s debt and equity investments in private companies and will assist with the tracking of portfolio company attributes and metrics.

 

Valuation Manager Responsibilities:

  • Coordinate with investment teams and portfolio company personnel to obtain data required to support valuation models
  • Build and maintain valuation models and develop recommendation of fair value presented to investment deal teams on a quarterly basis
  • Maintain supporting valuation documentation with appropriate traceability and audit trails, formal sign-off processes, etc.
  • Coordinate with third-party valuation firms to support the firm’s valuations
  • Respond to inquiries from the firm’s auditor regarding the concluded valuations and supporting documentation
  • Maintain and update portfolio monitoring and valuation information database
  • Monitor industry best practices (e.g. IPEV or AICPA task force)

 

Valuation Manager Requirements:

  • Bachelor’s degree in finance, economics, or a related field
  • 5+ years of experience in accounting, investment banking, private equity, valuation, or other financial analyst role with either valuation, FP&A, or operational transaction services experience
  • Progress towards a Chartered Financial Analyst (CFA) or Accredited Senior Appraiser (ASA) designation is a plus
  • Strong business acumen; the operations of the portfolio companies are complex with significant breadth
  • Excellent written and interpersonal communication skills
  • Willingness to work effectively in a team environment
  • Relevant experience in technology is a positive

 

Thank you,

 

Amy Watson

Associate Principal

LaSalle Network

 

Keywords and Related Terms: valuation , valuations , credit , private equity , manager , third-party , modeling , model , fair value , Chartered Financial Analyst , CFA , Accredited Senior Appraiser , ASA , investment banking , FP&A #LI-CTAFDH
 

LaSalle Network is an Equal Opportunity Employer m/f/d/v.

LaSalle Network is the leading provider of professional staffing and recruiting services. LaSalle has worked with more than 10,000 companies, ranging from Fortune 500s to start ups. With units specializing in accounting and finance, administrative, marketing, executive search, technology, supply chain, healthcare revenue cycle, call center, and human resources, LaSalle serves companies of all sizes and across all industries.