Description To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m Sweater weather is here! Treat yourself this Fall season to a new job opportunity at a Fortune 500 company that was voted one of the best places to work in 2024. Job Description: Fulfilling these responsibilities will require the candidate to work collaboratively with all team members in the department. • 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, which may include: o Working with investment professionals within the firm and financial management of portfolio companies to gather monthly financial and operational performance results o Assisting in aggregation, analysis and investigation of portfolio company performance for use by the partners in managing the portfolio o Reconfiguring data values and metrics tracked in the database o Analyzing individual portfolio company financial results in order to identify and monitor key drivers of business performance and value creation o Preparing periodic internal and external portfolio reporting packages • Monitor industry best practices (e.g., IPEV or AICPA task force) Requirements Qualifications: • Bachelor’s degree in Finance, Economics or a related field • 2+ 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 positive • Strong Business Acumen: The operations of the portfolio companies are complex with significant breadth. Developing a sufficient understanding of the firm’s investments and developing pragmatic, risk-adjusted approaches to analysis and review requires strong business acumen. • Written Communication Skills: The position requires the preparation and/or oversight of written memorandums and analysis of valuations. Strong written communication skills are required to ensure the valuation memorandums are written clearly and concisely, address the key valuation risks identified and adequately support firm’s recommendation of fair value. • Willingness to work effectively in a team environment • Relevant experience in technology is a positive To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .