Current jobs related to Portfolio Analyst, Valuation - New York - Partner Engineering and Science

  • Enterprise Valuation Analyst

    2 weeks ago

    New York, New York, United States MUFG Full time

    Make a meaningful impact in the world of financeMitsubishi UFJ Financial Group (MUFG) is a leading global financial institution with a vision to be the world's most trusted financial group. We're seeking a talented Enterprise Valuation Analyst to join our Credit Portfolio Management team, where you'll play a critical role in supporting our Portfolio...

  • Enterprise Valuation Analyst

    1 week ago

    New York, New York, United States MUFG Full time

    Make a meaningful impact at MUFGDiscover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's 10 largest financial institutions according to S&P Global. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

  • Senior Valuation Analyst

    1 month ago

    New York, New York, United States iSearch, LLC Full time

    Job Title: AVP of Real Estate Finance & AnalyticsWe are seeking a highly skilled and experienced AVP to join our Real Estate Finance and Analytics team. As a key member of the team, you will be responsible for evaluating, analyzing, and summarizing portfolio investment valuation results for the fund.The successful candidate will have a strong understanding...

  • Senior Valuation Analyst

    3 weeks ago

    New York, New York, United States iSearch, LLC Full time

    Job Title: AVP of Real Estate FinanceWe are seeking an experienced AVP of Real Estate Finance to join our team at iSearch, LLC. As a key member of our Real Estate Finance and Analytics team, you will be responsible for evaluating, analyzing, and summarizing portfolio investment valuation results for our fund.Key Responsibilities:Assist in the day-to-day...

  • Valuation Analyst Senior

    2 weeks ago

    New York, New York, United States Stone Management Full time

    Valuation Analyst AVP Job DescriptionPrestigious Stone Management firm with a strong presence in the market is seeking an experienced AVP for their Valuations group. Reporting to the head of Valuations and Finance, this role will play a crucial part in the company's financial decision-making process.Key Responsibilities:Conduct in-depth analysis of p/e,...

  • Senior Valuation Analyst

    4 days ago

    New York, New York, United States The Capital Group Companies , Inc. Full time

    Key Responsibilities:As a Senior Valuation Analyst at The Capital Group Companies, Inc., you will play a critical role in leading our daily valuation process, focusing on fair valuation and hard-to-value assets. You will perform in-depth valuation analysis and develop, maintain, and review financial models and methodologies in accordance with all relevant...

  • Director of Portfolio Valuations

    4 days ago

    New York, New York, United States Citrin Cooperman Advisors LLC Full time

    About the RoleThis is an exciting opportunity to join Citrin Cooperman Advisors LLC as a Director of Portfolio Valuations. As a key member of our Advisory Department, you will be responsible for providing exceptional client service and leading the design, execution, and presentation of valuation models and conclusions.Key ResponsibilitiesValuation Model...

  • Portfolio Valuation Director

    2 weeks ago

    New York, New York, United States Kroll Full time

    Portfolio Valuation DirectorKroll's Portfolio Valuation practice is a leading provider of valuation advisory services to the alternative investment industry. We serve our clients through our global platform, specializing in valuing illiquid and difficult-to-value investments where no active quotes are available.Key Responsibilities:Designing financial models...

  • Portfolio Valuation Specialist

    2 weeks ago

    New York, New York, United States Kroll Full time

    Portfolio Valuation ExpertKroll's Portfolio Valuation practice is a leading provider of valuation advisory services to the alternative investment industry, serving numerous top-tier alternative asset managers.We offer a global platform, specializing in valuing illiquid and difficult-to-value investments where no active quotes are available.Our expertise...

  • Portfolio Valuation Specialist

    2 weeks ago

    New York, New York, United States Kroll Full time

    Job Title: Portfolio Valuation SpecialistKroll's Portfolio Valuation practice is a leading provider of valuation advisory services to the alternative investment industry, serving numerous top-tier alternative asset managers worldwide.We offer a global platform, specializing in valuing illiquid and difficult-to-value investments where no active quotes are...

  • Portfolio Management Analyst

    2 weeks ago

    New York, United States Atlantic Group Full time

    Our client, a rapidly growing Private Credit Asset Manager is seeking to hire a Portfolio Management Analyst.Responsibilities:Monitor the performance of 15-20 portfolio companies and assist deal-teams on assigned investments.Ensure the accuracy and completeness of financial data.Identify and analyze portfolio risk trends.Complete quarterly portfolio account...

  • Senior Valuation Analyst

    5 months ago

    New York, United States F1120 Franklin Templeton Services, LLC Full time

    At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment...

  • Asset Valuation Analyst

    2 months ago

    New York, New York, United States Atlantic Group Full time

    About the Role:At Atlantic Group, we are seeking a highly skilled Valuation Expert to join our team. As a key member of our structured finance team, you will play a critical role in assessing the value of complex financial instruments and providing expert analysis to inform investment decisions.Key Responsibilities:Leverage insights from internal teams and...

  • Senior Valuation Analyst

    1 month ago

    New York, New York, United States F1120 Franklin Templeton Services, LLC Full time

    Job Title: Senior Valuation AnalystAt Franklin Templeton Services, LLC, we are seeking a highly skilled Senior Valuation Analyst to join our team. As a key member of our Global Pricing and Valuation Services group, you will be responsible for overseeing the valuations of private assets and developing and maintaining internal fair valuation models.Key...

  • Portfolio Management Analyst

    1 week ago

    new york city, United States Atlantic Group Full time

    Our client, a rapidly growing Private Credit Asset Manager is seeking to hire a Portfolio Management Analyst.Responsibilities:Monitor the performance of 15-20 portfolio companies and assist deal-teams on assigned investments.Ensure the accuracy and completeness of financial data.Identify and analyze portfolio risk trends.Complete quarterly portfolio account...

  • Valuation Analyst, AVP

    2 weeks ago

    New York, United States Stone Management Full time

    Prestigious P/E firm with over 150 entities is looking for an AVP for their Valuations group. Reports to the head of Valuations and Finance,This position will perform:Calculation analyses on p/e, debt and real estate investments.Create reports of investment valuations points and conclusions, and will help build financial models for discounted cashflow,...

  • Portfolio Management Specialist

    2 weeks ago

    New York, New York, United States Atlantic Group Full time

    Portfolio Management AnalystAtlantic Group is seeking a skilled Portfolio Management Analyst to join our team. As a key member of our Private Credit Asset Management team, you will be responsible for monitoring the performance of 15-20 portfolio companies and assisting deal-teams on assigned investments.Key Responsibilities:Ensure the accuracy and...

  • Portfolio Analyst

    3 weeks ago

    New York, United States Mason Alexander Full time

    Our client, a leading global investment Firm, is seeking to hire a Portfolio Analyst to its Private Equity Portfolio team, based in their New York office. This hire is due to considerable growth within the area and an exciting opportunity to collaborate with Deal teams on financial and strategic initiatives within Portfolio...

  • Portfolio Analyst

    3 weeks ago

    New York, United States Mason Alexander Full time

    Our client, a leading global investment Firm, is seeking to hire a Portfolio Analyst to its Private Equity Portfolio team, based in their New York office. This hire is due to considerable growth within the area and an exciting opportunity to collaborate with Deal teams on financial and strategic initiatives within Portfolio...

  • Valuation Analyst, AVP

    1 week ago

    new york city, United States Stone Management Full time

    Prestigious P/E firm with over 150 entities is looking for an AVP for their Valuations group. Reports to the head of Valuations and Finance,This position will perform:Calculation analyses on p/e, debt and real estate investments.Create reports of investment valuations points and conclusions, and will help build financial models for discounted cashflow,...

Portfolio Analyst, Valuation

2 months ago

New York, United States Partner Engineering and Science Full time
ABOUT US

Partner Valuation Advisors (PVA) is actively hiring professionals to meet the increasing demands of their client base. Founded by nationally respected industry veterans, we are blazing a new trail in the valuation industry with the commitment to provide a better experience for our clients and our employees. We offer the excitement of a startup with the stability of an industry-leading parent company, and a culture that values innovation and fun.

Learn more about PVA at PartnerVal.com

SUMMARY

We are seeking a tech-focused, detail-oriented, and organized professional to assist on our growing Valuation Portfolio team. This role is intended to assist our appraisers prepare and execute portfolios valuation, helping to enable quicker turn times and streamlined client deliverables.The portfolio analyst will research market information and maintain the property database with sale and lease comparables as well as help prepare appraisal reports with assistance from senior valuation professionals.

Job Location

This position is fully remote with the option to go into a local Partner office is close-by and desired.

RESPONSABILITIES AND DUTIES
  • Collect, consolidate, and manage large datasets from various sources to support portfolio analysis
  • Transform raw data into structured formats for easy interpretation and use in analysis
  • Maintain data accuracy and integrity across multiple databases and spreadsheets
  • Analyze zoning and real estate taxes in the local jurisdiction
  • Database entry of sale, rent, lease and income & expense comparables
  • Analyze rent rolls, leases and historical financial performance
  • Value real estate assets under proper supervision, utilizing valuation techniques such as discounted cash flow analysis, direct capitalization, and sales comparison approach
  • Utilize advanced Excel functions and tools (e.g., pivot tables, macros, VBA) to automate processes and enhance analytical capabilities
QUALIFICATIONS
  • Bachelor's degree from four-year university
  • Strong communication, written, and organizational skills
  • Ability to self-manage multiple projects at once
  • Strong Microsoft Word and Excel skills
  • ARGUS experience preferred, but not required
  • Interpersonal skills to work within a team and build industry relationships
PHYSICAL REQUIREMENTS
  • Must be able to communicate clearly in person, over the telephone and via emails
  • Visual acuity adequate to perform job duties, including reading information from printed sources and computer screen

We will consider qualified applicants who have criminal histories in a manner consistent with the law.

EQUAL EMPLOYEMENT OPPORTUNITY

It is Partner Valuation Advisors (The Company) policy to provide equal employment opportunities for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, gender expression, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition or information including genetic information, family care status, military caregiver status, veteran status, marital status, or any other basis protected by local, state, or federal laws.

California Consumer Privacy Act

We collect personal information from you in connection with your application for employment with Partner Valuation Advisors.