Senior Associate Portfolio Valuation Expert

1 month ago


Pennsylvania, United States Atlantic Group Full time
Job Overview

Atlantic Group is seeking a highly skilled Senior Associate to join our Portfolio Valuation team in Bucks County, PA. As a key member of our team, you will play a strategic role in overseeing valuation processes and mentoring junior analysts to ensure accurate and timely project completion for investment firms.

Key Responsibilities:

  • Conduct in-depth research on securities, industries, and capital markets to support valuation analyses.
  • Develop and refine financial models for discounted cash flow, market multiples, and option valuations.
  • Collaborate with clients to gather data and maintain strong relationships.
  • Assist junior analysts in concluding the fair value of securities and apply qualitative and quantitative data.
  • Prepare and review client reports, ensuring accuracy and clarity.

Requirements:

  • Bachelor's or Master's degree in Finance, Accounting, or Economics (coursework in valuation or financial statement analysis is a plus).
  • 4-6 years of experience constructing and reviewing Valuation and Financial models.
  • CFA or ASA designation (or progress towards) is a plus.
  • Strong analytical, oral, and written communication skills with experience working in diverse teams.

What We Offer:

A competitive salary range of $100,000 - $120,000/year + bonus, a dynamic work environment, and opportunities for professional growth and development.


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