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Daley And Associates, LLC

Valuations & Strategy Associate - Private Equity Firm in Boston MA

Daley And Associates, LLC, Boston

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Valuations & Strategy Associate - Private Equity Firm in Boston MA

Our client, a private equity firm in Boston, MA, is looking to add a Senior Associate to their Valuations & Strategic Analysis team. This person will be responsible for assisting with the quarterly valuation of the firm's portfolio companies and will also work cross-functionally with internal teams to assist with financial analysis and fundraising initiatives.

Responsibilities

  • Assisting with valuation analysis on a wide range of portfolio companies
  • Preparing materials for financial reporting and fundraising purposes
  • Supporting new fund launches and responding to investor due diligence requests
  • Creating ad hoc reports for various departments throughout the firm including senior leadership

Requirements

  • Bachelor's degree in Finance, Accounting, or Economics
  • CFA
  • 2-4 years of experience
  • Strong analytical & technical skills (Excel is required

If you are interested, please apply directly or email Cassidy Sullivan at

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