Confidential
Head of Private Valuation
About the Company
Successful asset management & financial services firm
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Head of Private Valuation to take on a pivotal role in leading the valuation function for private and complex securities across various funds. The successful candidate will be responsible for overseeing and continuously improving the valuation program for private and illiquid assets, executing independent valuations for a range of non-public investments, and performing detailed valuation work for private credit portfolios. This role also involves evaluating market data to inform valuation models, drafting comprehensive documentation on valuation approaches, and liaising with external valuation firms, data providers, and audit teams. The Head of Private Valuation will be a key partner to internal teams and will support senior governance bodies in the valuation oversight process.
Applicants for the Head of Private Valuation position at the company should have a Bachelor’s degree in a relevant field and a minimum of 7-10 years' experience in private security valuation or valuation-focused audit, with at least 5 years specifically in valuing private credit instruments. A CPA, CFA, or comparable certification is advantageous. The role requires a strong technical understanding of private credit, structured debt, bank loans, and other illiquid asset types, as well as expertise in valuation standards and accounting guidance for complex assets. Proficiency in Excel is essential, and experience with Bloomberg and market data systems is also required. The ideal candidate will be adept at developing materials and presenting valuation topics to internal committees and fund boards.
Travel Percent Less than 10%
Functions
Finance
About the Company
Successful asset management & financial services firm
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Head of Private Valuation to take on a pivotal role in leading the valuation function for private and complex securities across various funds. The successful candidate will be responsible for overseeing and continuously improving the valuation program for private and illiquid assets, executing independent valuations for a range of non-public investments, and performing detailed valuation work for private credit portfolios. This role also involves evaluating market data to inform valuation models, drafting comprehensive documentation on valuation approaches, and liaising with external valuation firms, data providers, and audit teams. The Head of Private Valuation will be a key partner to internal teams and will support senior governance bodies in the valuation oversight process.
Applicants for the Head of Private Valuation position at the company should have a Bachelor’s degree in a relevant field and a minimum of 7-10 years' experience in private security valuation or valuation-focused audit, with at least 5 years specifically in valuing private credit instruments. A CPA, CFA, or comparable certification is advantageous. The role requires a strong technical understanding of private credit, structured debt, bank loans, and other illiquid asset types, as well as expertise in valuation standards and accounting guidance for complex assets. Proficiency in Excel is essential, and experience with Bloomberg and market data systems is also required. The ideal candidate will be adept at developing materials and presenting valuation topics to internal committees and fund boards.
Travel Percent Less than 10%
Functions
Finance