Senior Valuation Analyst (Chicago)
Connect Search, LLC, Chicago, IL, United States
About the Firm
A long-tenured, Chicago-based private equity firm with a multi-decade track record of investing across a diverse range of industries.
The role offers significant exposure across deal teams, Legal & Compliance, Business Development, and portfolio company CFOs.
Key Responsibilities
Support the firm's quarterly valuation process, including preparing portfolio company valuations, maintaining key metrics, and producing quarterly valuation reports across the fund complex
Coordinate with investment teams to develop a working view on portfolio company outlook, forecasts, and performance
Maintain valuation documentation, ensure compliance with valuation policies, and coordinate with auditors and third parties on valuation-specific issues
Maintain quarterly track records and support Business Development with reporting needs and limited partner information requests
Assist with internal performance reporting including flash reporting, GP reporting, fund performance forecasting, and ad hoc analyses
Partner with Legal, Capital Markets, and Portfolio Resources teams on portfolio company data and reporting initiatives
Facilitate portfolio company performance data collection through the firm's database (iLevel), interacting directly with portfolio company finance teams
Support process improvement and automation initiatives, including AI-driven enhancements to data collection workflows
Qualifications
Bachelor's degree in finance or accounting
~4+ years of relevant valuation experience — ideally portfolio company / business valuation work from a top valuation advisory practice or public accounting valuation group
Sound understanding of ASC 820 valuation requirements, methodologies, and financial statement analysis with the ability to formulate independent opinions
Compensation & Benefits
Competitive base salary and annual performance-based bonus. Full benefits suite including medical, dental, vision, disability, and life insurance, 401(k) with match and annual profit-sharing contribution, competitive PTO, and monthly mobile phone allowance.
A long-tenured, Chicago-based private equity firm with a multi-decade track record of investing across a diverse range of industries.
The role offers significant exposure across deal teams, Legal & Compliance, Business Development, and portfolio company CFOs.
Key Responsibilities
Support the firm's quarterly valuation process, including preparing portfolio company valuations, maintaining key metrics, and producing quarterly valuation reports across the fund complex
Coordinate with investment teams to develop a working view on portfolio company outlook, forecasts, and performance
Maintain valuation documentation, ensure compliance with valuation policies, and coordinate with auditors and third parties on valuation-specific issues
Maintain quarterly track records and support Business Development with reporting needs and limited partner information requests
Assist with internal performance reporting including flash reporting, GP reporting, fund performance forecasting, and ad hoc analyses
Partner with Legal, Capital Markets, and Portfolio Resources teams on portfolio company data and reporting initiatives
Facilitate portfolio company performance data collection through the firm's database (iLevel), interacting directly with portfolio company finance teams
Support process improvement and automation initiatives, including AI-driven enhancements to data collection workflows
Qualifications
Bachelor's degree in finance or accounting
~4+ years of relevant valuation experience — ideally portfolio company / business valuation work from a top valuation advisory practice or public accounting valuation group
Sound understanding of ASC 820 valuation requirements, methodologies, and financial statement analysis with the ability to formulate independent opinions
Compensation & Benefits
Competitive base salary and annual performance-based bonus. Full benefits suite including medical, dental, vision, disability, and life insurance, 401(k) with match and annual profit-sharing contribution, competitive PTO, and monthly mobile phone allowance.