Principal

Description:

Responsibilities & Impact: The Principal, Private Valuations, Structured Specialist, will deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure, hedge funds, banks, institutional investors and fund administrators, in connection with provision of post-trade valuations for their alternative investment positions.

The Principal will use valuation techniques and technology-enabled solutions to fulfil these client commitments. On a daytoday basis, Principal will work with Excel, Intex, and Intex Link to build and review cashflow models, use SQL for data extraction and reconciliation, and apply Python to automate tasks and improve efficiency. They will collaborate with internal teams to refine models and ensure accuracy, transparency, and scalability in all valuation deliverables.

The Principal will periodically liaise with valuation committees on adopted methodology, with auditors on regulatory requests and internal developers on new technology to streamline workload.

The Principal’s Duties Include
 

• Perform valuations on a broad range of illiquid investments—including ABS, CLOs, CMBS, and other structured products—across multiple industries and geographies, applying accepted valuation approaches and best practices.
• Prepare and present analyses and conclusions, including clear written reports, and respond to valuationrelated questions from clients, auditors, and internal stakeholders.
• Contribute to the design, testing, and enhancement of financial models and workflow tools used in the valuation process, collaborating with developers and senior team members.
• Use AI tools to gather and clean financial, market, and operational data from various structured and unstructured sources (e.g., filings, news, databases), improving efficiency and accuracy in valuation inputs.
• Incorporate machine learning to identify patterns in historical valuation data, improve forecast accuracy, and support scenario analysis for complex or illiquid investments.
• Leverage Natural Language Processing to extract key insights from investment memos, pitch books, earnings calls, and regulatory filings to support valuation assumptions.
• Partner with management to build, maintain, and deepen client relationships through consistent communication and highquality deliverables.