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Valuation Specialist

Bala Cynwyd, PA

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Our client in Bala Cynwyd is seeking a Valuation Specialist to join their team. This client is in the financial services industry 



  • Assist Valuation team in performing reviews and reasonableness assessments of third-party prepared valuation models as part of a quarterly valuation process
  • Assist with providing information for external auditors on specific valuation related questions Working with internal deal teams to gather data and information pertinent to the valuation of portfolio companies Assist team with reporting and presenting analyses and conclusions, including written reports, to internal valuation committees
  • Assist team with performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
  • Special projects as assigned

Job Requirements


  • Bachelor’s Degree required 0-2 years of related business work experience Financial modelling skills, a plus
  • Demonstrated record of solving complex problems and completing challenging projects Achievement or progress towards Master’s degree and/or a CFA a plus 
  • Excellent Excel skills 
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