Associate Director/ Director , Valuation Professional

Barings LLC

$95K — $160K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of related work experience
  • Experience in building valuation models (DCF, Comp Multiple and Option Models)
  • Knowledge of capital markets and illiquid valuations (e.g., bank loans, mezzanine loans, private equity)
  • Demonstrated analytical and problem-solving skills, with a focus on streamlining processes
  • Ability to manage multiple complex financial models under tight deadlines
  • Comfort presenting clear valuation methodologies to senior management
  • Understanding of alternative investment strategies and products

Responsibilities

  • Facilitate the quarterly valuation process for Credit and Private Equity segments
  • Independently value financial instruments and complex securities across capital structures
  • Develop and challenge valuation methodologies and models for new and existing investments
  • Collaborate with investment teams on deal origination and investment understanding
  • Create and present summary materials to valuation committees
  • Coordinate with third-party valuation firms for accurate and timely valuations
  • Review and update marketing materials and valuation policies for compliance and investor communication

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Fitness center reimbursement program, including online memberships
  • Highly competitive 401(k) plan with company match
  • Paid vacation, sick days, and annual holidays
  • Education assistance program
  • Charitable matching gifts program
  • Paid leave for various family-related and personal events
Full Job Description
Title: Associate Director/ Director , Valuation Professional Business Unit: CFO, Pricing Operations Location: Charlotte, NC; New York, NY; Chicago, IL; Boston, MA Job Summary The Valuations Professional is part of the global team responsible for Private Equity and Credit portfolio valuation, as well as valuation-related exercises for Barings' BDC complex. This role will also provide a range of key statistics and results to various stakeholders across the firm and investor base. Primary Responsibilities • Facilitate the Valuation Process in the Credit and Private Equity segment - generally a quarterly process covering a wide variety of asset classes across hundreds of borrowers/issuers • Value financial instruments and complex securities across the capital structure independently, including loans, equity (common/preferred), convertibles, and warrants • Leverage and continue to develop a deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge throughout Barings • Develop valuation methodologies and models for new investments and challenge methodologies and assumptions for existing investments utilizing technical knowledge • Collaborate with investment teams to understand new investments and deal origination assumptions • Create summary materials and present to valuation committees for review and approval of significant changes/events, valuation and market trends, and key judgments • Coordinate with third party valuation firms and deal teams to create accurate, timely valuations • Perform advisory valuation services to various business units on an ad hoc basis • Review and update Marketing materials sent to existing/potential investors. Present on valuation procedures and best practices to existing/potential investors. • Review and update Valuation Policies and make proactive policy recommendations to the firm's Valuation Committee • Prepare documentation in support of compliance with SOX and external audit requirements Qualifications • 3-5 years of related work experience • Experience building valuation models (DCF, Comp Multiple and Option Models) • Knowledge of capital markets/ illiquid valuations (examples - bank loans, mezzanine loans, and private equity) • Demonstrated technical, analytical, and problem-solving skills, including streamlining processes • Ability to complete financial models under the pressure of tight deadlines, and apply modeling techniques to complex scenarios • Comfort managing the valuation process across a large quantity of diverse investments in parallel • Confidence presenting valuation methodologies and assumptions to senior management concisely and clearly • Understanding of Alternative Investment strategies and products • Bachelor's or Master's degree in Finance, Accounting or Economics preferred • Strong functional background working with Excel. Familiarity with Capital IQ and Bloomberg a plus. • Finance, Valuation, or Investment Banking training program preferred • CFA professional designation or working towards, a plus • Basic understanding of relational databases and SQL Base Salary Range ($95,000- $160,000 - based on experience and position level) in addition to incentive programs. #LI-JS1 Requisite Skills Additional Skills Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS • Medical (including Virtual Care), Prescription, Dental, and Vision Coverage • Fitness Center Reimbursement Program (Including Online Memberships) • Employee Assistance Program (EAP) • Fertility Benefits FINANCIAL WELL-BEING • Highly competitive 401(k) Plan with Company Match • Health Savings Account (HSA) with Company Contributions • Flexible Spending Accounts (FSA) - Health Care & Dependent Care • Retirement Health Reimbursement Account LIFE INSURANCE • Basic and Supplemental Life Insurance • Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE • Paid Vacation, Sick Days and Annual Holidays • Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) • Short and Long Term Disability Plans • Paid Volunteer Time OTHER BENEFITS • Education Assistance Program • Charitable Matching Gifts Program • Commuter Reimbursement Program • Adoption and Surrogacy Reimbursement Program

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