Senior Associate - Portfolio Valuation

KPMG

$110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum two years of relevant experience in investment banking or similar fields
  • Bachelor's degree in finance, accounting, economics, or business
  • Advanced finance and financial modeling skills
  • Strong multitasking, problem-solving, and organizational abilities
  • Excellent communication skills; capable of independent and team work
  • No visa sponsorship available for U.S. work authorization

Responsibilities

  • Assist in preparing valuations for illiquid equity and debt investments
  • Interact with various finance professionals on investment valuations
  • Build and update complex financial models using diverse valuation methods
  • Analyze financial and economic data related to investments
  • Prepare valuation reports and presentations
  • Utilize financial tools like Microsoft Office Suite and Bloomberg
  • Maintain integrity and professionalism in the workplace

Benefits

  • Comprehensive medical and dental plans
  • Vision coverage
  • Disability and life insurance
  • 401(k) retirement plans
  • Robust personal well-being benefits
  • Paid Personal Time Off and holiday breaks
Full Job Description
KPMG is currently seeking a Senior Associate - Portfolio Valuation to join our Valuations practice.

Responsibilities:
  • Assist with the preparation of valuations for illiquid equity and/or debt investments
  • Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of debt and equity investments
  • Build new and update existing financial models, including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparable, transaction comparable, and allocation models
  • Perform analysis on financial and economic data, subject companies, guideline companies, industries and markets, and other types of funds as well as investment analysis
  • Prepare valuation and other types of reports and presentations
  • Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers
  • Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment


Qualifications:
  • Minimum two years of recent experience in one or more areas such as investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets
  • Bachelor's degree from an accredited college/university in finance, accounting, economics, or business
  • Possess advanced finance, financial modeling, accounting, and analytical abilities
  • Strong work ethic; ability to multitask, presentation, problem solving and organizational skills with keen attention to detail
  • Excellent written and verbal communication skills, solid research skills; ability to work well in a team environment and/or independently
  • Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-2, H-1B1, F-1, J-1, OPG, CPT or any other employment-based visa)

KPMG LLP and its subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work .

Follow this link to obtain salary ranges by city outside of CA:
https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M302B_4_26

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.

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