Manager, Valuations

Summary

Join Juniper Square as a key member of our team, playing a critical role in supporting one of our largest private equity clients by leading valuation support for client engagements. Manage and execute the valuation process for assigned funds, ensuring accuracy and alignment with industry best practices. Collaborate with cross-functional teams across the client’s organization. Gain broad exposure to various facets of the private equity ecosystem while maintaining a core focus on valuations. Bring analytical rigor, a strong understanding of private equity structures, and excellent communication skills to deliver high-quality results. This position offers a unique opportunity to work in a fast-paced and dynamic environment.

Requirements

• Bachelor’s Degree in Finance, Economics, Accounting, or similar discipline (CFA and/or CPA a plus)
• 5 - 10 years of valuation experience
• Proven ability to work in a fast-paced, dynamic, and challenging environment that requires execution of deliverables, projects and initiatives on a timely basis in support of a rapidly growing business
• Thorough understanding of ASC 820 and corresponding valuation guidance
• Familiarity with a wide range of valuation approaches (e.g. Income, Market, OPM, Contingent Claims analysis, etc.)
• Strong interpersonal skills, and the ability to confidently handle a wide range of daily interactions with sophisticated investors and professionals at all levels
• Excellent oral and written communication skills. Confidence presenting to large groups of senior-level individuals
• Proficiency in MS Excel and MS PowerPoint is required
• Experience in developing, reviewing and implementing various valuation models
• Perform market and economic research for portfolio companies, industries and countries
• Ability to work on multiple projects simultaneously while adhering to strict deadlines and maintaining attention to detail
• Strong analytical skills and meticulous attention to detail

Responsibilities

• Serve as the primary liaison for client on all valuation matters
• Oversee and execute the end-to-end valuation process, including deliverable tracking, presentation, and model reviews, and manage ad-hoc requests
• Advise deal teams on valuation model development, ensuring adherence to client policy and external reporting standards
• Facilitate the onboarding of new client portfolio investments by establishing robust data collection for valuation
• Support client deal teams in preparing documentation for financial and comparable company assumptions in valuation models
• Critically assess the client’s assumptions underpinning income, market, and other valuation approaches
• Coordinate and assist with client’s annual audits and interim reviews
• Champion improvements in valuation and reporting processes, procedures, and technology
• Develop and refine presentation materials to effectively communicate client’s valuation results to client’s internal stakeholders as well as client’s external stakeholders
• Lead discussions and cultivate client relationships with diverse stakeholders, ensuring timely delivery of information

Preferred Qualifications

• Private Equity and Real estate valuation experience, transaction services, financial planning and analysis, corporate development, consulting, data analytic or private company valuation experience are a plus
• Big 4 valuation practice experience is a plus
• Advanced data analytical and data visualization skills are a plus
• Working knowledge of Dynamo is an advantage

Benefits

• Health, dental, and vision care for you and your family
• Life insurance
• Mental wellness coverage
• Fertility and growing family support
• Flex Time Off in addition to company paid holidays
• Paid family leave, medical leave, and bereavement leave policies
• Retirement saving plans
• Allowance to customize your work and technology setup at home
• Annual professional development stipend