Portfolio Monitoring and Valuation, Associate - #1131004

The Company

my client is one of the biggest player in the Private Equity industry. Due to a strong focus in Asia, they are looking for an Associate with experience in Valuation and Portfolio Monitoring experience.

The Role

Portfolio & Market Monitoring

• Engage with portfolio company management teams and investment professionals to obtain and review Board of Directors materials, Monthly Operating Reviews, and monthly and quarterly financial results.
• Analyze key financial and operating metrics, including growth and profitability, liquidity and cash flow, value creation drivers, and private equity return metrics; combine quantitative analysis with qualitative assessments of company performance and momentum.
• Collaborate with cross-functional teams to identify actionable insights from portfolio company data and escalate key findings to appropriate stakeholders.
• Manage and maintain a centralized database of portfolio company financial and operating information, including onboarding and integration of new portfolio companies.
• Valuation
• Coordinate and support the quarterly valuation process across the portfolio, providing analytical and operational leverage to investment teams.
• Manage end-to-end quarterly valuation execution, including distribution, collection, and synthesis of valuation templates.

Valuation Process & Reporting

• Partner with third-party valuation firms to develop standardized valuation templates for new investments and pre-populate templates with relevant portfolio company data.
• Liaise with investment professionals to support valuation development, provide inputs and analyses, and respond to valuation-related inquiries.
• Review quarterly valuation materials prepared by investment teams; assess valuation methodologies and assumptions against best practices and perform qualitative reasonableness reviews.
• Compile valuation summaries and review materials for Valuation Committee meetings, firm leadership, and other internal stakeholders as needed.
• Prepare quarterly valuation reports for fund accounting to support the preparation of fund financial statements.
• Assist in maintaining detailed valuation workpapers and documentation supporting all quarterly valuations.
• Coordinate valuation reviews with third-party valuation firms and external auditors.
• Prepare investment summaries for inclusion in investor reporting materials.

Others

• Contribute to the ongoing enhancement of valuation and portfolio management best practices and processes.
• Proactively monitor business, industry, and macroeconomic developments to assess potential impacts on portfolio company performance and valuations.

Your Profile

Seeking for someone with minimally 3 years of Private Equity experience in Valuation and Portfolio Monitoring. Candidate from Advisory or Consulting are welcome to apply.

Apply Today

Robert Half International Pte Ltd. Co. Registration no.: 200612189E | EA Licence no.: 07C5595 | Lucas Tan EA Registration no.: R1330519

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