Wellington Management Company

Senior Private Investment Valuation Analyst

Wellington Management Company(2 months ago)

HybridFull TimeMedior$90,000 - $180,000Valuation
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About this role

The Private Credit Valuation Analyst assesses and determines the fair value of private and illiquid credit securities within an investment management firm. The role emphasizes financial statement analysis and valuation methodologies to support valuation governance and investor reporting. The position works with internal committees and external providers to ensure accurate, auditable valuations across private credit portfolios.

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Required Skills

  • Credit Analysis
  • Valuation Modeling
  • Financial Analysis
  • Financial Statements
  • SQL
  • PowerBI
  • Tableau
  • Excel Macros
  • Presentation Skills
  • Communication

+4 more

Qualifications

  • CFA
  • MBA

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