Senior Investment Performance & Valuation Analyst

Senior Investment Performance & Valuation Analyst at Lincoln Search Consultants, Inc. Senior Investment Performance & Valuation Analyst at Lincoln Search Consultants, Inc. in Stone Park, Illinois Posted in 3 days ago.

Type:

full-time

Job Description:

Senior Investment Performance & Valuation Analyst Location:

Chicago, IL (Hybrid) About the Opportunity A highly regarded, growth-oriented investment firm is adding a newly created role to its finance team. With continued expansion across its investment strategies and portfolio, the firm is building out its Valuation & Performance capabilities to support increasing complexity and scale. This role sits within the Valuation & Performance function and offers direct exposure to investment professionals, senior leadership, and cross-functional teams including Legal, Compliance, and Business Development. What You'll Do Valuations Support quarterly valuation processes across a diverse and growing portfolio Prepare and analyze portfolio company valuations and key metrics Partner with investment teams to understand company performance, forecasts, and outlook Maintain valuation support documentation and ensure compliance with internal policies Interface with auditors and third parties on valuation matters Performance & Reporting Maintain fund and portfolio performance track records Support internal reporting, forecasting, and ad hoc analyses Assist with investor-related reporting and information requests Portfolio Data & Process Improvement Help support and scale portfolio company data collection and validation processes Partner with portfolio finance teams to gather key performance metrics Contribute to initiatives focused on enhancing reporting workflows and improving data processes, including leveraging technology tools What They're Looking For Bachelor's degree in Finance or Accounting ~4-5 years of experience in valuation, transaction advisory, or related field Strong understanding of valuation methodologies and financial analysis (ASC 820 exposure preferred) Advanced Excel skills; familiarity with tools such as FactSet, Bloomberg, or similar Strong modeling, analytical, and presentation skills High attention to detail and ability to manage multiple priorities Strong communication skills and ability to collaborate across teams Comfortable in a fast-paced, high-accountability environment Why This Role Newly created position tied to firm growth and increasing portfolio complexity High visibility across deal teams and senior leadership Exposure to complex investment structures and portfolio strategies Opportunity to influence reporting and process improvements Collaborative, performance-driven environment Additional Details Hybrid schedule (3 days in office; team-oriented environment) Competitive salary and benefits package