Valuations Manager

Valuations Manager at Atlas Search Valuations Manager at Atlas Search in Mamaroneck, New York Posted in about 3 hours ago.

Type:

full-time

Job Description:

A leading global investment firm focused on partnering with high-growth, innovation-driven companies is seeking a Valuations Manager to join its finance and portfolio operations team. The firm invests across a broad range of sectors including technology, healthcare, consumer, digital assets, and other emerging industries. The position follows a hybrid schedule based in the greater New York metropolitan area. The Valuations Manager will play a key role in overseeing the quarterly valuation process for a diverse private investment portfolio. This individual will be responsible for managing valuation workflows, reviewing financial models, analyzing portfolio performance, and supporting broader portfolio analytics and reporting initiatives. The role partners closely with investment professionals, finance leadership, and an offshore valuation support team. This position is highly analytical and combines valuation oversight with strategic portfolio analysis. The ideal candidate will have strong experience in private company valuations, financial modeling, market analysis, and portfolio monitoring, along with the ability to identify trends, evaluate assumptions, and communicate insights to senior stakeholders.

Key Responsibilities:

Manage the quarterly valuation cycle and ensure timely completion of deliverables Review and oversee valuation models, supporting schedules, and analyses prepared by internal and offshore teams Evaluate valuation methodologies, assumptions, market comparables, and portfolio company performance metrics Analyze capital structures, financing rounds, waterfall calculations, and ownership changes Conduct portfolio analytics, performance tracking, and ad hoc financial analysis for leadership and investment teams Support investor reporting, fundraising requests, diligence inquiries, and internal reporting processes Assist with financial modeling including guideline public company analysis, option pricing, scenario analysis, IRR projections, and related valuation methodologies Maintain and enhance portfolio data, reporting templates, and analytical processes Identify opportunities to improve efficiency through automation, technology, and AI-enabled tools Collaborate cross-functionally with finance, operations, and investment professionals on valuation and portfolio-related initiatives

Candidate Profile:

Approximately 4-8 years of experience in valuation, transaction advisory, investment analysis, portfolio monitoring, private equity, venture capital, or a related field Strong understanding of private company valuation methodologies and financial modeling Experience reviewing and managing work prepared by others in a deadline-driven environment Ability to analyze large volumes of financial and operational data and communicate findings effectively Strong attention to detail, problem-solving skills, and intellectual curiosity Comfortable working in a fast-paced, entrepreneurial environment with evolving priorities Interest in financial markets, private investments, and high-growth sectors Exposure to automation, data tools, or AI-enabled workflow improvements is highly preferred Compensation includes base salary, bonus potential, and comprehensive benefits.