Senior Associate - Portfolio Valuation

About the role

KPMG's valuation professionals provide clients robust and informed guidance on valuation matters across multiple sectors, deal stages and business needs. We determine fair (market) value of equity shares, assets or complex financial instruments for mergers and acquisitions, financial reporting, tax and other regulatory standards. Our engagements include providing pre and post deal Purchase Price Allocations (PPA), Impairment Testing, employee or management incentive scheme valuations, and recurring fund valuations.

Responsibilities

• Assist with the preparation of valuations for illiquid equity and/or debt investments
• Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of debt and equity investments
• Build new and update existing financial models, including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparable, transaction comparable, and allocation models
• Perform analysis on financial and economic data, subject companies, guideline companies, industries and markets, and other types of funds as well as investment analysis
• Prepare valuation and other types of reports and presentations
• Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers
• Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment

Qualifications

• Minimum two years of recent valuation experience in one or more areas such as investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets
• Bachelor's degree from an accredited college/university in finance, accounting, economics, or business
• Possess advanced finance, financial modeling, accounting, and analytical abilities
• Strong work ethic; ability to multitask, presentation, problem solving and organizational skills with keen attention to detail
• Excellent written and verbal communication skills, solid research skills; ability to work well in a team environment and/or independently

Pay

KPMG offers a comprehensive compensation and benefits package. Follow this link to obtain salary ranges by city outside of CA: https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M302B_4_26

Benefits

• Variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health
• Personal Time Off per fiscal year (based on job classification, standard work hours, and years of service)
• Annual calendar of holidays to be observed, plus two breaks each year where employees are not required to use Personal Time Off (one at year end and one around the July 4th holiday)