VALUATION SPECIALIST

Position overview

Challenges and responsibilities

• Lead quarterly and ad hoc fair-value assessments of private-company equity investments.
• Assess complex capital structures, including preferred shares, convertibles, warrants, options, share classes, and financing rights.
• Apply market, income, transaction, option-pricing, and scenario-based valuation approaches.
• Analyze company performance, financing rounds, capitalization, liquidity, cash runway, milestones, and market conditions.
• Build, review, and validate valuation models, including sensitivity, option-pricing, and allocation or waterfall analyses.
• Provide supported valuation recommendations to investment teams, management, valuation committees, and auditors.
• Support mark-to-market exercises and conduct portfolio, industry, transaction, and public-market analyses.
• Improve valuation processes, documentation, automation, and reporting.
• Use AI productivity tools appropriately while preserving confidentiality, professional judgment, and human oversight.

Education and experience

• Bachelor’s degree in Commerce, Accounting, Finance, Business Administration, or a related field.
• 3 to 5 years of relevant experience in valuation, transaction advisory, venture capital, private equity, investment banking, audit, corporate finance, pension funds, or a similar institution.
• Experience performing or reviewing private-company equity valuations, including early-stage, venture-backed, or high-growth businesses.
• Experience analyzing financing rounds, capitalization tables, shareholder rights, dilution, and complex equity instruments.
• Experience building, reviewing, or validating financial models and preparing valuation documentation for reporting, governance, audit, or investment purposes.

Technical qualifications

• Knowledge of private-company valuation methods, including market, income, transaction-based, option-pricing, and scenario-based approaches.
• Understanding of venture-capital and growth-equity structures, including liquidation preferences, conversion features, participation rights, anti-dilution provisions, warrants, and options.
• Solid financial-analysis and accounting knowledge; advanced Excel skills for modeling, sensitivity, and scenario analysis.
• Proficiency with Microsoft Word and PowerPoint.
• Experience with financial and private-capital data platforms such as Capital IQ and PitchBook.
• Working knowledge of venture-capital and private-equity markets and practices, and Microsoft Copilot or other generative AI tools.

Work arrangement

• BDC describes its work model as hybrid.

Benefits and development

• Benefits include an employee savings and investment plan with employer contributions, a defined-benefit pension, a wellness and health-care spending account, vacation, personal and sick days, and office closure from December 25 to January 1.
• Learning, training, and development opportunities are offered.