Description

We are looking to bring on board a skilled Sr. Finance Associate (Real Estate) in the Back Bay of Boston, Massachusetts. The role will be centered on the finance sector, specifically in areas of investment management and real estate. The successful candidate will be part of our finance team, contributing significantly to the financial planning, reporting, and strategic analysis of our operations.

KEY RESPONSIBILITIES

· Perform quarterly valuation analyses on companies and their securities across a wide range of industries using relevant qualitative and quantitative information gathered, through the application of internal valuation models for private credit and equity investments.

· Monitor performance of underlying portfolio companies, including spreading of financials and analytics.

· Communicate relevant trends and performance drivers, as well as reporting on portfolio company credit metrics.

· Liaise with Deal Team, Finance/Operations Team, Trading Desk, Credit Rating Agencies, and external valuation consultants.

· Research and identify guideline company comparables through the use of public market data.

· Synthesize data to support, challenge and reconcile conclusions, including back testing and stress testing.

· Propose enhancements and updates to procedures, processes and methodologies in line with best practices.

· Assist with external audit requests.

Requirements

GENERAL QUALIFICATIONS

· Familiarity with capital markets, corporate securities and capital structures, including financial modeling (i.e. fundamental analysis).

· Strong financial statement analysis skills.

· Ability to prioritize multiple responsibilities and work under tight deadlines.

· Ability to decipher complex legal documents.

· Experience with Geneva, Everest, Bloomberg and/or CapIQ a plus, but not required.

· Strong oral and written communication skills and superior analytical capabilities through the use of public data sources.

DESIRED BACKGROUND/EDUCATION

· 2-4 years of direct experience utilizing valuation techniques and methodologies (Discounted Cash Flows, Market Comparables, etc.) within a private equity, investment banking, valuation research, or consulting firm. Preference for prior Credit/Direct Lending experience.

· Progression towards CFA charter

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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