Manager - Valuation Operations

- The Valuation Operations Manager will be part of a global team, monthly and quarterly valuation processes, including liaising with 3rd party valuation firms, investment and finance teams, and auditors, working with these groups to meet desired deliverable timelines.

- An ability to manage multiple tasks while working under strict time deadlines is essential.

- This role will focus primarily on Private Debt, CLO, and Distressed and Special Situations investments.

- The ideal candidate will have a mix of operations/ accounting, experience in managing and strong analytical and communication skills. This individual will collaborate with colleagues across the front, middle and back office, and will report to a VP of Finance out of the Boston office.

Responsibilities:

Responsibilities include but are not limited to:

- Facilitate monthly and quarterly Valuation Processes covering a variety of credit strategies and asset types across hundreds of borrowers/issuers

- Help recruit, train, manage and develop a Valuation Operations team to support the firm's global Valuation Processes

- Manage the population of assets in scope for valuation,

- Communicate effectively with the global team on day-to-day workflow status, open items, questions, personnel, etc., navigating time zone differences as necessary,

- Design the systems and processes needed for efficient valuation workflows with an initial focus on Structured Credit pricing,

- Leverage technology to streamline workflows,

- Support the creation of summary materials for valuation committees to review and approve significant changes/events, valuation and market trends, and key judgments,

- Prepare documentation in support of compliance with external audit requirements, including SOX reporting,

- Work with the Global Valuation Specialist to drive enhancements and improvements to the overall valuations and reporting processes, procedures, use of internal resources, and technology

Qualifications:

The successful candidate will ideally possess:

- 7-10+ years of experience within financial services, preferably with credit experience

- Experience with leveraged loans and leverage facilities preferred

- Ability to partner and communicate effectively across an organization including with technology, finance, portfolio analytics, portfolio management, and deal team

- Strong Microsoft Office skills are required

- Proven record of project management/oversight with strong communication skills

- Team player with the ability to build strong relationships at all levels within the firm

- Knowledge of capital markets/ illiquid valuations a plus

- Demonstrated technical, analytical, and problem-solving skills, including streamlining processes

- Ability to complete multiple tasks under the pressure of tight deadlines

- Comfort facilitating the valuation processes across a large quantity of diverse investments in parallel