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Assistant Vice President, Portfolio Valuations

Golub Capital Vincennes, United States
Posted 4 days ago Permanent Competitive

Assistant Vice President, Portfolio Valuations

Golub Capital Vincennes, United States
Assistant Vice President, Portfolio Valuations

Position Information




Hiring Manager:

Co-Head of GC Investment Management


Department:

Credit Monitoring




Position Responsibilities



The Assistant Vice President will provide day-to-day support to vertical leads as part of the Credit Monitoring Team. This role will be expected to have valuation experience with exposure to best practice valuation methodologies (e.g., use of publicly traded comparable company data, equity waterfalls, cash flow modeling and debt pricing).



Responsibilities include:



  • Working independently and completing tasks including data entry, report creation, meeting support, investment valuations and financial statement analysis

  • Monitoring, analyzing and valuing a diverse portfolio of debt and equity investments

  • Communicating with deal professionals to obtain knowledge of our borrowers' businesses and operating performance

  • Tracking pending transactions and amendments to credit agreements

  • Preparing files for Independent Valuation Firms, including financial statements, due diligence materials and legal documents

  • Reviewing monthly valuations prepared by independent valuation firms

  • Performing valuations for complex debt and equity investments which require significant judgment, using appropriate methodologies, supportable assumptions and accurate inputs

  • Preparing high quality written valuation reports for investments

  • Providing guidance and mentorship to analysts

  • Assisting vertical leads and credit monitoring management with various valuation tasks and reviews of complex models




Candidate Requirements



Qualifications & Experience:



  • Bachelor's degree required (accounting or finance preferred)

  • 3 - 5 years of relevant work experience in valuation services, private equity, leveraged finance, venture capital and / or investment banking

  • CFA credential is a plus

  • Strong quantitative skills

  • In-depth understanding of financial statements

  • Understanding of legal documents including credit agreements

  • Proven problem-solving ability

  • Ability to work independently, establish priorities and meet deadlines with limited supervision

  • Strong interpersonal and verbal / written communication skills

  • Exceptional attention to detail while still being able to multi-task

  • Strong knowledge of Microsoft Office products, particularly Excel and Word

  • Highly motivated, hardworking and driven

  • Enthusiastic about working in office and creating a Gold Standard hybrid work culture




Critical Competencies for Success




Our Gold Standards define key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.



  • Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.

  • Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.

  • Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.

  • Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.



The
department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.



  • Innovative Mindset: Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people.

  • Compliance: Ensures compliance with laws and regulations. Stays current on legislative and regulatory changes and implements practices to stay compliant.

  • Financial Analysis: Leverages financial policies, accounting principles, technology and other financial analytics and metrics to ensure compliance and generate insights.

  • Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications.

  • Tax and Regulatory Compliance: Complies with tax laws and regulations related to financial accounting principles. Stays informed of changes to tax law, regulations and legal cases to communicate impact to relevant internal and external stakeholders.

  • Technical Communication and Documentation: Documents, communicates and revises documentation for technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience.




Compensation and Benefits



Compensation will be commensurate with experience. GCIM offers a full range of benefits which includes medical, dental, vision and 401(k).



GC Investment Management is an Equal Opportunity Employer.

Job ID  R-12055
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