Manager, Valuations

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Private Equity, Venture Capital, Real Estate InvestmentIndustries

Requirements

Candidates should possess a Bachelor’s degree in Finance, Economics, Accounting, or a related discipline, and have between 5 and 10 years of valuation experience. A CFA or CPA certification is preferred, and experience in private equity, real estate valuation, transaction services, financial planning and analysis, corporate development, consulting, data analytics, or private company valuation is a plus. Previous experience with the Big 4 valuation practice is also desirable.

Responsibilities

As a Manager, Valuations, you will serve as the primary liaison for the client on all valuation matters, overseeing and executing the end-to-end valuation process, including deliverable tracking, presentation, and model reviews. You will advise deal teams on valuation model development, ensuring adherence to client policy and external reporting standards, and facilitate the onboarding of new client portfolio investments. Furthermore, you will critically assess client assumptions, coordinate annual audits, and champion improvements in valuation processes, procedures, and technology while developing and refining presentation materials for internal and external stakeholders and leading discussions with diverse stakeholders.

Skills

Valuation Support

Private Equity

Financial Analysis

Industry Best Practices

Cross-Functional Collaboration

Fund Administration

Deal Team Coordination

Accounting

Investor Services

Compliance

Juniper Square

Technology solutions for private investment partnerships

About Juniper Square

Juniper Square provides a comprehensive platform for managing private investment partnerships in sectors like commercial real estate, private equity, and venture capital. The platform supports all phases of the investment lifecycle, including fundraising, investor operations, and fund administration. It connects general partners (GPs) and limited partners (LPs), facilitating communication and collaboration throughout their investment journeys. By automating processes and making critical investment data easily accessible, Juniper Square helps reduce manual work and accelerates investment closings. Unlike its competitors, Juniper Square offers a universal system tailored specifically for private markets, accommodating firms of any size and complexity. The company's goal is to simplify and enhance the investment process, ensuring secure management and sharing of sensitive information.

San Francisco, CaliforniaHeadquarters

2014Year Founded

$234.4MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Competitive salary

Meaningful equity

Health, dental, & vision care

Unlimited vacation policy

Generous paid family leave, medical leave, & bereavement leave policies

401k retirement savings plan

Healthcare FSA & commuter benefits programs

Professional development stipend

Monthly work from home wellness stipend

Mental wellness coverage

Home office productivity allowance

Risks

Increased competition from emerging fintech startups could erode market share.

Integration of Forstone Luxembourg may disrupt existing workflows if mismanaged.

Rapid international expansion exposes Juniper Square to unfamiliar regulatory environments.

Differentiation

Juniper Square offers a universal system for private investment partnerships.

The platform provides a 360-degree view of investment data for stakeholders.

Juniper Square supports firms of all sizes, regardless of investment complexity.

Upsides

Acquisition of Forstone Luxembourg expands global fund administration capabilities.

Integration with AltExchange unlocks new alternative investment opportunities.

Surpassed $1 trillion in investor equity, showcasing rapid growth.

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