Financial Analyst (Supporting Portfolio Company Valuations) Job at Robert Half (Boston)

Sr. Financial Analyst

We are looking for a Sr. Financial Analyst to support high-level financial plann...

Location

United States , Honolulu

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in financial analysis, real estate finance, investment evaluation, or a closely related area
Advanced proficiency in Excel with demonstrated experience building and maintaining detailed financial models
Background in commercial real estate, development, hospitality, or other property-related analysis is strongly preferred
Understanding of lease terms, valuation methods, development economics, financial statements, and accounting fundamentals
Bachelor’s degree in Finance, Accounting, Real Estate, Economics, or a related discipline
Strong attention to detail with the ability to manage multiple priorities and meet deadlines in a fast-paced environment
Experience performing variance analysis, ad hoc reporting, and data-driven financial research is preferred

Job Responsibility

Create and refine financial models used to assess leasing scenarios, asset valuations, acquisitions, dispositions, hospitality results, condominium projects, and annual operating plans
Examine project assumptions, development timelines, budget expectations, and financial outcomes to identify business impact and key risks
Assess opportunities related to property development, asset repositioning, and lease-up approaches, and provide recommendations based on financial findings
Produce pro formas, sensitivity reviews, and scenario-based analyses to support planning and investment decisions
Contribute to due diligence activities tied to purchases, divestitures, and financing transactions by organizing and evaluating financial information
Support company budgeting, forecasting, and broader portfolio review efforts through ongoing analysis and reporting
Partner with cross-functional teams and outside contacts to gather inputs, validate assumptions, and align financial recommendations with business objectives

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Senior Valuations Analyst

Our client is a leading venture capital firm known for partnering with high-grow...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3–6+ years in valuation, VC, PE, or transaction advisory
Strong knowledge of ASC 820 and fair value methodologies
Advanced Excel and financial modeling skills
Experience with fund accounting and venture capital structures preferred
Excellent communication, organization, and attention to detail

Job Responsibility

Prepare and document quarterly valuations for portfolio companies
Review valuation assumptions, market inputs, and provide reports to auditors and leadership
Support quarterly closes, financial statements, and partners’ statements
Manage capital calls, distributions, management fees, and cash forecasting
Mentor fund accountants and coordinate with auditors and LPs
Assist with tax schedules, investor communications, and due diligence requests
Maintain valuation models, NAV packages, and financial documentation
Support compliance, audits, and operational projects

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
free online training

Sr. Analyst, Market Settlement & Portfolio Valuation

The Senior Analyst, as part of the Energy and Commodity Management, Credit & Bus...

Location

United States , Andover

Salary:

119900.00 - 143800.00 USD / Year

Enel

Expiration Date

July 31, 2026

Requirements

Knowledge of and experience with Data Analytics including database development, optimization and interpretation of data, and producing reports from the results of data analysis
4+ years of Accounting or business-related experience in energy companies or Investment banks
Knowledge of commodity trading and trading fundamentals in power industry
5+ years Commodity Settlement, Energy Settlement, and/or Scheduling experience
Must work and communicate effectively with all levels of personnel within the company
Ability to multi-task and adjust priorities as needed
Strong Organizational and problem resolution skills, including the ability to meet deadlines
General accounting knowledge of payables, receivables, accounting for derivatives
Bachelor's degree in Accounting, Finance or Business OR Associates Degree in Accounting, Finance or Business with 3+ years of experience in Accounting or Business
Strong analytical, critical and economical thinking and problem-solving skills

Job Responsibility

Demonstrate knowledge of the renewable energy industry and the North American energy markets, including the ISO/RTO settlement protocols
Participate and lead process implementation of daily, weekly and monthly settlements of physical and financial trading activities (Accounts Payable/Receivable)
Collaborate with the Contract and Account Management team to accurately reconcile power plant generation output and pricing as well as settlement and invoicing of Renewable Energy Credits
Perform analytical research to determine cause of settlement discrepancies
Coordinate with counterparties to proactively and timely resolve invoice reconciliation discrepancies
Monitor power and natural gas transactions to ensure they are correctly captured in the transaction management system, ensuring data quality, deal confirmation and communicating impacts to commercial and accounting teams
Understand contract details, fees, rates, and payment schedules to ensure all items for settlement are captured in a timely manner
Reconcile RTO/ISO statements to estimates and ensure all costs are correctly allocated to the proper generation assets
Develop reporting methodology to accurately present realized fees and P&L to Front Office, Middle Office and Portfolio Management teams
Assure accuracy and integrity of activity recorded in general ledger

What we offer

401k with match fully vested as of day one
Generous PTO that supports work/life balance including 4 weeks annually of vacation as well as personal days, volunteer days, your birthday off, paid holidays, and sick time
Paid leave programs
The opportunity to grow and develop your career with the support and mentorship of senior leaders
The opportunity to work for one of the world’s most recognizable and respected brands in the energy industry
Affordable, quality healthcare for you and your family
Life insurance and disability benefits
Retirement benefits
Flexible spending accounts
Tuition reimbursement and professional development allowance

Fulltime

Financial and Investment Analyst

The Financial and Investment Analyst supports the Timberland Fund across PE-styl...

Location

Chile

Salary:

Not provided

Finance in Motion

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
Minimum 3 years of Private Equity experience (deal analysis and/or portfolio company monitoring/controlling)
Controlling/performance management experience (budgeting, forecasting, KPI tracking, variance analysis)
Advanced Excel and financial modeling skills
able to deliver IC-ready and investor-ready materials
Fluent English and Spanish (written and verbal)
Strong stakeholder management
comfortable challenging assumptions and driving deadlines

Job Responsibility

Build and maintain PE-standard models (DCF, IRR, multiples, scenarios, sensitivities)
Support acquisitions/dispositions: diligence analytics, data coordination, and investment committee materials
Translate timberland value drivers into underwriting assumptions (pricing/volumes, harvest cash flows, opex, capex, exit)
Support negotiations and stakeholder presentations as needed
Own controlling cadence for assigned investees (budgets, forecasts/rolling outlooks, variance analysis)
Manage cash flow planning, working capital, and capex tracking
support liquidity management and monitor FX exposure where applicable
Maintain KPI governance and lead regular performance reviews
escalate risks/opportunities with recommendations
Strengthen internal controls, governance frameworks, and financial systems

What we offer

An agile, widely diverse international working environment with employees of 68 nationalities that is keenly interested in making a positive difference through their work and who share a collaborative, can-do spirit
A job that allows you to fully utilize and expand your skills within an innovative, hands-on company culture
A purpose-driven, performance-oriented company that rewards above-average results
An organization dedicated to providing effective training and upskilling to its employees
A company that offers a flexible and amicable work environment, placing a high value on work-life balance

Developed Market Equities Analyst

In your role as Developed Market Equities Analyst, you will make a meaningful an...

Location

United Kingdom , London

Salary:

Not provided

USS

Expiration Date

Until further notice

Requirements

Experience in financial markets
Strong analytical ability
Regional specific experience - North America (Mid-level experience)
Sector specific experience - North America Technology, Media, Internet (Mid-level experience)
A good understanding of valuation techniques and fundamental analysis
A good understanding of corporate governance, public equity markets and Responsible Investment
Ability to represent USS externally in a professional manner
Proficiency in MS Office applications
Graphical presentation capability - PowerPoint or equivalent

Job Responsibility

Identifying investment opportunities which align with the DME investment philosophy
Providing rigorous, fundamental research for each investment candidate to understand the business model, assess the company’s prospects and evaluate how the company is being valued by the market
Taking ownership of allocated investment candidates and holdings, ensuring up-to-date knowledge and awareness of key material investment considerations (including ESG) which will be significant over the investment horizon of USS
Documenting research (including engagement) and recommendations in line with the requirements set out in the Equities Documentation Requirements
Continually evaluating the validity of the initial investment hypotheses in light of real-world evidence
Seeking continuous improvement in the investment platform across all dimensions to deliver on the team’s objectives
Collaborating with other analysts within equities but also across the wider group - to include RI, PMG and Credit
Regular meetings with Head of DM/GEMs and Portfolio Managers regarding the mandates, the evolution of their investment ideas and improvements to the investment research process and team development and efficiency
Regular meetings with DM/GEMs colleagues on their investment ideas, improvements to their investment process and areas for individual development
Engaging with the Responsible Investment team to ensure appropriate measures and integration of ESG issues as part of their investment assessments

What we offer

Great starting salary
Generous annual leave package
Access to a high quality pension scheme provided through Universities Superannuation Scheme
Supportive people policies (including enhanced occupational sickness pay and family friendly pay)
Financial contributions towards your personal development to help you maintain your physical and mental wellbeing
Access to a range of health and wellbeing services i.e., private healthcare, discounted gym membership
Learning and development opportunities to develop your skills, knowledge and talent
Employee Volunteer Day’s to support the communities where you work and live
Cycle to Work Scheme

Fulltime

Investment Operations Analyst

Investment Operations Analyst role at Sammons Financial Group Asset Management i...

Location

United States , West Des Moines

Salary:

77019.99 - 128365.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Finance, Economics, Actuarial Science, Mathematics, or related field Required
2-4 years' of relevant investment operations, IBOR support, or investment data management experience Preferred
Experience supporting multiple asset classes, including fixed income, structured products, and private or alternative investments Preferred
Experience with Power Query, Power BI, SQL, or similar data tools Preferred
Working knowledge of investment products and operational workflows across multiple asset classes
Strong analytical and problem-solving skills with the ability to identify root causes within defined processes
Ability to independently manage recurring operational responsibilities with attention to detail and accuracy
Effective communication skills to partner with accounting, investment, and operations stakeholders
Ability to prioritize competing deadlines in a production-oriented environment
Due to the financial nature and level of accountability of this position, a credit and criminal background check is required

Job Responsibility

Maintain the daily accuracy and integrity of the Investment Book of Record (IBOR) through reconciliations, data validation and maintenance, reporting, and operational support across a diverse investment portfolio including public and private asset classes
Apply established investment operations practices to resolve data discrepancies, support structured and complex instruments, and ensure timely and accurate downstream reporting
Work independently within defined processes while escalating higher-risk or ambiguous issues appropriately and contributing to ongoing process improvements
Perform daily and periodic validation of positions, transactions, pricing, and security data within the IBOR to ensure completeness and accuracy
Execute IBOR to ABOR reconciliations, investigate variances, and resolve discrepancies using established procedures
escalate complex or systemic issues as appropriate
Build, maintain, and update securities and transactions across public and private asset classes, ensuring accurate setup and documentation
Conduct reasonableness reviews of valuation movements, cash flows, corporate actions, and investment activity
Monitor and resolve investment data exceptions impacting performance measurement, and operational processes
Support structured products and private investments through use of Intex and other vendor systems to validate cash flows and investment data inputs

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

Fulltime

Finance Analyst – Private Equity

Goodman Masson are partnering with a leading global private markets investment f...

Location

United Kingdom , London

Salary:

60000.00 - 65000.00 GBP / Year

Goodman Masson

Expiration Date

Until further notice

Requirements

Recently qualified accountant (ACA / ACCA / CIMA) – 0 – 2 / 3 years PQE
Trained in practice (Audit, Transaction Services, M&A, Corporate Finance, etc.) and/or in industry (Fund Accounting, an Investment Banking graduate rotation, etc), within Private Equity, Private Credit, Investment Management, or wider Financial Services
Strong academic background (2:1 or equivalent preferred)
Strong analytical skills with excellent attention to detail
Advanced Excel skills and confidence working with financial data
Strong communication and interpersonal skills, with the confidence to engage with senior stakeholders and build relationships across the business
Proactive mindset with the confidence to take ownership, solve problems and suggest improvements
Exposure to valuation methodologies, investment performance analysis or portfolio monitoring would be advantageous

Job Responsibility

Monitoring and reviewing investment valuations through detailed analysis of underlying manager reporting and portfolio company financial information
Preparing materials for internal valuation and performance review processes
Supporting investment monitoring activities including analysis of portfolio performance, fund exposure and underlying investment trends
Partnering with investment, fundraising and investor relations teams to support performance analysis, investor reporting and fundraising materials
Tracking new transactions and coordinating with internal stakeholders to ensure operational readiness and reporting accuracy
Supporting quarterly reporting processes including performance packs and analysis for senior stakeholders
Working across finance, operations and investment teams to support governance processes and complex investment structures
Contributing to process improvements, automation initiatives and data enhancement projects in partnership with finance and technology teams
Supporting cross-functional projects across finance, operations and investment teams

Fulltime

Credit Analyst - Officer

Citi continues to enhance its business control and governance framework by build...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Post Graduate degree in Finance, Commerce, Accounting, or related discipline (MBA, CA, CFA, etc.)
2–4 years of experience in credit analysis, audit, or financial research (internships acceptable)
Good understanding of financial statements and key ratios
Knowledge of financial modeling concepts
Strong Excel and PowerPoint skills
Analytical mindset and attention to detail
Eagerness to learn credit processes and policy frameworks
Team collaboration and clear communication skills
Organizational skills with ability and willingness to work under pressure and manage time and priorities effectively

Job Responsibility

Support in preparing financial models and Company valuations using standard approaches (comparable company analysis, precedent transactions, etc.)
Assist in drafting credit notes, memos, and financial assessments under supervision
Spread financial statements in accordance with bank guidelines including calculation of cash flow, debt service coverage, collateral coverage, and guarantor net worth
Track operating and financial performance, prepare quarterly monitoring reports, and update key portfolio metrics
Conduct Ratio analysis, and write operating performance commentary
Ensure accurate recordkeeping and compliance with internal credit policies and procedures
Coordinate with internal teams for data collection, documentation, and audit requirements
Co-manage of accounts with internal partners

What we offer

Access to telehealth options, health advocates, confidential counseling and more
Expanded Paid Parental Leave Policy
Access to an array of learning and development resources
Generous paid time off packages
Resources and tools to volunteer in the communities in which they live and work

Fulltime

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Financial Analyst (Supporting Portfolio Company Valuations)

Job Description

Job Responsibility

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