CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
A leading Financial Technology/Market Data firm in Dallas, TX is looking for a talented Private Equity Valuations professional who enjoys both analytical and client-facing work, and is keen on taking on the challenge of incorporating both into their daily responsibilities.
They will be joining a small, solid team utilizing proprietary software and models to conduct analysis around alternative investments and illiquid securities, and maintain their status as one of the most competitive and sought-after firms in the industry.
Ideal applicant backgrounds include Private Equity Valuations at a hedge fund/investment bank/Big 4 firm, or coming out of an investment banking rotational program.
Manage investment valuations and valuation reviews; develop, implement, and review valuation policies and procedures
Advise investment and valuation teams after review of 100+ investments valuations to ensure technical accuracy and propriety of methods and inputs, present findings and recommendations to firm's valuation committee, and address inquiries from fund auditor
Build client relationships and acting as a direct contact with current and prospective clients in the financial services sector and in and around Texas and the broader South geographic region.
Identifying and communicating potential engagements to executive management
Working with executive management, providing insight and expertise on target industries, market and competitor information focusing on the financial services sector
Mentor junior members on the team, and participate in hiring decisions where applicable
Spearhead new initiatives and policies for process improvement and better workflow management
Bachelor's or Master's degree in Finance, Economics, or a related degree
MBA from a top accredited college/university preferred but not necessary
Successful attainment or current progress towards the CFA highly preferred
2+ years direct experience in a valuations/transaction analysis capacity at a financial services institution
Experienced in constructing and reviewing financial and statistical models e.g. DCF, comparable company and transaction, stock option, loss curves
Leadership and prior management experience highly desired
Strong communication and presentation skills, and able to manage complex workflows and stay on task across large amounts of data
A true team-player with a genuine interest in contributing to the group's mutual successes