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S&P Global

Delivers credit ratings, market data, indices

Principal – Private Market Valuation

Finance & BankingUpdated on Nov 6
Full-timeDallas, TX, USA

About the Job

Requirements

  • CFA charterholder, qualified accountant, or progress toward a relevant professional qualification.
  • Five or more years of experience in valuation, financial advisory, transaction advisory, investment banking, private equity, credit analysis, or a related financial services field, with meaningful exposure to private and illiquid investments.
  • Experience managing engagements and interacting directly with institutional clients, auditors, investment professionals, and other senior stakeholders.
  • Strong organizational and project management skills, with the ability to manage multiple engagements, priorities, and deadlines in a fast-paced environment.
  • Strong written and verbal communication skills, including the ability to clearly articulate and support complex valuation conclusions.

Responsibilities

  • Lead and perform valuations of a broad spectrum of illiquid and complex investments, including private equity, venture-stage equity, senior and subordinated debt, convertible instruments, preferred equity, and complex derivative securities across diverse industries and geographies.
  • Apply standard and advanced valuation methodologies in accordance with relevant accounting and valuation frameworks, including ASC 820, IFRS 13, and IPEV guidelines. Methodologies may include discounted cash flow (DCF), guideline public company and precedent transaction approaches, option pricing models (OPM), backsolve analyses, waterfall structures, scenario-based approaches, and other appropriate valuation techniques.
  • Serve as the day-to-day engagement lead and primary point of contact for institutional clients, overseeing valuation engagements from initial information gathering and analysis through review and final delivery.
  • Lead client discussions to present valuation conclusions, explain key assumptions and valuation drivers, address methodological inquiries, and navigate differing perspectives on complex or judgmental valuation matters.
  • Exercise independent judgment on complex valuation matters, identify key valuation considerations and areas of risk, and escalate significant technical or client matters to senior leadership when appropriate.
  • Review valuation analyses, financial models, supporting documentation, and written reports prepared by analysts and associates to ensure technical accuracy, methodological consistency, appropriate documentation, and adherence to internal quality standards.
  • Lead audit defense efforts by articulating and supporting valuation methodologies, key assumptions, market inputs, calibration approaches, and valuation conclusions in response to auditor inquiries and challenges.
  • Mentor and develop junior analysts and associates through ongoing technical guidance, review of work product, coaching, and constructive feedback, helping team members strengthen their technical capabilities and develop independent valuation judgment.
  • Contribute to the design, enhancement, and standardization of financial models, valuation tools, methodologies, templates, and processes to improve analytical rigor, consistency, scalability, and operational efficiency.
  • Partner with senior leadership to build and maintain strong client relationships, support client retention, identify opportunities to expand existing engagements, and contribute to the continued growth of the valuation practice.
  • Leverage AI-enabled tools to support the collection, organization, and analysis of financial, market, and operational data from structured and unstructured sources, enhancing efficiency and consistency in valuation analysis.
  • Utilize machine-learning capabilities and analytical tools, where appropriate, to identify trends and patterns in financial and market data and support forecasting, scenario analysis, and valuation assessments.

Desired Qualifications

  • Demonstrated ability to review the work of junior professionals and provide effective technical guidance, coaching, and feedback.
  • Strong experience constructing and reviewing valuation and financial models, including discounted cash flow, comparable company, comparable transaction, and credit/debt valuation analyses.
  • Strong understanding of valuation principles and relevant fair value frameworks, including ASC 820 and/or IFRS 13.
  • Familiarity with emerging technologies, including AI-enabled analytical tools, and an interest in applying technology to improve valuation processes and efficiency.
  • Advanced proficiency in Microsoft Excel, with working knowledge of Word and PowerPoint.
  • Knowledge of multiple industry sectors, such as Biotechnology & Pharmaceuticals, Food & Drug Retailing, Healthcare Providers & Services, Software & IT Services, or other relevant sectors.

About the Company

S&P Global

Delivers credit ratings, market data, indices

S&P Global provides financial information and analytics for investors, corporations, and governments, including credit ratings, market data, and indices. It compiles large financial data, conducts research, and offers analytics, ratings, and benchmarks accessed via subscriptions, licenses, or transaction-based services. The company differentiates itself with an integrated suite that covers ratings, data, analytics, indices, and ESG solutions across global markets, backed by well-known brands. Its goal is to help clients make informed decisions, manage risk, and drive growth while prioritizing corporate responsibility.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1917

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