Senior Associate - Investment Research

About Us

WHY LINEDATA ?

Join us in shaping the fintech of tomorrow.

With more than 1,350 colleagues across 20 locations worldwide, you'll help build cutting-edge platforms and tailored services that power the daily operations of 700 leading financial institutions. As a global, multicultural company with over 45 nationalities represented and just as many languages spoken, we thrive on diverse perspectives and collaboration. Together, we tackle future-focused topics like Al and the digitalization of finance, delivering smart solutions for our customers.

Whether you're just beginning your career or are an experienced professional, Linedata offers exposure to large-scale client projects, internal mobility and opportunities to develop your skills alongside leading experts.

Job Responsibilities

• Building and reviewing financial models to estimate fair value for Private Credit Investments
• Performing financial statement spreading using AI software
• Updating and reviewing valuation models for private credit deals
• Preparing detailed memos, reports and presentations to present findings to management
• Manage third-party valuation reviews and liaise with external auditors
• Independently gathering data pertinent to the investments/models
• Addressing client/team queries in a clear and concise manner
• Coordinating with deal teams to understand deal structures, validate inputs and assumptions
• Ensuring compliance with relevant accounting standards (eg IFRS 13/ ASC 820) and regulatory
• Reconciling accounting system with internal valuations monthly
• Handling internal and external communications as well as managing client expectations related to team output, quality, and timelines
• Training and mentoring team members and reviewing their work
• Constantly striving for improvement in overall delivery by actively collaborating with the client
• Assisting in the development and enhancement of valuation policies, procedures, and controls
• Executing multiple assignments, including ad-hoc projects, within tight deadlines
• Staying updated on market trends and valuation methods
• Adhering to high-quality standards and industry best practices