Pluris offers our clients an excellent independent source of valuations for embedded derivatives, convertible preferred, and warrants.
Mike Boswell
TriPoint Capital Advisors, LLC

Portfolio Valuation Associate/Senior Associate

Pluris is seeking Associates and Senior Associates with 2-3 years of portfolio valuation experience, specifically with expertise in private equity, structured products, and/or derivatives.  Finance majors preferred.  All candidates must have working experience with Bloomberg and Excel modeling; FactSet experience a plus. 

Responsibilities will include:

  • Successful, on-time completion of valuation deliverables on tight deadlines, including daily deliverables.
  • Assisting the portfolio valuation Manager in applying and improving valuation models.
  • Performing research on illiquid securities trading data from the secondary markets. 
  • Credit analysis, yield curve analysis (across multiple credit markets), illiquidity spread analysis, credit default derivative analysis. 
  • Assisting the portfolio valuation Manager in managing client relationships.

Interested parties should email careers@pluris.com for additional information.

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