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Pacific Executive Search Places Valuations Associate in Finance Sector

📅Placed 7/14/2026
🏢
Position
Valuations Associate
🏭
Industry
Finance
🔧
Sub-Industry
Investment Banking
📍
Metro Region
Southern California

Placement Team

Brian Harkavy
Candidate Recruiter & Client Recruiter
Partner
Categories
Senior Accountant
Specialties
Senior Accountant

Placement Story

Pacific Executive Search was instrumental in placing a Valuations Associate at a renowned investment management firm, specializing in portfolio management. This Southern California-based firm was seeking an expert with proficiency in pricing securities and a deep understanding of complex investment types. The successful candidate, a Senior Assurance Associate with a background in Big 4 auditing, brought a wealth of experience in auditing portfolios across diverse asset classes and executing valuation procedures. This placement filled a critical role that supports the firm's valuation policy and pricing matrix, strengthening their ability to accurately analyze and reconcile pricing reports. The candidate's advanced Excel skills, combined with a solid understanding of Generally Accepted Accounting Principles (ASC 820, 946), ensured high-quality results for the investment firm.

Frequently Asked Questions

Can Pacific Executive Search recruit for roles in the investment banking industry in Southern California?
Yes, Pacific Executive Search has a strong track record in placing highly qualified candidates in the investment banking industry, particularly in the Southern California region. Our expertise ranges from senior accountant roles to valuations associates, like the one we recently filled at a prestigious investment management firm.
Is Pacific Executive Search able to find candidates with specific skill sets, such as proficiency in pricing securities and understanding complex investment types?
Absolutely. Pacific Executive Search is adept at sourcing candidates with specific skills tailored to the needs of our clients. For example, we recently placed a Valuations Associate who not only had a deep understanding of complex investment types but also had advanced Excel skills and a solid grasp of Generally Accepted Accounting Principles (ASC 820, 946).
Can Pacific Executive Search recruit for private equity-backed or VC-funded portfolio companies?
Yes, Pacific Executive Search has extensive experience in recruiting for private equity-backed or VC-funded portfolio companies. We understand the unique needs and challenges of these firms and are able to find candidates with the right expertise and experience, such as auditing portfolios across diverse asset classes and executing valuation procedures.

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