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Collateral Management Valuation Jobs in Alabama (NOW HIRING)

Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling ... Analyze portfolio performance drivers, valuation changes, and market developments. * Develop ...

Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling ... Analyze portfolio performance drivers, valuation changes, and market developments. * Develop ...

Collateral Management Valuation information

What is collateral management valuation?

Collateral Management Valuation is the process of assessing and monitoring the value of assets pledged as collateral in financial transactions, such as derivatives, loans, or repurchase agreements. This valuation ensures that the collateral held is sufficient to cover the exposure or risk in the event of a counterparty default. Professionals in this field regularly revalue collateral based on market prices and risk factors, helping firms manage credit risk and comply with regulatory requirements. Accurate collateral valuation is essential for maintaining financial stability and protecting both parties in a transaction.

How does a collateral management valuation professional typically interact with other teams within a financial institution?

Collateral Management Valuation professionals work closely with teams such as risk management, trading, and legal to ensure that the value of collateral is accurately assessed and aligned with regulatory requirements. They often coordinate with front office staff to clarify transaction details and with operations teams to resolve discrepancies in collateral records. Regular communication and collaboration are essential to manage daily margin calls, mitigate counterparty risk, and respond to market fluctuations, making teamwork and cross-departmental coordination a key aspect of the role.

What are the key skills and qualifications needed to thrive as a collateral management valuation professional, and why are they important?

To thrive as a Collateral Management Valuation professional, you need strong analytical skills, expertise in financial instruments, and a degree in finance, economics, or a related field. Familiarity with valuation systems, collateral management platforms, and regulatory tools such as Bloomberg, Calypso, or TriOptima is typically required. Attention to detail, effective communication, and the ability to work under pressure are essential soft skills for this role. These competencies ensure accurate collateral valuation, risk mitigation, and compliance with industry regulations in fast-paced financial environments.

What is the difference between Collateral Management Valuation vs Collateral Management Analyst?

AspectCollateral Management ValuationCollateral Management Analyst
CertificationsTypically requires certifications like CFA or valuation-specific credentialsOften requires similar certifications, such as CFA or relevant financial analysis credentials
Work EnvironmentFocuses on valuation processes, risk assessment, and pricing of collateral assetsInvolves monitoring collateral, data analysis, and supporting collateral operations
Industry UsageUsed in banking, asset management, and trading firms for valuation purposesCommonly employed in financial institutions for collateral management and reporting

While both roles operate within collateral management, Collateral Management Valuation specializes in assessing the value of collateral assets, whereas Collateral Management Analyst focuses on day-to-day collateral monitoring and operational support. Understanding these distinctions helps clarify career paths and job expectations in the industry.

What are popular job titles related to Collateral Management Valuation jobs in Alabama?

For Collateral Management Valuation jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Collateral Management Valuation jobs in Alabama look for?

The top searched job categories for Collateral Management Valuation jobs in Alabama are:

What cities in Alabama are hiring for Collateral Management Valuation jobs?

Cities in Alabama with the most Collateral Management Valuation job openings:

Infographic showing various Collateral Management Valuation job openings in Alabama as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Hybrid job distribution.

Full-time

Medical, Life, Retirement, PTO

Posted 28 days ago


Key responsibilities

  • Conduct fundamental analysis and detailed underwriting of private credit investments, including asset-backed finance, corporate credit, and opportunistic transactions.

  • Support oversight and monitoring of Everest's global private credit portfolio, including performance analysis and risk assessment.

  • Maintain relationships with private credit managers, participate in manager meetings, and conduct ongoing market and industry trend analysis.


Job description

Title:

Director, Private Credit

Company:

Everest Global Services, Inc.

Job Category:

Finance

Job Description:

About Everest:

Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world.

Job Summary:

Everest is seeking a highly motivated and experienced investment professional to join its Alternative Investments team as Director, Private Credit. This individual will serve as a key partner to the Head of Private Credit in overseeing and managing Everest's global private credit portfolio.

The role will support portfolio construction, manager selection, underwriting, monitoring, and strategic development of private credit investments across a broad range of strategies, including direct lending, asset-backed finance, infrastructure debt, opportunistic credit, specialty finance, structured credit, and private investment-grade credit. Everest's private credit portfolio includes direct investments, separately managed accounts, rated note structures, and fund investments managed by leading global asset managers.

The successful candidate will combine strong investment judgment, rigorous analytical capabilities, and exceptional communication skills to help drive portfolio performance while supporting Everest's broader investment, capital management, and risk objectives.

This is a hybrid position working 3 days in office, 2 remote in either Warren, NJ, New York City or Bermuda.

Key Responsibilities

Investment Underwriting & Due Diligence

  • Conduct fundamental analysis of prospective private credit investments, managers, funds, co-investments, and structured opportunities.

  • Perform detailed underwriting of asset-backed finance, corporate credit, and opportunistic and specialty finance transactions.

  • Evaluate investment opportunities across North America, Europe, and other global markets.

  • Lead quantitative and qualitative due diligence processes, including review of credit metrics, collateral performance, covenant packages, portfolio construction, and downside loss scenarios.

  • Prepare comprehensive investment memoranda and recommendations for senior management and investment committees.

Portfolio Management & Monitoring

  • Support oversight of Everest's global private credit portfolio.

  • Monitor existing investments, manager performance, portfolio exposures, and emerging risks.

  • Analyze portfolio performance drivers, valuation changes, and market developments.

  • Develop portfolio stress-testing and scenario analysis frameworks.

  • Identify opportunities for portfolio optimization, diversification, and capital-efficient deployment.

Manager Relationships & Market Intelligence

  • Maintain relationships with existing and prospective private credit managers.

  • Participate in manager meetings, annual reviews, and on-site due diligence visits.

  • Conduct ongoing monitoring of industry trends, fund performance, competitive dynamics, and market conditions.

  • Develop insights regarding relative value across private credit segments and public market alternatives.

Strategic Portfolio Development

  • Assist in developing Everest's long-term private credit strategy.

  • Evaluate new investment structures, sectors, and managers.

  • Support strategic asset allocation and portfolio construction decisions.

  • Collaborate with investment leadership on identifying emerging opportunities within private markets.

Cross-Functional Collaboration

  • Work closely with: Public Fixed Income Enterprise Risk Management Capital Management Actuarial Accounting and Finance Legal and Compliance

  • Support analyses related to regulatory capital, rating agency capital models, asset allocation, liquidity, and risk management.

  • Provide investment insights to executive leadership, boards, and committees as required.

Reporting & Communication

  • Prepare investment committee presentations, board materials, and internal reporting.

  • Communicate portfolio performance, investment rationale, and market developments to senior stakeholders.

  • Support responses to rating agencies, regulators, auditors, and other external parties.

Qualifications

Required Experience

  • 5-10+ years of relevant investment experience.

  • Significant experience in private credit investing, underwriting, portfolio management, or credit research.

  • Strong understanding of credit documentation, capital structures, cash flow analysis, and portfolio construction.

Technical Skills

  • Advanced financial modeling and valuation skills.

  • Strong knowledge of credit analytics and risk assessment methodologies.

  • Ability to analyze large datasets and synthesize complex investment information.

  • Excellent PowerPoint and Excel capabilities.

  • Familiarity with insurance company investing and regulatory capital frameworks is highly desirable.

Education

  • Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering, or a related field.

  • MBA, CFA, or other advanced investment credential preferred.

Leadership Competencies

  • Strong investment judgment and intellectual curiosity.

  • Exceptional analytical and problem-solving skills.

  • Ability to challenge assumptions and think independently.

  • Excellent written and verbal communication skills.

  • Strong organizational and project management capabilities.

  • Ability to work effectively across investment, finance, risk, and executive leadership teams.

  • High level of integrity, accountability, and teamwork.

The base salary range for this position is $155,000 - $200,000 annually. The offered rate of compensation will be based on individual education, experience, qualifications and work location. All offers include access to a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).

#LI-KG1

#LI-Hybrid

What if I don't meet every requirement? At Everest we are dedicated to building an inclusive and authentic workplace. So, if you are excited about this role but your past experience doesn't align perfectly with every element in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Please let us know if you need any accommodations throughout the application or interview process.

Our Culture

At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors. Clickhereto learn more about our culture.

  • Our Valuesare the guiding principles that inform our decisions, actions and behaviors. They are an expression of our culture and an integral part of how we work: Talent. Thoughtful assumption of risk. Execution. Efficiency. Humility. Leadership. Collaboration. Inclusion and Belonging.
  • Our Colleague Behaviorsdefine how we operate and interact with each other no matter our location, level or function: Respect everyone. Pursue better. Lead by example. Own our outcomes. Win together.

All colleagues are held accountable to upholding and supporting our values and behaviors across the company. This includes day to day interactions with fellow colleagues, and the global communities we serve.

Type:

Regular

Time Type:

Full time

Primary Location:

Warren, NJ

Additional Locations:

Bermuda, New York, NY

Everest is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex (including pregnancy), sexual orientation, gender identity or expression, national origin or ancestry, citizenship, genetics, physical or mental disability, age, marital status, civil union status, family or parental status, veteran status, or any other characteristic protected by law. As part of this commitment, Everest will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Everest Benefits at everestbenefits@everestglobal.com.

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