Vice President – Portfolio Valuation

Vice President – Portfolio Valuation

Requirements

• Bachelor’s or Master’s degree in Finance, Accounting or Economics or MBA
• Minimum 4-6 years of developing and reviewing valuation models and other financial models including: DCF, comparable company, commodity contracts / forecasts, and contingent claims analysis
• Proficient in data analysis and business intelligence techniques
• Experience in managing diverse engagement teams and clients
• Working knowledge of authoritative guidance related to valuation (AICPA Guide, ASC 820 and IFRS 13), valuation industry best practices and emerging issues
• Familiarity with software packages like Alteryx, Tableau, MS Word, Excel, and PowerPoint
• Working knowledge of market data sources such as Bloomberg and S&P Capital IQ
• Strong written and verbal communication skills, with an emphasis on representing diverse communities

Responsibilities

• Develop financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
• Conduct valuation analysis on a diverse range of illiquid investments distributed across industries and geographies, employing established and relevant approaches and theory
• Be proactive and self-motivated, capable of thriving in a fast-paced environment and delivering actionable results within tight deadlines
• Manage teams of senior associates and analysts
• Conduct client Interviews, including face-to-face meetings, to gather essential data and information for engagements
• Collaborate with internal and external management teams to cultivate and strengthen client relationships
• Identify and communicate potential engagements to management and leading the engagement proposal process
• Present analyses and conclusions verbally and in written reports
• Participate in relevant industry events to expand knowledge and gain experience within the alternative asset industry

Preferred Qualifications

No preferred qualifications provided.