Vice President, Portfolio Valuation
Core
Lead valuation advisory for alternative investments (private equity, hedge, credit, VC, infrastructure) using financial modeling and client engagement.
Role type
Senior IC valuation expert (VP level)
Builds
Valuation reports and financial models for alternative asset managers
Domain
Financial advisory / Alternative investments
Required skills
DCF modeling, market multiple analysis, option pricing, team management, client interviewing, proposal development, regulatory guidance (ASC 820, IFRS 13), data analysis, financial modeling software
Preferred skills
MBA, industry event participation
Technologies
Alteryx, Tableau, Excel, Bloomberg, S&P Capital IQ
Responsibilities
Develop financial models for discounted cash flow, market multiple, market transaction and option pricing analyses; Conduct valuation analysis on illiquid investments; Manage teams of senior associates and analysts; Conduct client interviews to gather data; Identify and lead engagement proposal process; Present analyses and conclusions in reports and verbally.
Seniority
VP, hands-on IC with team leadership
