Vice President, Portfolio Valuation
Core
Lead valuation advisory for illiquid alternative investments (private equity, hedge, credit, VC, infrastructure) for top-tier asset managers.
Role type
Senior IC portfolio valuation leader (VP)
Builds
Valuation reports and financial models for alternative investment portfolios
Domain
Financial advisory / Alternative investments
Required skills
DCF modeling, market multiple analysis, option pricing, team management, client interviewing, engagement proposal leadership, regulatory guidance (ASC 820, IFRS 13), financial modeling software (Excel, Alteryx, Tableau), market data tools (Bloomberg, S&P Capital IQ)
Preferred skills
MBA, experience in diverse engagement teams
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
