Head of Valuation
Core
Owns strategy, governance, and execution of the valuation function across private equity, real estate, infrastructure, illiquid credit, strategic investments, and absolute return strategies, including leading the adoption of AI and automation.
Role type
Head of Valuation (Strategy & Operations)
Builds
Scalable valuation operating model, tools, and high-performing team for firm-wide financial reporting and retail fund valuations.
Domain
Alternative Investments / Financial Reporting / Valuation
Deliverable
Production ML models | dashboards & analysis | client delivery
Required skills
Strategic vision setting, organizational building, team leadership, US GAAP proficiency, technical accounting research, cross-functional collaboration, process optimization, AI/automation adoption, stakeholder management, change management
Preferred skills
CFA, CPA, CAIA certifications, graduate degree in Business/Finance/Economics, experience in independent valuation services or accounting firm valuation groups
Technologies
AI tools, automation platforms, valuation software
Responsibilities
Set strategic vision for valuation function; lead valuation process across all investment strategies; oversee quarterly review of illiquid securities valuations; build and develop high-performing valuation team; serve as subject matter expert for valuation; lead valuation committee discussions; build partnerships with investment teams; oversee daily valuation process of interval funds; coordinate with accounting teams and third-party valuers
Seniority
Executive, hands-on leader with mentorship responsibilities