Vice President, Portfolio Valuation and Fund Advisory Services – Multiple Locations
Core
Leading business and financial due diligence, managing client deliverables, and directing valuation reviews for illiquid debt, equity, and complex securities for hedge funds and asset managers.
Role type
Senior IC Vice President (Portfolio Valuation & Fund Advisory)
Builds
Valuation reports and analyses for investor and regulatory financial reporting
Domain
Financial Services / Alternative Asset Valuation
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial analysis, Financial modeling, Project management, Team leadership, Business development, Due diligence, Valuation review, Client relationship management, Pitching engagements, Fee proposal preparation
Preferred skills
Big Four valuation experience, Independent valuation consultant experience, CFA designation, Master's degree
Technologies
Microsoft Excel, PowerPoint, Common database systems
Responsibilities
Leading business and financial due diligence sessions with clients; Providing leadership and guidance towards valuing companies, businesses, and securities; Leading the valuation review process; Directing the efforts of Associates and Financial Analysts; Presenting valuation analyses and conclusions internally and externally; Managing client deliverables; Assisting in building and reviewing complex financial models; Pitching engagements and leading in business development initiatives; Building relationships and maintaining direct contact with current and prospective clients.
Seniority
Senior, hands-on IC with business development responsibilities