Vice President, Portfolio Valuation and Fund Advisory Services (Energy Focus)– Houston, TX
Core
Leading portfolio valuation teams to value illiquid debt, equity, and complex securities for hedge funds, private equity funds, and business development companies to meet investor and regulatory financial reporting requirements.
Role type
Vice President, Portfolio Valuation and Fund Advisory
Builds
Valuation reports and fair value assessments for alternative asset funds
Domain
Financial Services / Energy (Oil & Gas)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial analysis, Project management, Financial modeling, Business development, Team leadership, Regulatory reporting, Oil and gas valuation, Due diligence, Client presentation, Confidentiality management
Preferred skills
Big Four valuation experience, CFA designation, Master's degree
Technologies
Microsoft Excel, PowerPoint, Bloomberg, Common database systems
Responsibilities
Leading FVA portfolio valuation teams for illiquid securities; Managing business and financial due diligence sessions; Directing efforts of Associates and Financial Analysts; Reviewing published financial information and oil/gas reserves reports; Presenting valuation analyses internally and externally; Pitching engagements and leading business development initiatives; Building relationships with current and prospective clients.
Seniority
Vice President, hands-on IC with team leadership