Vice President, Portfolio Valuation and Fund Advisory Services (Energy Focus)– Houston, TX
Core
Leading portfolio valuation teams to value illiquid debt and equity securities for hedge funds, private equity funds, and business development companies, with a specific focus on the energy and oil & gas sectors.
Role type
Senior IC Vice President (Portfolio Valuation & Fund Advisory)
Builds
Fair value reporting deliverables for alternative asset funds and client engagement growth
Domain
Financial Services / Investment Banking / Energy (Oil & Gas)
Required skills
Financial analysis, Financial modeling, Project management, Team leadership, Business development, Valuation of oil and gas assets, Regulatory reporting, Client relationship 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 fair value reporting; Managing business and financial due diligence sessions; Directing efforts of Associates and Financial Analysts; Reviewing third-party oil and gas reserves reports and net asset value analyses; Pitching engagements and leading business development initiatives; Preparing fee proposals and engagement letters; Building relationships with current and prospective clients.
Seniority
Senior, hands-on IC with management responsibilities
