Vice President, Financial and Valuation Advisory (Portfolio Valuation)
Core
Managing execution of client engagements for portfolio valuation and fund advisory, focusing on valuing illiquid debt, equity, and complex securities for asset managers.
Role type
Vice President, Financial and Valuation Advisory (Portfolio Valuation)
Builds
Valuation reports and analyses for hedge funds, private equity funds, and other asset managers.
Domain
Financial Services / Investment Management / Valuation
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial analysis, Project management, Team leadership, Financial modeling, Business development, Client relationship management, Regulatory reporting knowledge, Due diligence execution, Quality control, Pitching and proposal development
Preferred skills
Big Four valuation experience, CFA designation, Master's degree
Technologies
Microsoft Excel, PowerPoint, Common database systems
Responsibilities
Leading business and financial due diligence sessions; 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; Preparing fee proposals to clients; 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 management responsibilities