Vice President, Portfolio Valuation
2 weeks ago
An exciting opportunity for a Vice President specializing in Portfolio Valuation to join a globally respected valuation firm known for its supportive culture and collaborative approach.
This role focuses on conducting valuations of complex securities for investment companies, including hedge funds and business development companies (BDCs). You’ll bring your skills to assess illiquid assets like bank loans, subordinated debt, and equity in privately held companies, working within a dynamic, inclusive team.
This position offers the chance to work alongside experienced professionals, leveraging financial modelling expertise to deliver tailored solutions for a wide range of clients.
Key Responsibilities
- Lead valuation research by exploring factors like valuation drivers, cost of capital for private equity/credit, and market trends.
- Build strong relationships with clients, collecting data and insights to inform valuation conclusions.
- Develop and enhance financial models, including DCF, market multiples, and option valuations.
- Contribute to client relationship management and participate in new business opportunities.
- Guide and support analysts and associates, fostering their growth and development.
- Create clear, detailed valuation reports and communicate findings with confidence and clarity.
What You’ll Bring
- 5–7 years of experience in valuation and financial modelling.
- Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field.
- CFA/ASA designation preferred; CAIA or progress toward it is a plus.
- Strong analytical and problem-solving skills with attention to detail.
- Excellent communication and interpersonal abilities.
- Organizational skills to manage multiple projects and meet deadlines.
What is offered
- A competitive bonus structure.
- Comprehensive benefits: Medical/Dental/Vision, Life Insurance, 401k match, and more.
- Generous paid time off and flexible work arrangements to support work-life balance.
- Ongoing support for professional certifications like CFA or CAIA.
- Opportunities for growth and development in a collaborative, supportive environment.
Be part of a firm that values your contributions, celebrates your achievements, and encourages your professional growth.
Apply now to join a team where you can thrive, make a difference, and shape the future of valuation.
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