Vice President, Portfolio Valuation
$90,000 to $200,000
Apply now (opens in a new tab)Vice President, Portfolio Valuation
L7
$90,000 to $200,000
Occupations
Financial and Investment AnalystsFinancial Risk SpecialistsFinancial Quantitative AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation- Develop financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
- Conduct valuation analysis on a diverse range of illiquid investments distributed across industries and geographies, employing established and relevant approaches and theory
- Be proactive and self-motivated, capable of thriving in a fast-paced environment and delivering actionable results within tight deadlines Manage teams of senior associates and analysts
- Conduct client Interviews, including face-to-face meetings, to gather essential data and information for engagements
- Collaborate with internal and external management teams to cultivate and strengthen client relationships
- Identify and communicate potential engagements to management and leading the engagement proposal process
- Present analyses and conclusions verbally and in written reports
- Participate in relevant industry events to expand knowledge and gain experience within the alternative asset industry
- Essential traits: Bachelor's or Master's degree in Finance, Accounting or Economics or MBAMinimum 4 years of developing and reviewing valuation models and other financial models including: DCF, comparable company, commodity contracts / forecasts, and contingent claims analysis
- Proficient in data analysis and business intelligence techniques Experience in managing diverse engagement teams and clients
- Working knowledge of authoritative guidance related to valuation (AICPA Guide, ASC 820 and IFRS 13), valuation industry best practices and emerging issues
- Familiarity with software packages like Alteryx, Tableau, MS Word, Excel, and PowerPointWorking knowledge of market data sources such as Bloomberg and S&P Capital IQStrong written and verbal communication skills, with an emphasis on representing diverse communities
Level
ManagerL7
Salary
$90,000 to $200,000
Location
East Boston, MA
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
48 days ago
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