VP Portfolio Valuation
$235,000 to $275,000
Apply now (opens in a new tab)VP Portfolio Valuation
L7
$235,000 to $275,000
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Financial Vehicles- Direct the end-to-end valuation cycle across a range of investment positions, ensuring consistency with internal standards and external reporting requirements
- Construct and maintain detailed valuation models used to determine fair value for non-liquid and structured investments
- Interface with deal teams and portfolio company leadership to collect relevant financial and operational inputs
- Oversee recurring valuation deliverables tied to quarterly and annual processes
- Serve as a primary point of contact for auditors and external valuation firms, addressing inquiries and resolving technical matters
- Strengthen valuation policies, procedures, and governance frameworks to support a robust control environment
- Assess underlying portfolio performance and highlight factors influencing valuation outcomes, communicating key findings to leadership
- Produce clear and effective reporting materials, including analysis utilized in decision-making and investor communication
- Drive alignment among internal stakeholders regarding valuation assumptions and conclusions
- Stay informed on macroeconomic and market developments that may impact asset valuations
- Contribute to broader firm initiatives, including investor communications and internal projects
- 10+ years of relevant professional experience, including meaningful experience performing portfolio valuations within private equity, private credit, alternative asset management, or a closely related private-markets environment
- Demonstrated experience determining fair value for illiquid and privately held investments
- Strong understanding of private-market valuation methodologies, complex capital structures, and fund-level considerations
- Advanced financial modeling skills and experience developing and reviewing detailed valuation analyses
- Experience working directly with investment teams, finance leadership, auditors, and third-party valuation advisors
- Strong understanding of valuation governance, documentation, and recurring quarterly and annual valuation processes
- Ability to evaluate portfolio-company financial and operating performance and translate findings into defensible valuation conclusions
- Proven ability to present sophisticated valuation matters clearly and credibly to senior stakeholders
- Advanced Excel and financial analysis capabilities
Level
ManagerL7
Salary
$235,000 to $275,000
Location
Jersey City, NJ
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
today
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