Portfolio Valuations Vice President
Position Title: VP- Portfolio Valuations
Locations: Chicago, IL | San Francisco, CA | Dallas, TX
Work Structure: Hybrid (In-office Monday-Thursday, remote optional on Fridays)
Compensation: $250,00 base salary + discretionary bonus + comprehensive benefits
Applicants must be authorized to work in the U.S. without current or future visa sponsorship
About the Company:
A leading global investment advisory firm is seeking an Experienced Associate to join its growing Valuations & Opinions team. The firm provides M&A advisory, capital markets advisory, and valuation services to top-tier private equity firms and public/private companies worldwide. With a collaborative team of over 1,000 professionals across 15 countries, the firm is known for its deep industry expertise, strategic insights, and long-standing client relationships.
Role Overview:
The Associate will play a key role in executing valuation engagements, working closely with senior bankers and client executives. This is a hands-on role with significant responsibility and visibility, ideal for candidates looking to deepen their expertise in valuation and financial advisory.
Key Responsibilities:
- Build and review complex financial models and valuation analyses
- Draft and review valuation reports and client presentations
- Manage recurring valuation projects and mentor junior team members
- Interact directly with clients and contribute to business development
- Maintain valuation databases and monitor capital markets
- Support senior team members in strategic initiatives
Qualifications:
- Minimum 5 years of professional experience in valuations or related fields
- Strong analytical foundation and advanced Excel modeling skills
- Proficiency in PowerPoint and Word; excellent writing and communication skills
- Bachelor's degree in Finance, Accounting, or Economics from a top-tier institution
- CPA and/or CFA Level I (preferred but not required)
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.