Portfolio Valuations VP
Portfolio Valuations VP
Position: VP Portfolio Valuations
About the Role & Responsibilities:
Our client is a leading investment banking advisory firm, serving business owners and senior executives of top private equity firms, as well as public and privately held companies worldwide. The firm's comprehensive services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuation and fairness opinions. With a global presence spanning 15 countries and over 1,000 professionals, the firm offers an unparalleled perspective on private capital markets, delivering exceptional execution and a strong commitment to client success.
The Valuations & Opinions Group, is an industry leader in the valuation of alternative and illiquid investments for investment funds, including business development companies (BDCs), hedge funds, and private equity groups. The group also advises on valuation matters for corporate transactions, including acquisitions and divestitures, leveraged buyouts, restructurings, recapitalizations, related party transactions, and for general tax, accounting, litigation, and regulatory purposes.
Our client is seeking a Vice President to join the Valuations & Opinions Group. Officers work closely with the firm's Managing Directors and clients in providing valuation and financial advisory services across multiple engagements and offices. Their practice is growing rapidly, and are looking to add a talented individual to support its client service and quality control activities, expand our capabilities and bolster our marketing efforts. Responsibilities are often more entrepreneurial than at other firms providing self-motivated individuals with many opportunities to contribute to a dynamic and growing platform. A successful candidate will be an assertive, motivated self-starter with the desire and potential to succeed in a fast-paced, entrepreneurial environment. Prior investment banking and/or transaction experience is preferred, but not required.
Key Responsibilities:
- Leading project teams providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and reviewing financial models for illiquid debt and equity investments, business enterprise valuations and hedge fund/private equity valuations
- Providing quality control oversight to engagement teams
- Managing, training and developing associates and analysts at the firm
- Proactive calling on potential new clients including alternative investment managers (private equity, private credit, BDCs, etc.), financial institutions, privately held business owners and publicly traded companies
- Identifying and communicating potential engagements to management and writing business proposals and engagement letters
Qualifications:
- Minimum of five years' experience in performing business valuations, valuations of illiquid and complex securities, and fairness / solvency opinions
- Proficiency in designing financial models for discounted cash flow, market multiple, market transaction, and option pricing analyses
- Ability to develop valuation approaches for various forms of securities and unique instruments including equity and debt securities, loans, derivative instruments, structured products and intangible assets
- Strong analytical and problem-solving skills and ability to critically analyze companies and understand key business issues, including value drivers and investment risks
- Strong verbal and written communication skills
- Working knowledge of credit and M&A markets
- Experience with successfully managing teams of associates and analysts
- Understanding of authoritative guidance related to valuations
- ASC-820 and IFRS 13, valuation industry best practices, and emerging issues
- Ability to act as a primary point of contact with clients
- Ability to effectively multi-task, managing multiple client engagements simultaneously
- Confidently and credibly connect with potential new clients and lead client meetings
- Excellence in MS Word, Excel and PowerPoint
- Bachelor's or Master's degree in Finance, Accounting or Economics or MBA; strong academic record (both undergraduate and graduate)
- Active CPA, ASA and/or CFA preferred but not required
Compensation:
Base Salary: $200,000
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