Director portfolio valuation

  • Whitecrow
  • Coral Gables
  • Webbtree.com

Job description:

About our client:Our client is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 U.S. and International offices.Our client provide professional services in an alternative practice structure in accordance with applicable professional standards, provides attest services, and its subsidiary entities provide tax, advisory, and business consulting servicesRole Description:We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. We offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!We are looking for a Director – Portfolio Valuation to join our Advisory Department in our NYC, Miami Metro, or Philadelphia Arch office. You will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. We are currently recruiting a Director of Portfolio Valuations with significant experience in executing and providing valuations of private debt and equity investments.The Director will be largely accountable for the oversight of valuation analysis, working closely with our professional team of managers and analysts to design, execute and present appropriate valuation models and conclusions. The role will require close collaboration with the team to provide a range of valuation advisory services to our clients, including underlying portfolio company debt and equity valuations, purchase price allocations, stock option and other complex securities valuations.NOTE: This is a hybrid position.Responsibilities:Oversee the design of valuation models including discounted cash flow, market multiple analysis, market transactions modeling and option pricing and other complex securities analysis.Direct the valuation analysis on a wide range of illiquid investments and assets that encompass a range of industries and geographies.Participate in and supervise client interviews to collect information and data relevant to the valuation.Lead the presentation and reporting of analyses and conclusions, including written reports, to clients.Manage client relationships across a variety of portfolio valuation clients.This includes continuously looking to enhance relationships and identifying cross-selling opportunities across.Maintain technical proficiency in the field of valuation and the alternative investments industry. Champion the valuation practice’s team goals and strategy with professionalism and integrity.Requirements:Bachelor s or Master s degree in Finance, Accounting or Economics or MBACFA and/or ASA Minimum 8 years of designing, editing and reviewing valuation models and other financial models including: Discounted Cash Flows, comparable public company analysis, market transaction analysis, complex securities and option pricing models, and other intangible asset models.Demonstrated analytical, logic, reasoning and problem-solving skills.Strong verbal communication and persuasive writing skills.Knowledge of appropriate software including MS Excel, Word and PowerPoint.Experience working with diverse teams.What We Offer:Competitive Base Salary and annual performance-based bonuses.Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives.Employer contribution to Life Insurance, and 401(k) plan.Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!).Customized learning and development opportunities and continuing professional education both in-house and virtually.Hybrid, flex, and remote work opportunities available.Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution.Modern, high-tech work environment [in the world-renowned Rockefeller Center.
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