Valuation Manager

Portfolio Valuations - Manager

We are currently recruiting a Manager for our Portfolio Valuations practice. The Manager will work with our team of Directors and Partners to execute and provide valuations of private debt and equity investments. This role will be accountable for managing valuation analysts to design, execute and present appropriate valuation models and conclusions to senior leadership.

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.

Responsibilities:

• Assist in the design of valuation models including discounted cash flow, market multiple analysis, market transactions modeling and option pricing and other complex securities analysis.
• Manage the valuation analysis on a wide range of illiquid investments and assets that encompass a range of industries and geographies.
• Participate in client interviews to collect information and data relevant to the valuation.
• Assist in preparing the presentation and reporting of analyses and conclusions, including written reports, to clients.
• 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.

Qualifications

• Bachelor's or Master's degree in Finance, Accounting or Economics or MBA
• CFA and/or ASA or working towards
• Minimum 5 years of designing, editing, and providing a preliminary review of 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 software including MS Excel, Word, and PowerPoint
• Experience working with diverse teams.