Vice President, Portfolio Valuation
Listed on 2026-01-12
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Finance & Banking
Corporate Finance, Financial Consultant, Financial Analyst, Financial Manager
Vice President, Portfolio Valuation ll’s Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry and we boast a prestigious clientele of the world’s leading alternative asset managers. Operating on a truly global scale, we specialize in valuing illiquid and difficult to value investments where no “active quotes” are available. Our expertise covers a broad spectrum of alternative asset strategies, including private equity, hedge, credit, venture capital and infrastructure.
This position will be hybrid from our Atlanta or Nashville office.
- Develop financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
- Conduct valuation analysis on a diverse range of illiquid investments distributed across industries and geographies, employing established and relevant approaches and theory
- Be proactive and self‑motivated, capable of thriving in a fast‑paced environment and delivering actionable results within tight deadlines
- Manage teams of senior associates and analysts
- Conduct client interviews, including face‑to‑face meetings, to gather essential data and information for engagements
- Collaborate with internal and external management teams to cultivate and strengthen client relationships
- Identify and communicate potential engagements to management and lead the engagement proposal process
- Present analyses and conclusions verbally and in written reports
- Participate in relevant industry events to expand knowledge and gain experience within the alternative asset industry
- Bachelor’s or Master’s degree in Finance, Accounting or Economics or MBA
- Minimum 3 years of developing and reviewing valuation models and other financial models including DCF, comparable company, commodity contracts/forecasts, and contingent claims analysis
- Proficient in data analysis and business intelligence techniques
- Experience in managing diverse engagement teams and clients
- Working knowledge of authoritative guidance related to valuation (AICPA Guide, ASC 820 and IFRS 13), valuation industry best practices and emerging issues
- Familiarity with software packages like Alteryx, Tableau, MS Word, Excel, and Power Point
- Working knowledge of market data sources such as Bloomberg and S&P Capital IQ
- Strong written and verbal communication skills, with an emphasis on representing diverse communities
- Healthcare Coverage:
Comprehensive medical, dental, and vision plans. - Time Off and Leave Policies:
Generous paid time off (PTO), paid company holidays, generous parental and family leave. - Protective Insurances:
Life insurance, short‑ and long‑term disability coverage, and accident protection. - Compensation and Rewards:
Competitive salary structures, performance‑based incentives, and merit‑based compensation reviews. - Retirement Plans: 401(k) plans with company matching.
Your recruiter will be happy to walk you through your U.S.
-specific benefits, which include the range above. Please note that benefits may vary by region, department and role. We encourage you to speak with your recruiter to learn more about the specific benefits available for your position.
We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability.
Current salary range for this position is $90,000 to $200,000.
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