Vice President, Portfolio Valuation and Fund Advisory Services (Energy Focus)– Houston, TX

Responsibilities

• Leading FVA portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in connection with fair value reporting of the funds’ assets to investors;
• Leading business and financial due diligence sessions with clients;
• Providing leadership and guidance towards valuing companies, businesses, and securities;
• Directing the efforts of Associates and Financial Analysts and reviewing their work product to ensure the delivery of an accurate and thorough work product within the required timeframe;
• Reviewing published financial information, such as public company filings, press releases, reports from published research analysts, and Bloomberg data across a wide range of industries and sectors, including the energy industry and oil and gas sector;
• Reviewing third-party and in-house oil and gas reserves reports, understanding relevant energy industry metrics, and reviewing net asset value analyses for upstream oil and gas companies;
• Presenting valuation analyses and conclusions internally and externally;
• Managing client deliverables;
• The ability to assist in building and reviewing complex financial models (e.g., to value specific securities or transaction structures);
• Assisting in quality control, execution, and industry consultation across the entire financial advisory services platform;
• Creative content development, thought leadership and collaboration across service lines;
• Leading internal discussions of key takeaways from quarterly engagements across the energy portfolios of PV clients and preparing summaries for internal and external circulation;
• Assisting in the preparation of quarterly energy market updates;
• Coordinating with internal administrative support teams to complete revenue accruals, prepare engagement invoices, working paper files, and other compliance/end-of-engagement close out procedures;
• Preparing fee proposals to clients, including scoping discussions, pitch materials and internal engagement pricing committee memoranda;
• Preparing confidentiality agreements, engagement letters and ad-hoc agreements, coordinating with prospects, clients and the legal department to negotiate and execute such agreements;
• Pitching engagements and leading in business development initiatives;
• Building relationships and maintaining direct contact with current and prospective clients.

Qualifications

• A minimum of six years of experience in financial services for Vice Presidents;
• Prior equity and/or debt valuation or related experience;
• Excellent verbal and written communication skills;
• Advanced accounting, finance, financial modeling, and analytical abilities;
• Demonstrated experience managing Analysts/Associates or other personnel;
• Entrepreneurial attitude: desire and willingness to support a growing practice and contribute across the full suite of offerings;
• Strong command of Microsoft Excel, PowerPoint and common database systems;
• Highly motivated with an exceptional work ethic and demonstrated ability and desire to work cooperatively with team members and client professionals.