Vice President, Portfolio Valuation and Fund Advisory Services – Multiple Locations

Responsibilities

• Leading business and financial due diligence sessions with clients;
• Providing leadership and guidance towards valuing companies, businesses, and securities;
• Leading the valuation review process;
• Directing the efforts of Associates and Financial Analysts;
• 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;
• Preparing fee proposals to clients, including scoping discussions, pitch materials and internal engagement pricing committee memoranda;
• 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.