Vice President, Valuations – Complex Financial Instruments
Portage Point Partners
full-time
Posted on:
Location Type: Hybrid
Location: California, Florida, Illinois, Massachusetts, New York, Pennsylvania, Tennessee, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $250,000 - $300,000 per year
Job Level
Lead
Tech Stack
Python
About the role
- Work with the Portage Point team (Associates to Managing Directors) and our clients to develop comprehensive valuation solutions
- Perform valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
- Design financial models including option pricing model, Monte Carlo simulation, binomial models, and other financial models used to value financial instruments (e.g. contingent consideration, management incentive plans with market-based vesting conditions, fixed income securities, swaps, exotic options, convertible debt, commodity derivatives and other securities)
- Support senior leaders in cross-functional engagements across service lines as opportunities arise
- Interview clients, including face-to-face meetings, to gather data and pertinent information
- Develop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice
- Report and present analyses and conclusions both verbally and in written reports
- Provide coaching and mentorship to junior team members
- Support internal trainings and best practice sharing
- Support business development and client relationship efforts
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Requirements
- Bachelor’s degree and / or master’s degree in Finance, Accounting, Economics, Applied Mathematics, Financial Engineering or related field from a top undergraduate program
- CFA, FRM or PRM certified (preferred but not required)
- Proficiency in R, Python, MATLAB, C, Cystal Ball and / or other code / application required to run simulation-based models
- Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- Six plus years of experience constructing and reviewing valuation models and other financial models including: option pricing models, Monte Carlo simulation, binomial models, DCF, comparable company, and other financial instrument models
- Commitment to develop personal network and relationships and uncover and sell new opportunities and engagements
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- Proven ability to thrive in lean, fast-moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
valuation analysisfinancial modelingoption pricing modelMonte Carlo simulationbinomial modelsDCFcomparable company modelsfinancial instrumentssimulation-based modelsvaluation models
Soft skills
client relationship managementstrategic advicecoachingmentorshipcommunication skillsteam collaborationattention to detailresponsivenessownership mindsetpresentation skills
Certifications
CFAFRMPRM