Vice President, Valuations // Complex Financial Instruments

Responsibilities

• 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

Qualifications

• 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…