Director, Portfolio Valuation in New York, NY

$200K - $250K(Ladders Estimates)

Duff & Phellps, LLC   •  

New York, NY 10001

Industry: Finance & Insurance

  •  

8 - 10 years

Posted 54 days ago

As a market leader in providing illiquid portfolio pricing valuation, our Portfolio Valuation professionals assist clients in the valuation of alternative investments, specifically for securities and positions for which there are no "active market" quotations available.

At Duff & Phelps, your work will help protect, restore and maximize value for our clients. Join us and together we'll maximize the value of your career.

RESPONSIBILITIES:

Directors will provide a range of valuation advisory services specifically to private equity and hedge fund clients in assisting those clients with valuation issues surrounding their alternative investment positions. Directors will also provide a range of valuation advisory services to our clients; underlying portfolio companies including business enterprise valuations, purchase price allocations and stock option valuations.

  • Designing financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
  • Performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
  • Interviewing clients, including face-to-face meetings, to gather data and information pertinent to the engagement
  • Working with management to build and maintain client relationships
  • Identifying and communicating potential engagements to management and writing engagement letters
  • Reporting and presenting analyses and conclusions including written reports
  • Attending relevant industry events to broaden your knowledge and experience within the alternative asset industry

REQUIREMENTS:

  • Bachelor's or Master's degree in Finance, Accounting or Economics or MBA
  • Minimum 8 years of constructing and reviewing valuation models and other financial models including: DCF, comparable company, commodity contracts / forecasts, and other intangible asset models
  • Strong analytical and problem solving skills, as well as strong verbal and written communication skills

Knowledge of software packages including MS Word, Excel, and PowerPoint

Valid Through: 2019-10-17