Manager, Valuation

Vista Equity Partners Management

$140K — $182K *
US-AnywhereRemote in United States
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • BS or BA, or a Graduate MS or MBA in Finance or Accounting
  • 5+ years of valuation-related work experience
  • Preferred CFA and/or CPA credentials
  • Previous managerial experience including team leadership and resource planning
  • Strong oral and written communication skills including presentation capabilities
  • Ability to collaborate effectively across teams and organizations
  • High integrity and confidentiality in handling sensitive information
  • Strong organizational skills with attention to detail

Responsibilities

  • Coordinate the quarterly valuation process for private equity investments
  • Perform detailed reviews of internal models for policy consistency
  • Participate in the quarterly Private Equity valuation process
  • Create presentation materials for meetings with internal and external stakeholders
  • Provide technical leadership on complex valuation issues
  • Contribute to and recommend enhancements for valuation policies
  • Perform various performance metrics and ad-hoc portfolio analysis
  • Interface with investor relations on reporting and marketing materials

Benefits

  • Comprehensive benefits package
  • Annual cash bonus potential
  • Opportunities for team leadership and development
  • High-visibility role with engagement across the firm
  • Access to high-profile investment professionals and firm leaders
Full Job Description
Position Summary

Vista Equity Partners is seeking to hire a Manager to support the valuation function for Vista's private equity investments. The manager will be responsible for the oversight and coordination of quarterly and monthly valuations. Successful candidates will have a strong foundation in generally accepted valuation approaches and a solid understanding of private equity funds and strategies. This is a high-visibility, high-accountability role that requires thriving under tight deadlines and competing priorities in a fast-paced environment. Strong written and oral communication skills, along with strong interpersonal skills, are also critical, as the Manager will regularly engage with colleagues across the Finance team and the broader firm, including firm leaders, investment professionals, and Investor Relations as well as external service providers.

Responsibilities

  • Coordinate the quarterly valuation process for private equity investments by working closely with investment professionals, external valuation providers and internal stakeholders
  • Perform detailed reviews of internal models for integrity and consistency with valuation policies and procedures
  • Participate in the quarterly Private Equity valuation process, which includes engagement with senior executives
  • Create presentation materials for internal and external meetings
  • Provide technical leadership on complex valuation topics
  • Contribute to valuation policies and procedures and recommend enhancements in line with best practices
  • Perform various performance metrics, including IRR, MOIC and ad-hoc portfolio analysis
  • Interface with investor relation team on investor reporting or marketing materials related to valuation
  • Contribute to process and technology initiatives to streamline valuation and performance reporting


Qualifications

  • Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance or Accounting
  • 5+ years of valuation related work experience
  • CFA and/or CPA preferred but not required
  • Previous managerial experience including team leadership, development and resource planning
  • Strong oral and written communication skills including strong presentation skills
  • Strong interpersonal skills with a demonstrated ability to work effectively as part of a team and across an organization
  • High level of integrity and ability to maintain confidentiality of sensitive and proprietary information
  • Strong organizational skills, attention to detail and commitment to high-quality work product


The annualized base pay range for this role is expected to be between $140,000-182,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.

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