Responsibilities
- Drive the valuation strategy and process across a global portfolio of 300+ companies with responsibility for leading and managing the global valuation function, including oversight of internal teams and external valuation providers.
- Compile, review and analyze information/financial data and perform comprehensive valuation modeling providing senior-level review and approval of valuation outputs across the global portfolio.
- Evaluate and analyze portfolio valuation and performance results, including by forecasting business financials and preparing key financial performance metrics, comprehensive analytics reports, and ad-hoc planning deliverables, and present insights to senior leadership, and valuation and portfolio committees.
- Set independent pricing and fair value adjustment policies and align such policies across global investment strategies and asset classes, while enhancing firm-wide valuation governance frameworks to ensure compliance with applicable accounting standards.
- Highlight concentrations in risk or uncertainties in parameter inputs and assess implications from a risk/return perspective while providing independent oversight on valuation assumptions and conclusions.
- Anticipate issues within the existing portfolio and future investments and advise senior stakeholders on valuation implications for portfolio monitoring and exit planning.
- Drive efficiencies by assessing potential technology solutions and process redesign where appropriate to improve global valuations process.
- Interface with external stakeholders, including auditors and third-party valuation firms, to support valuation reviews, audits, and reporting processes.
Qualifications
- Required: Master's degree in Business Administration (with Finance or Accounting concentration) or Finance plus 3 years of experience in the position offered or in the position of Vice President or Senior Vice President at a global private equity/alternative investment firm OR Bachelor's degree in Business Administration (with Finance or Accounting concentration) or Finance, plus five years of progressive post-Bachelor's experience in the position offered or in the position of Vice President or Senior Vice President at a global private equity/alternative investment firm.
- All required experience must have included:
- Developing fair value estimates and performing quarterly valuations for a portfolio of debt and equity investments;
- Constructing financial models using Discounted Cash Flows, Comparable Company analysis, and Comparable Transactions method; marking and maintaining a valuation database;
- Performing valuation analysis in accordance with FASB Accounting Standard Codification 820, including Level 3 assets;
- Performing Calibration analysis in accordance with the AICPA Accounting and Valuation Guide;
- Preparing multiple-scenario exit plans to evaluate profitability and investment MOIC/IRR for portfolio companies; and using sensitivity analysis, profitability and growth analysis, and trend analysis to identify and resolve potential valuation discrepancies.
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This role entails hybrid work, with time split between working in our New York City office and flexibility to telecommute from another U.S. location. Salary: $425,000-$500,000/year.
