Director - Portfolio Valuation (46950)

Citrin Cooperman Culture & Careers; New York (NY); Hybrid; USD 120,000 - 240,000; Full time

Job summary

An established industry player is seeking a Director of Portfolio Valuation to join their Advisory Department. This hybrid role offers a dynamic work environment where you will oversee the design of valuation models and manage client relationships while providing exceptional service. You will collaborate closely with a professional team, ensuring high-quality analysis and reporting on a wide range of investments. With a focus on professional growth, this position allows you to leverage your analytical and problem-solving skills in a supportive atmosphere that values innovation and collaboration.

Qualifications

• 8+ years of experience in designing and reviewing valuation models.
• Proven track record in managing client projects from start to finish.

Responsibilities

• Oversee the design of complex valuation models and analyses.
• Lead client presentations and reporting of valuation conclusions.

Skills

Valuation Models Design

Client Relationship Management

Analytical Skills

Problem-Solving Skills

Communication Skills

Education

Bachelor's or Master's in Finance, Accounting, Economics, or MBA

CFA and/or ASA

Tools

MS Excel

MS Word

MS PowerPoint

Job description

Job Details

Job Location: New York, NY

Position Type: Full Time / Experienced Level

Salary Range: $120000.00 - $240000.00 Salary

Job Category: Advisory - Forensic/Litigation/Valuation

Description

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

NOTE: This is a hybrid position in our NYC or Philadelphia office.

We are seeking aDirector – Portfolio Valuationwith significant experience in executing and providing valuations of private debt and equity investments to join our Advisory Department in our NYC or Philadelphia Arch office.

You will be responsible for providing excellent client service and largely accountable for the oversight of valuation analysis, working closely with our professional team of managers and analysts to design, execute and present appropriate valuation models and conclusions.

This role will require close collaboration with the team and provide exposure to a range of valuation advisory services to our clients, including underlying portfolio company debt and equity valuations, purchase price allocations, stock option and other complex securities valuations.

Responsibilities:

• Oversee the design of valuation models including discounted cash flow, market multiple analysis, market transactions modeling and option pricing and other complex securities analysis.
• Direct the valuation analysis on a wide range of illiquid investments and assets that encompass a range of industries and geographies.
• Participate in and supervise client interviews to collect information and data relevant to the valuation.
• Lead the presentation and reporting of analyses and conclusions, including written reports, to clients.
• Proven experience managing client projects from start to finish, inclusive of assistance with client audit requests.
• Manage client relationships across a variety of portfolio valuation clients. This includes continuously looking to enhance relationships and identifying cross-selling opportunities across Citrin Cooperman.
• Maintain technical proficiency in the field of valuation and the alternative investments industry.
• Champion the valuation practice’s team goals and strategy with professionalism and integrity.

Qualifications

Required Qualifications:

• Bachelor's or Master's degree in Finance, Accounting or Economics or MBA
• CFA and/or ASA
• Minimum 8 years of designing, editing and reviewing valuation models and other financial models including: Discounted Cash Flows, comparable public company analysis, market transaction analysis, complex securities and option pricing models, and other intangible asset models.

Preferred Qualifications

• Demonstrated analytical, logic, reasoning and problem-solving skills.
• Strong verbal communication and persuasive writing skills.
• Knowledge of appropriate software including MS Excel, Word and PowerPoint
• Experience working with diverse teams.