Director - Portfolio Valuation (46950)

Citrin Cooperman; New York (NY); Hybrid; USD 150,000 - 250,000; Full time

Job summary

Citrin Cooperman is seeking a Director - Portfolio Valuation to join their Advisory Department. This hybrid role involves overseeing valuation analyses, managing client relationships, and leading a team in delivering high-quality valuation services. Candidates should have significant experience in financial modeling and a strong educational background in finance or accounting.

Qualifications

• Minimum 8 years of experience in valuation models.
• Proven experience managing client projects.
• Strong analytical, logic, reasoning skills.

Responsibilities

• Oversee design of valuation models including discounted cash flow and market multiple analysis.
• Direct valuation analysis on illiquid investments across various industries.
• Lead presentation and reporting of analyses to clients.

Skills

Analytical skills

Problem-solving skills

Communication skills

Education

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

CFA and/or ASA

Tools

MS Excel

MS Word

MS PowerPoint

Job description

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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!

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, Philadelphia, or Chicago office.

We are seeking a Director – Portfolio Valuation with 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.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Professional Services

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