Director - Private Equity Portfolio Valuation

SDL Search Partners; Boston (MA); Hybrid; USD 150,000 - 210,000; Full time

Job summary

SDL Search Partners in Boston, MA is seeking a Director of Private Equity Portfolio Valuation to lead valuation modeling, fund analyses, liquidity planning, and portfolio analytics. You will partner with internal teams and external partners, and serve as a key advisor to the Head of Portfolio.

The ideal candidate has 5–10 years in PE valuations or related fields, an MBA is a plus, and a career-minded work ethic.

Qualifications

• 5–10 years of related experience in Private Equity Portfolio Valuations or equivalent
• Strong communication with internal and external partners
• MBA is a plus but not required

Responsibilities

• Technical work including management of valuation models, fund models, liquidity planning, and portfolio analysis
• Business partner to internal and external parties regarding holdings and new investments
• Serve as right-hand to the Head of Portfolio and key liaison with Investor Relations
• Prepare quarterly and annual valuations for all firm investments
• Lead ad hoc projects including process improvements and new tools/systems
• Collaborate with Audit, Compliance, and Risk teams for reporting and information needs
• Support valuation committee meetings with required data

Skills

Valuation modeling

Portfolio analytics

Liquidity planning

Stakeholder communication

Education

MBA

Job description

Director - Private Equity Portfolio Valuation

About the job Director - Private Equity Portfolio Valuation

Director - Private Equity Portfolio Valuation

Boutique Private Equity firm headquartered in Boston, MA is hiring for this add-to-staff opening on their Portfolio Management team. This role will report to their Head of Portfolio, and will be responsible fore a wide scope, detailed below.

This is a great opportunity for an individual coming out of a similar role with a larger firm, who is looking to add more breadth to their experience, somebody currently working for an Advisory firm with strong PE Valuations / M&A experience looking to pivot internally, or an individual with a background in Investment Banking / Corporate Business Development who may be interested in joining a PE firm.

• Strong base
• High-visibility role with a broad scope
• Top, high-pedigree team
• Unique opportunity with a small, highly reputable PE firm
• Hybrid role in Boston, MA

Responsibilities:

• Technical work including management of valuation models / fund models, liquidity planning, and quantitative portfolio analysis
• Business partner to a variety of both internal an external parties, related to firm holdings and new investments
• Serve as right-hand to the Head of Portfolio, and key business partner with Investor Relations team
• Preparation of all quarterly, annual, and required valuations for all firm investments
• Ad hoc projects including process improvement, implementation of new tools / systems, etc
• Partner with Audit / Compliance / Risk teams for required information and reporting
• Participate and provide required information for valuation committee meetings

Requirements:

• 5-10 years of related experience in Private Equity Portfolio Valuations (either internal, or for an Advisory firm), or a background in Investment Banking / Corporate Business Development
• MBA is a plus
• Career-minded, strong work-ethic
• Interest and ability to work in a role with a wide scope
• Must be able to communicate with internal and external business partners