Head of Portfolio Management & Valuation (Director)

Yieldstreet; New York (NY); Vor Ort; USD 200.000 - 250.000; Vollzeit

Benefits dieser Stelle

Equity

Health, dental & vision coverage

Unlimited PTO

Life insurance

Wellness stipend

Zusammenfassung

Willow Wealth is seeking a Director, Head of Portfolio Management and Valuation to lead the Portfolio Management team in New York City, overseeing valuation, risk ratings, and reporting across sub-advisor relationships and asset classes. You will manage a distributed team based in New York and Athens and collaborate with Investments, Product, Marketing, Finance, Legal, and Operations.

The role requires deep experience in investment management, with strong technical skills in Excel/VBA and SQL,

Qualifikationen

• Bachelor’s degree or equivalent experience; CFA or CAIA strongly preferred.
• 10+ years in investment / asset management with senior leadership experience.
• Strong communication and ability to present to IC/Board.

Aufgaben

• Own quarterly investment review and valuation processes end to end.
• Lead risk governance and pre-close risk rating.
• Oversee sub-advisory relationships and evaluations.
• Manage distributed Portfolio Management team in New York and Athens.
• Prepare valuation commentary for board and committees.
• Collaborate with Investments, Product, Marketing, Finance, Legal, and Operations.
• Drive data automation and AI improvement roadmap.
• Ensure IC-readiness documentation standards.

Kenntnisse

Investment management

Team leadership

Risk assessment

Valuation modeling

Ausbildung

Bachelor’s degree or equivalent experience

CFA or CAIA certification

Tools

Excel/VBA

SQL

Jobbeschreibung

Willow Wealth is seeking a Director, Head of Portfolio Management and Valuation to lead the Portfolio Management team in New York City, overseeing valuation, risk ratings, and reporting across sub-advisor relationships and asset classes. You will manage a distributed team based in New York and Athens and collaborate with Investments, Product, Marketing, Finance, Legal, and Operations.

The role requires deep experience in investment management, with strong technical skills in Excel/VBA and SQL,