Head of Portfolio Management & Valuation (NY)

Willow Wealth; New York (NY); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Competitive compensation

Equity

Health, dental, vision

Unlimited PTO

401k match

Commuter benefit

Life insurance

Wellness stipend

Job summary

Willow Wealth is seeking a Director, Head of Portfolio Management and Valuation to lead the Portfolio Management team. Based in New York City, you will own valuation, risk ratings, and reporting across sub-advisor relationships and asset classes.

You will manage a distributed team in New York and Athens, Greece, integrating PM into the investment process at underwriting and ongoing oversight. You will collaborate with Investments, Product, Marketing, Finance, Legal, and Operations while

Qualifications

• Bachelor’s degree or equivalent; CFA/CAIA strongly preferred.
• 10+ years in investment/ asset management with leadership experience.
• Self-motivated in dynamic, fast-paced environments.
• Direct people-management experience, ideally leading distributed teams.
• Strong Excel/VBA and SQL skills; DCF and valuation modeling proficiency.
• Able to defend valuation marks, risk ratings, and portfolio recommendations to senior stakeholders.
• Experience overseeing third-party managers or sub-advisors.
• Excellent written and verbal communication skills.

Responsibilities

• Portfolio Construction & Valuation - own quarterly investment review and valuation processes end to end.
• Risk Governance - challenge credit and risk assumptions; own pre-close risk rating process.
• Sub-Advisory Oversight - manage sub-advisory relationships and investments.
• Team Leadership - lead distributed Portfolio Management team in New York and Athens.
• Investor & Board Communications - own valuation and portfolio performance materials for IC/Board.
• Monitor and address emerging risk factors; coordinate workout/restructuring with external advisors.

Skills

Excel

VBA

SQL

Valuation

Education

Bachelor’s degree or equivalent

CFA/CAIA preferred

Tools

DCF modeling

Valuation tools

Job description

Willow Wealth is seeking a Director, Head of Portfolio Management and Valuation to lead the Portfolio Management team. Based in New York City, you will own valuation, risk ratings, and reporting across sub-advisor relationships and asset classes.

You will manage a distributed team in New York and Athens, Greece, integrating PM into the investment process at underwriting and ongoing oversight. You will collaborate with Investments, Product, Marketing, Finance, Legal, and Operations while