Portfolio Management – Valuations & Analytics, AVP
New York 601 Lex, United States
USD 130K-200K Executive-level Full Time
Tasks
- Conduct portfolio monitoring analyses
- Create valuation and reporting process improvements
- Develop valuation models
- Ensure data collection procedures
- Lead onboarding for new portfolio investments
- Maintain relationships with operations and finance teams
- Manage audit with third party valuation firms
- Manage team deliverables
- Prepare presentation materials
- Prepare valuation results
- Present valuation results to external auditors
- Present valuation results to internal committees
- Provide inputs to planning deliverables
- Review valuation models
- Train and develop analysts and associates
Perks/Benefits
Skills/Tech-stack
ASC 820 | Contingent claims | Data collection | Financial Analysis | Financial Reporting | Income approach | MS Excel | MS PowerPoint | Market approach | PWERM | Portfolio monitoring | Valuation Policy | Valuation modeling | Yield Approach | Yield analysis
Education
Bachelor of Arts | Bachelor of Engineering | Bachelor of Science
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