Senior Vice President, Valuations // Complex Financial Instruments

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      "text": "Responsibilities",
      "content": "<li>Work with the Portage Point team (Associates to Managing Directors) and our clients to develop comprehensive valuation solutions</li><li>Perform valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory</li><li>Design financial models including option pricing model, Monte Carlo simulation, binomial models, and other financial models used to value financial instruments (e.g. contingent consideration, management incentive plans with market-based vesting conditions, fixed income securities, swaps, exotic options, convertible debt, commodity derivatives and other securities)</li><li>Support senior leaders in cross-functional engagements across service lines as opportunities arise</li><li>Interview clients, including face-to-face meetings, to gather data and pertinent information</li><li>Develop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice</li><li>Report and present analyses and conclusions both verbally and in written reports</li><li>Provide coaching and mentorship to junior team members</li><li>Lead internal trainings and best practice sharing</li><li>Support business development and client relationship efforts</li><li>Support talent acquisition and firm-building initiatives</li><li>Contribute to a high-performing, inclusive and values-driven culture</li>"
    },
    {
      "text": "Qualifications",
      "content": "<li>Bachelor’s degree and / or master’s degree in Finance, Accounting, Economics, Applied Mathematics, Financial Engineering or related field from a top undergraduate program </li><li>CFA, FRM or PRM certified (preferred but not required)</li><li>Proficiency in R, Python, MATLAB, C, Cystal Ball and / or other code / application required to run simulation-based models </li><li>Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia</li><li>Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed</li><li>Eight plus years of experience constructing and reviewing valuation models and other financial models including: option pricing models, Monte Carlo simulation, binomial models, DCF, comparable company, and other financial instrument models</li><li>Commitment to develop personal network and relationships and uncover and sell new opportunities and engagements</li><li>Superior written and verbal communication skills, including executive-ready presentation and reporting skills</li><li>Proven ability to thrive in lean, fast-moving teams</li><li>High attention to detail, responsiveness and ownership mindset</li><li>Track record of success in high-pressure, client-facing environments</li>"
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