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Portage Point Partners · 2 months ago

Senior Vice President, Valuations // Complex Financial Instruments

Philadelphia

Full-time

Hybrid

Mid, Senior Level, Lead/Staff

$300K/yr - $350K/yr

8+ years exp

Portage Point Partners is a rapidly growing consultancy recognized for its excellence and ability to attract top talent. The Senior Vice President, Complex Financial Instruments role focuses on managing and executing complex securities valuations, while also supporting the Valuations team in various corporate and portfolio valuation engagements.

ConsultingFinancial ServicesVenture Capital

H1B Sponsor Likely

Responsibilities

Work with the Portage Point team (Associates to Managing Directors) and our clients to develop comprehensive valuation solutions

Perform valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory

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)

Support senior leaders in cross-functional engagements across service lines as opportunities arise

Interview clients, including face-to-face meetings, to gather data and pertinent information

Develop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice

Report and present analyses and conclusions both verbally and in written reports

Provide coaching and mentorship to junior team members

Lead internal trainings and best practice sharing

Support business development and client relationship efforts

Support talent acquisition and firm-building initiatives

Contribute to a high-performing, inclusive and values-driven culture

Qualification

Valuation analysisFinancial modelingCFA certificationRPython proficiencyMATLAB proficiencyFinancial EngineeringTeam collaborationCommunication skillsAttention to detail

Required

Bachelor's degree and / or master's degree in Finance, Accounting, Economics, Applied Mathematics, Financial Engineering or related field from a top undergraduate program

Proficiency in R, Python, MATLAB, C, Cystal Ball and / or other code / application required to run simulation-based models

Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia

Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed

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

Commitment to develop personal network and relationships and uncover and sell new opportunities and engagements

Superior written and verbal communication skills, including executive-ready presentation and reporting skills

Proven ability to thrive in lean, fast-moving teams

High attention to detail, responsiveness and ownership mindset

Track record of success in high-pressure, client-facing environments

Preferred

CFA, FRM or PRM certified (preferred but not required)

Company

Portage Point Partners

Portage Point is an interim management, advisory and investment firm.

Founded in 2016

Chicago, Illinois, USA

51-200 employees

https://portagepointpartners.com

H1B Sponsorship

Portage Point Partners has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (1)