Senior Vice President, Valuations // Complex Financial Instruments

United States·Boston,Philadelphia,Atlanta+5 moreValuationssenior

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At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact.

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At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).

The Valuations team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision-making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle.

The Senior Vice President, Complex Financial Instruments role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Senior Vice President, Complex Financial Instruments role will help expand the VAL team experience and allow the firm to provide the full suite of services to clients for all valuation related needs. The Senior Vice President will report directly to the VAL Practice Line Leader and will focus on taking a lead role in managing and executing complex securities valuations as well as supporting the VAL team in other corporate / portfolio valuation engagements. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.

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

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

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

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