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Director, Portfolio Valuation Services

Director, Portfolio Valuation Services

StoutDallas, TX, United States
3 days ago
Job type
  • Full-time
Job description

At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values : Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.

Stout's Valuation Advisory professionals help clients gain confidence by bringing clarity to the most complex valuation matters. As one of the largest independent valuation practices in the country, we provide specialized experience across a broad spectrum of industries, asset classes and geographies.

Directors will work on a variety of assignments, including the valuation of private debt and equity portfolios, complex securities and various strategic initiatives supporting Stout's expansion objectives. This professional will manage a team of professionals responsible for production of valuation analysis and servicing client relationships.

Major Duties and Responsibilities :

  • Managing valuation projects for above mentioned products, and supervising junior staff to ensure high-quality deliverables to clients
  • Developing and refining valuation methodologies for private equity and credit transactions across industries. Calibrate models and market data in support of valuation analysis.
  • Performing corporate, fund and asset valuations including analysis of discounted cash flows, capitalization of earnings, comparable companies, merger and acquisition transactions, stock option analysis, illiquid debt and equity investments
  • Preparing written valuation reports for client presentation
  • Maintaining strong relationships with clients
  • Participating in due diligence meetings
  • Conducting company, industry, and economic research
  • Keeping track of latest market developments and regulatory changes in the field
  • Analyzing general economic conditions and industry specific conditions and trends
  • Managing Associates and Analysts during valuation production process, fostering high-performing and collaborative work environment
  • Providing audit support for projects under management
  • Participate in developing and supporting Stout's strategic agenda including product development and technology.

Knowledge, Skills & Abilities :

At Stout, we foster a collaborative and inclusive culture that values professionals who are driven, entrepreneurial, and team-oriented. Successful Directors possess the following attributes :

  • Proficient in valuation approach related to private debt, equity, asset-based finance and other complex financial instruments.
  • Intermediate / advanced understanding of economics, financial theory and / or principles of accounting.
  • Excellent verbal and written communication skills
  • Proficient computer skills (primarily Excel, Word, and PowerPoint). Knowledge of Python and / or Tableau / Power Bi is a plus.
  • Relationship-focused (with clients, peers, management, etc.)
  • Excels in a team-oriented work environment with a positive and enthusiastic attitude
  • Shows creativity in problem solving
  • Accountability and ability to multi-task
  • Professional presence and detail-oriented
  • Strong technical and analytical skills
  • Self-motivated with a strong work ethic and entrepreneurial mindset
  • Education and / or Training :

  • 4-year degree necessary with an emphasis in finance, accounting, financial engineering, math or other quantitative degrees.
  • Minimum 8 years of experience in portfolio valuation, complex securities valuation, portfolio management or research with a focus on private equity, private credit or asset based finance asset classes
  • Solid understanding of key financial models and valuation methodologies
  • Excellent leadership abilities with a proven track record of effectively managing and developing teams
  • Professional designation preferred - CFA, ASA, CPA, CEIV is a plus.
  • Why Stout?

    At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.

    We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.

    We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.

    Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.

    Learn more about our benefits and commitment to your success.

    https : / / www.stout.com / en / careers / benefits

    The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.

    Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.

    Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

    A reasonable estimate of the current range is $145,000.00 - $300,000.00 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https : / / www.stout.com / en / careers / benefits.

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