Talent.com
No longer accepting applications
Director, Portfolio Valuation Services

Director, Portfolio Valuation Services

StoutChicago, IL, United States
14 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.

    Create a job alert for this search

    Director Portfolio • Chicago, IL, United States

    Related jobs
    • Promoted
    • New!
    Principal Financial Reporting Specialist

    Principal Financial Reporting Specialist

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for a Principal Financial Reporting Specialist to lead revenue recognition and financial reporting efforts. Key Responsibilities Prepare consolidated financial statements in a...Show moreLast updated: 9 hours ago
    • Promoted
    Controller / Accounting Manager

    Controller / Accounting Manager

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for an Accounting Manager / Controller.Key Responsibilities Lead the month-end and year-end close process, including journal entries, reconciliations, and consolidations Man...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    CPA Licensed Associate Director

    CPA Licensed Associate Director

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for an Associate Director of Fulfillment (Tax, Bookkeeping, Payroll).Key Responsibilities : Support strategic vision and execution for the Service Delivery organization, foste...Show moreLast updated: 7 hours ago
    • Promoted
    Vice President of Underwriting

    Vice President of Underwriting

    VirtualVocationsGary, Indiana, United States
    Full-time
    A company is looking for a Regional Vice President / Senior Vice President - Home Office Underwriting.Key Responsibilities Oversee underwriting operations and ensure compliance with company standar...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Mortgage Underwriter

    Senior Mortgage Underwriter

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for a Senior Mortgage Loan Underwriter.Key Responsibilities Evaluate loan applications and verify applicant information for eligibility Ensure compliance with mortgage produ...Show moreLast updated: 30+ days ago
    • Promoted
    VP of Financial Products

    VP of Financial Products

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for a VP / SVP of Financial Products to lead product strategy for healthcare financial solutions.Key Responsibilities Conduct market research and analysis to identify trends an...Show moreLast updated: 1 day ago
    • Promoted
    Accounting Advisory Manager

    Accounting Advisory Manager

    Plante MoranChicago, IL, United States
    Temporary
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...Show moreLast updated: 30+ days ago
    • Promoted
    Director, Portfolio Valuation Services

    Director, Portfolio Valuation Services

    StoutChicago, IL, United States
    Full-time
    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...Show moreLast updated: 25 days ago
    • Promoted
    • New!
    Idaho Licensed Senior Financial Analyst

    Idaho Licensed Senior Financial Analyst

    VirtualVocationsGary, Indiana, United States
    Full-time
    A company is looking for a Senior Financial Analyst.Key Responsibilities Analyze and report on clinician compensation systems and financial trends Ensure accurate reconciliation and administrati...Show moreLast updated: 9 hours ago
    • Promoted
    Actuarial Senior Consultant

    Actuarial Senior Consultant

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for an Actuarial Senior Consultant specializing in Annuity Modeling.Key Responsibilities : Lead the implementation of new products and regulations in Moody's AXIS, collaborati...Show moreLast updated: 30+ days ago
    • Promoted
    CPA Licensed Senior Accounting Manager

    CPA Licensed Senior Accounting Manager

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for a Senior Manager, General Accounting & Tax.Key Responsibilities Lead and mentor the general accounting team, ensuring a high-performing environment Direct the period-end...Show moreLast updated: 30+ days ago
    • Promoted
    Finance Leadership Trainee

    Finance Leadership Trainee

    Uline, Inc.Winthrop Harbor, IL, US
    Full-time
    Uline Drive, Pleasant Prairie, WI 53158.Unlock your career potential! Join Uline’s three-year training program to gain hands-on experience in our Finance Department.Work alongside experienced...Show moreLast updated: 5 days ago
    • Promoted
    • New!
    Senior Consultant, Portfolio Management

    Senior Consultant, Portfolio Management

    VirtualVocationsGary, Indiana, United States
    Full-time
    Consultant, Portfolio Management.Key Responsibilities Support technology enhancements and guide prioritization of tool and system improvements Lead the development of strategic business requirem...Show moreLast updated: 11 hours ago
    • Promoted
    Director of Accounting

    Director of Accounting

    VirtualVocationsNaperville, Illinois, United States
    Full-time
    A company is looking for a Director of Accounting.Key Responsibilities Lead a diverse team of 15+ accounting professionals Ensure accuracy and compliance of financial reporting and oversee the m...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Finance Lead

    Finance Lead

    VirtualVocationsGary, Indiana, United States
    Part-time
    A company is looking for a Finance (FP&A) Lead - Part-time or Consultant.Key Responsibilities Lead financial planning, forecasting, and budgeting processes Partner with leadership to provide fin...Show moreLast updated: 9 hours ago
    • Promoted
    Finance Functional Lead

    Finance Functional Lead

    VirtualVocationsGary, Indiana, United States
    Full-time
    A company is looking for a FIN Functional Lead - Supplier Accounts (Infor / Lawson).Key Responsibilities Provide day-to-day functional and technical support for Infor / Lawson Financials (Supplier Ac...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    CPA Senior Accounting Manager

    CPA Senior Accounting Manager

    VirtualVocationsGary, Indiana, United States
    Full-time
    A company is looking for a Sr Manager, Accounting & Controllership.Key Responsibilities Lead centralized HQ accounting operations, ensuring accuracy and integrity in consolidated financial report...Show moreLast updated: 13 hours ago
    • Promoted
    Financial Center Manager II - Stateline Region

    Financial Center Manager II - Stateline Region

    Fifth Third BankTinley Park, IL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Financial Center Manager w...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Interim Senior Financial Analyst

    Interim Senior Financial Analyst

    VirtualVocationsGary, Indiana, United States
    Temporary
    A company is looking for an Interim Senior FP&A Analyst to assist with financial planning and analysis within the Corporate FP&A function. Key Responsibilities Participate in annual planning, long...Show moreLast updated: 13 hours ago
    • Promoted
    Interim Senior Fixed Asset Accountant

    Interim Senior Fixed Asset Accountant

    VirtualVocationsNaperville, Illinois, United States
    Temporary
    A company is looking for an Interim Senior Fixed Asset Accountant.Key Responsibilities Support monthly close processes related to fixed assets, including roll-forwards and reconciliations Manage...Show moreLast updated: 30+ days ago