Philadelphia, PA30+ days ago
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 ariseInterview clients, including face-to-face meetings, to gather data and pertinent informationDevelop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic adviceReport and present analyses and conclusions both verbally and in written reportsProvide coaching and mentorship to junior team membersSupport internal trainings and best practice sharingSupport business development and client relationship effortsSupport talent acquisition and firm-building initiativesContribute to a high-performing, inclusive and values-driven cultureQualificationsBachelor'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 PhiladelphiaInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as neededSix 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 modelsCommitment to develop personal network and relationships and uncover and sell new opportunities and engagementsSuperior written and verbal communication skills, including executive-ready presentation and reporting skillsProven ability to thrive in lean, fast-moving teamsHigh attention to detail, responsiveness and ownership mindsetTrack record of success in high-pressure, client-facing environments$250,000 - $300,000 a yearThe City of New York and the State of California require Portage Point to provide compensation information for this role. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), 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.