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Vice President, Portfolio Valuations and Analytics

One of the top investment groups in the world is looking for a Vice President to join the Value Creation Team (“VCT”) within their Private Equity Group (“PEG”). The VCT’s core mission is to create value across their portfolio companies and optimize the performance of the Private Equity funds. The VCT is responsible for supporting the identification and prioritization of key value drivers in partnership with deal teams and management, aligning talent to the key value drivers, monitoring performance of portfolio companies, supporting capital deployment efforts, and driving fund-level analytics. The VCT consists of highly experienced professionals, including former executives at successful private equity-backed companies, advisors at top consulting firms, and former investment professionals. This role will be focused on portfolio monitoring, fund-level analytics and executing the performance management function internally. This is an exciting opportunity to join a lean team with high visibility into senior private equity leadership.

Geography – The offices are located in LA and the right candidate will be expected to be in-office 4 days a week.

Responsibilities:

• Collaborate with the deal team and value creation team to establish and oversee the PE Performance Management System.
• Track, analyze, and report on portfolio company performance, driving the PEG portfolio review process for optimized value creation.
• Develop and communicate intricate fund return forecast models, providing insights on portfolio construction and monetization timing.
• Analyze and formulate recommendations for portfolio construction, buy/sell decisions, and other critical investment choices.
• Manage and mentor a team of junior support staff, ensuring effective execution of the Performance Management System.
• Regularly assess the efficiency of existing processes, propose improvements, and implement enhancements.
• Support fundraising workstreams, handle LP requests/reporting, and collaborate across functional teams.
• Prioritize and manage workstreams across various stakeholders and functional groups.
• Collaborate with internal teams, including Private Equity leadership, deal teams, Value Creation Team, Investor Relations, Finance & Accounting, and ESG.

Qualifications:

The VCT seeks self-motivated individuals with a strong interest in Private Equity, demonstrating:

• Strong analytical skills and adaptability in a fast-paced, collaborative environment.
• Minimum of a B.S. degree in Finance, Economics, or Accounting.

Requirements:

• 7+ years of relevant experience within a private equity firm and/or investment bank.
• Proficient in financial modeling and private equity fund modeling.
• Advanced skills in Microsoft Excel and PowerPoint.
• Solid understanding of key financial, accounting, and private equity concepts.
• Familiarity with valuation methodologies and PE return concepts (IRR, MIC, DPI, etc.).
• Experience evaluating the performance of private equity portfolio companies.
• Intimate knowledge and understanding of the Private Equity industry.
• Experience with iLevel software is a plus but not required.
• Experience within private equity secondaries is a plus but not required.
• Ability to thrive in a collegial, fast-paced, demanding, and dynamic environment.
• Creative problem-solving abilities.
• Strong interpersonal skills.
• Ability to lead and mentor a team of junior support staff.
• Impeccable integrity and trustworthiness.
• Ability to work onsite at the office four days a week.

Vice President, Portfolio Valuations and Analytics

One of the top investment groups in the world is looking for a Vice President to join the Value Creation Team (“VCT”) within their Private Equity Group (“PEG”). The VCT’s core mission is to create value across their portfolio companies and optimize the performance of the Private Equity funds. The VCT is responsible for supporting the identification and prioritization of key value drivers in partnership with deal teams and management, aligning talent to the key value drivers, monitoring performance of portfolio companies, supporting capital deployment efforts, and driving fund-level analytics. The VCT consists of highly experienced professionals, including former executives at successful private equity-backed companies, advisors at top consulting firms, and former investment professionals. This role will be focused on portfolio monitoring, fund-level analytics and executing the performance management function internally. This is an exciting opportunity to join a lean team with high visibility into senior private equity leadership.

Geography – The offices are located in LA and the right candidate will be expected to be in-office 4 days a week.

Responsibilities:

The Vice President will partner with deal team and value creation team members to build and manage the PE Performance Management System, which includes the following:

• Track, analyze, and report on portfolio company performance. Drive the PEG portfolio review process and partner with deal teams and VCT to maximize value creation across the portfolio.
• Construct, refine, and communicate complex fund return forecast models to maintain a point of view on optimal portfolio construction and monetization timing.
• Analyzing and prepare recommendations on portfolio construction, buy / sell, and other key investment decisions.
• Managing and training team of junior support staff to support the execution of the Performance Management System.
• Regular review of the effectiveness of current processes and workflow, while proposing and implementing improvements.
• Support cross-functional teams on fundraising workstreams, LP requests / reporting, and other
• Managing and prioritizing workstreams across various stakeholders and functional groups.
• Collaborate with various internal teams including but not limited to Private Equity leadership and deal team, Value Creation Team, Investor Relations, Finance & Accounting, and ESG

Qualifications:

• The VCT is looking for self-motivated, highly driven individuals with a passion and interest in Private Equity.
• Strong analytical skills and comfort in a fast-paced, collaborative environment
• Minimum of a B.S. degree in Finance, Economics, or Accounting;

Requirements:

• 7+ years of relevant experience within a private equity firm and / or investment bank;
• Strong financial modeling and private equity fund modeling abilities;
• Advanced Microsoft Excel and PowerPoint skills;
• Strong knowledge and understanding of key financial, accounting, and private equity concepts;
• Strong knowledge and understanding of valuation methodologies and PE return concepts (IRR, MIC, DPI, etc.)
• Strong knowledge and experience evaluating the performance of private equity portfolio companies;
• Intimate knowledge, understanding, and experience of the Private Equity industry;
• Experience with iLevel software a plus but not required;
• Experience within private equity secondaries a plus but not required;
• The ability to work effectively in a collegial, fast moving, demanding, and dynamic environment;
• Creative problem-solving abilities;
• Strong interpersonal skills;
• Ability to lead and train a team of junior support staff;
• Impeccable integrity and trustworthiness; and
• Ability to work onsite at the office 4 days a week

Bachelor’s Degree