Their staff was great to work with, delivering a thorough, well-written report in a timely manner, with excellent follow-up throughout.

Victoria Kaempf
Lakin Spears, LLP

Managing Director, Portfolio Valuation

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Pluris is seeking a Managing Director in charge of portfolio valuation and pricing services. This practice leadership position is an equity-track position.  The chosen candidate will be primarily responsible for all aspects of our portfolio valuation services, including outreach to hedge funds, private equity funds, and institutions; business development and onstreaming of new clients; management of client relationships; hiring, training, management, and retention of valuation staff; and the overall profitability of the portfolio valuation practice. Responsibilities will include:

  • Business Development and Sales
    • Proactive outreach to current contacts and prospecting for new contacts, at investment funds and institutions; and
    • Negotiate daily, monthly, or quarterly valuation relationships and fee arrangements, and prepare retainer letters.
  • Management of Valuation Process
    • Manage client relationships;
    • Manage the data sourcing, downloading, and analysis process through our existing valuation models, and proactively work to improve the models;
    • Direct junior staff towards on-time completion of periodic valuation deliverables;
    • Perform research on illiquid securities trading data from the secondary market and supervise staff in analyzing trading data;
    • Update valuation models based on securities trading data research.
  • Recruitment, Development, and Management
    • Identify candidates and conduct interviews for analyst positions;
    • Implement ongoing on-the-job training;
    • Monitor performance of junior staff;
    • Staff valuation assignments; and
    • Assist in the management of the analyst internship program.

Expectations

Successful candidates will demonstrate the following skills and characteristics:

  • Able and motivated to develop business through direct and aggressive sales efforts;
  • Broad network of industry contacts within, or close to, the financial reporting, internal reporting, securities pricing, or similar functions within investment funds and financial institutions;
  • Thorough understanding of financial, investment and valuation theory and application;
  • Strong attention to detail in reviewing financial models and valuation analyses;
  • Superior oral and written communication skills;
  • Proven track record of successful leadership and mentoring of junior staff;
  • Desire to continually improve products and services through independent research;
  • Ability to work effectively both individually and as part of a team;
  • Ability to multi-task and manage multiple assignments simultaneously; and
  • Seeking to join an early-stage firm with significant long-term equity appreciation potential.

Requirements

  • Proven success in business development;
  • Minimum of 5 years of relevant experience;
  • Minimum of 3 years successful leadership experience mentoring staff;
  • CFA preferred; and
  • Familiarity with the financial reporting and internal reporting requirements of investment funds and financial institutions.

Compensation

  • Salary plus bonus based on achieving targets with respect to the revenues and profits of the group;
  • Base salary commensurate with education, experience, and proven success; and
  • Benefit package includes medical, dental, vision, FSA, life, disability, 401(k), sick leave, vacation, and holidays.

Location

This position is for Pluris’ New York City headquarters.

Contact Information

For consideration, please send resume with cover letter to mkaminski@pluris.com