Apply on Employer Site

Willow Wealth · 3 hours ago

Associate, Portfolio Management

New York, NY

Full-time

Hybrid

Mid Level

$110K/yr - $150K/yr

4+ years exp

Willow Wealth is the leading private market investment platform specializing in alternative investments. The Associate/Senior Associate will support the Portfolio Management team in managing various alternative asset classes, focusing on valuation, analytics, and collaboration with investment teams.

FinanceFinancial ServicesFinTechWealth Management

Responsibilities

Lead the building and maintaining of complex financial models to support valuation methodologies (DCF, market comparables, precedent transactions) - prior illiquid investment valuation experience at an asset management firm or 3rd party consulting/advisory firm required

Prepare detailed valuation and asset review memos and presentations for internal (Valuation Committee, Investment Committee) and external stakeholders

Collaborate with investment teams to gather relevant financial, operational, and performance data to inform valuations and ongoing asset reviews

Assist in responding to all audit and regulatory inquiries related to valuations

Review and enhance deal and portfolio level key performance metrics to monitor deviations from original investment theses across a diverse set of investment strategies

Monitor, evaluate, and develop portfolio level and investment level reporting to highlight risk factors and value drivers

Contribute to the development of risk analytics, valuation policies, and continued development of investment management frameworks

Collaborate across functions to achieve firm-wide objectives including underwriting, structuring, operations, risk management, technology and marketing

Assist in the day-to-day management of the Willow Wealth portfolio including workout/restructuring in combination with numerous external advisors

Qualification

Financial modelingValuation methodologiesValuation standardsAnalytical skillsCFACAIACPASQLPythonExcelPowerPointOrganizational skillsCommunication skillsTeam collaboration

Required

Bachelor's degree or equivalent experience

At least 4 years of finance experience, with at least 2 years of direct experience in valuation, transaction advisory, private equity, investment banking, or a credit/debt investment focused role

Strong financial modeling and analytical skills with demonstrated experience in financial valuation; must have a solid understanding of valuation methodologies and financial statement analysis

Ability to articulate complex financial concepts and information in both verbal and written forms

Excellent organizational skills and high attention to detail

Deal execution oriented with a readiness to roll up your sleeves and manage a process end to end

Ability to work seamlessly in a cross-functional team environment

Excellent prioritization skills to balance multiple projects with competing deadlines

Passion for innovation, and ability to thrive in a fast-paced environment

Knowledge of Excel, PowerPoint, Word, Google Sheets, Google Docs, Google Slides