Tatum by Randstad is partnering with $4 B AUM impact investment firm to hire a Valuations and Portfolio Reporting Manager. This newly created position will focus on investment valuations, portfolio reporting, and ad hoc projects. This is a great opportunity to join a growth-oriented, progressive organization that offers a fast-paced and supportive working environment. This role will sit onsite 3-4 times /week in Irvine, Compensation to [ "The primary responsibilities in this role will include:... more details
job summary: Tatum by Randstad is partnering with $4B AUM impact investment firm to hire a Valuations and Portfolio Reporting Manager. This newly created position will focus on investment valuations, portfolio reporting, and ad hoc projects. This is a great opportunity to join a growth-oriented, progressive organization that offers a fast-paced and supportive working environment. This role will sit onsite 3-4 times /week in Irvine, Compensation to
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The primary responsibilities in this role will include:
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* Prepare periodic reporting regarding portfolio performance, liquidity, investment activity, and other metrics. Lead the valuation process with support and oversight by the Director of Finance.
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* On at least an annual basis, prepare and/or support the presentation of financial valuations in investment tear sheets. Understand valuation and performance drivers for a diverse investment portfolio.
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* Identify and recommend improvements to valuation and reporting processes.
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* Assist with the preparation of advisory fee billings, capital calls, distributions, and quarterly investor reporting.
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* Work with investment teams to forecast and communicate portfolio cash flows.
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* Create new risk or performance analyses in partnership with internal stakeholders.
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* Execute other projects as assigned. (ex. Fund or entity financial reporting; audit planning and support, etc.)
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The ideal candidate will have a Bachelor's degree in accounting, finance, or economics; advanced degree preferred, 8+ years of experience relevant to investment accounting, valuations, and investment reporting. Proficiency in valuation methodologies (especially DCF, COE, EBITDA Multiple, and Revenue Multiple) and financial modeling for alternative investments.
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For immediate and confidential consideration, please email resume to Chip Doshi, chip.doshi@tatum-us.com
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