Assistant Vice President - Manager - Finance Portfolio Valuation
Assistant Vice President - Manager - Finance Portfolio Valuation
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$ 150000 - 160000
1 Vacancy
Job Description
Monroe Capital is seeking an Assistant Vice President Manager to join its Finance and Portfolio Valuation group. This role will be responsible for assisting the Director Finance & Portfolio Valuation in leading Monroes quarterly valuation processes including oversight of 3rd party valuation firms and coordinating with Monroes underwriting and accounting teams and external auditors including organizing these groups to meet desired deliverable timelines. This role will also include providing valueadded reviews of modeled valuations and developing and coaching team members. Additionally this role will support Monroes quarterly portfolio reporting for investor relations and senior management and be responsible for managing the preparation of deliverables for Monroes valuation committee and various board structures.
Job Responsibilities:
Assist in implementing quarterly valuation policies and procedures and overall coordination of Monroes quarterly valuation process with relevant internal and external parties
Manage workflow for the quarterly valuation cycle which includes due diligence requests from 3rd party valuation firms review and analyze valuation reports prepared by 3rd party valuation firms including managing the collaboration with the internal deal team throughout the process
Oversee the design of internal valuation models including discounted cash flow market multiple analysis market transactions modeling option pricing and other complex securities analysis
Effectively analyze and present valuation results and overall valuation trends to internal parties including senior management and Monroes valuation committee
Review and manage workflow for valuation reporting packages to support the needs of our various 20 private investment funds and public investment vehicles
Closely monitor complex and challenging credits including preparation of sensitivity and stress analyses
Manage the annual audit as well as interim reviews with 3rd party valuation firms and the internal team and address open auditrelated items
Collaborate with various groups throughout the firm to manage deliverables and to explain results including the accounting operations underwriting portfolio management and investor relations groups
Responsible for driving continued enhancements and improvements to the overall valuations and reporting processes procedures use of internal and external and resources and technology
Maintain an understanding of industry/market trends and updates/guidances on fair value reporting
Active development and management of the junior valuation staff and provide adhoc valuation training to other key members of the organization
Position Requirements:
Bachelors or Masters Degree in Finance Economics or Accounting
10 15 years of total experience with previous 5 7 years of portfolio valuation experience preferred at a private debt/equity firm commercial/corporate bank or valuation firm
CLOs venture investments and/or structured finance experience a plus
Preferred Skills/Experience:
Strong financial modeling and analytical skills
Understanding of valuation methodologies and approaches including the use of options pricing model
Understanding of private credit and macroeconomic factors impacting debt valuations
Wellorganized selfstarter with high energy creativity and thoughtfulness
Successful track record of staff development and effective project management
Detail oriented
Familiarity with financial statements and generally accepted accounting principles (GAAP)
Ability to successfully manage multiple tasks projects and deadlines
Excellent interpersonal verbal and written communication skills
Strong Microsoft Excel skills
Knowledge of Microsoft Office (Word and Power Point)
Database design and/or management a plus
Knowledge of statistics and statistical models a plus
Compensation
The anticipated base salary range for this position is listed below. Total compensation will also include a discretionary performancebased annual bonus. Note the salary range takes into account a broad spectrum of qualifications including but not limited to years of relevant work experience education and other relevant qualifications specific to the role.
- $150000.00 $160000.00
The firm also offers robust Benefits offerings including Comprehensive Medical/Rx Dental and Vision plans; 401(k) program; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; LongTerm Disability (LTD) and ShortTerm Disability (STD) insurance; Employee Assistance Program (EAP) and Commuter Benefits plan for parking and transit.
Required Experience:
Chief
Employment Type
Full-Time
