Director, Portfolio Valuation Services
New Yesterday
Stout’s Valuation Advisory professionals help clients gain confidence by bringing clarity to the most complex valuation matters. As one of the largest independent valuation practices in the country, we provide specialized experience across a broad spectrum of industries, asset classes and geographies.
Directors will work on a variety of assignments, including the valuation of private debt and equity portfolios, complex securities and various strategic initiatives supporting Stout’s expansion objectives. This professional will manage a team of professionals responsible for production of valuation analysis and servicing client relationships.
Major Duties and Responsibilities:
Managing valuation projects for above mentioned products, and supervising junior staff to ensure high-quality deliverables to clients
Developing and refining valuation methodologies for private equity and credit transactions across industries. Calibrate models and market data in support of valuation analysis.
Performing corporate, fund and asset valuations including analysis of discounted cash flows, capitalization of earnings, comparable companies, merger and acquisition transactions, stock option analysis, illiquid debt and equity investments
Preparing written valuation reports for client presentation
Maintaining strong relationships with clients
Participating in due diligence meetings
Conducting company, industry, and economic research
Keeping track of latest market developments and regulatory changes in the field
Analyzing general economic conditions and industry specific conditions and trends
Managing Associates and Analysts during valuation production process, fostering high-performing and collaborative work environment
Providing audit support for projects under management
Participate in developing and supporting Stout’s strategic agenda including product development and technology.
Knowledge, Skills & Abilities:
At Stout, we foster a collaborative and inclusive culture that values professionals who are driven, entrepreneurial, and team-oriented. Successful Directors possess the following attributes:
Proficient in valuation approach related to private debt, equity, asset-based finance and other complex financial instruments.
Intermediate/advanced understanding of economics, financial theory and/or principles of accounting.
Excellent verbal and written communication skills
Proficient computer skills (primarily Excel, Word, and PowerPoint). Knowledge of Python and/or Tableau / Power Bi is a plus.
Relationship-focused (with clients, peers, management, etc.)
Excels in a team-oriented work environment with a positive and enthusiastic attitude
Shows creativity in problem solving
Accountability and ability to multi-task
Professional presence and detail-oriented
Strong technical and analytical skills
Self-motivated with a strong work ethic and entrepreneurial mindset
Education and/or Training:
4-year degree necessary with an emphasis in finance, accounting, financial engineering, math or other quantitative degrees.
Minimum 8 years of experience in portfolio valuation, complex securities valuation, portfolio management or research with a focus on private equity, private credit or asset based finance asset classes
Solid understanding of key financial models and valuation methodologies
Excellent leadership abilities with a proven track record of effectively managing and developing teams
Professional designation preferred – CFA, ASA, CPA, CEIV is a plus.
Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
- Location:
- Washington
- Job Type:
- FullTime
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