Director – Portfolio Valuation

Business Development Specialist - TCoE

Downstream JV Offtake Analyst

Business Development Specialist - M&A

Business Development Specialist - Manufacturing, Technology and Services Operations

Senior Business Development Analyst

Business Development Specialist - Divestments

Downstream Business Development Lead

M&A Economist

VP, North America Rates Valuation Control

Role Description: <ul><li>We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. We offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!</li><li>We are looking for a Director – Portfolio Valuation to join our Advisory Department in our NYC, Miami Metro, or Philadelphia Arch office.&nbsp;</li><li>You will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.&nbsp;</li><li>We are currently recruiting a Director of Portfolio Valuations with significant experience in executing and providing valuations of private debt and equity investments.</li><li>The Director will be largely accountable for the oversight of valuation analysis, working closely with our professional team of managers and analysts to design, execute and present appropriate valuation models and conclusions.&nbsp;</li><li>The role will require close collaboration with the team to provide a range of valuation advisory services to our clients, including underlying portfolio company debt and equity valuations, purchase price allocations, stock option and other complex securities valuations.</li><li>NOTE: This is a hybrid position.</li></ul> Responsibilities: <ul><li>Oversee the design of valuation models including discounted cash flow, market multiple analysis, market transactions modeling and option pricing and other complex securities analysis.</li><li>Direct the valuation analysis on a wide range of illiquid investments and assets that encompass a range of industries and geographies.</li><li>Participate in and supervise client interviews to collect information and data relevant to the valuation.</li><li>Lead the presentation and reporting of analyses and conclusions, including written reports, to clients.</li><li>Manage client relationships across a variety of portfolio valuation clients.</li><li>This includes continuously looking to enhance relationships and identifying cross-selling opportunities across.</li><li>Maintain technical proficiency in the field of valuation and the alternative investments industry.&nbsp;</li><li>Champion the valuation practice’s team goals and strategy with professionalism and integrity.</li></ul> Requirements: <ul><li>Bachelors or Masters degree in Finance, Accounting or Economics or MBA</li><li>CFA and/or ASA&nbsp;</li><li>Minimum 8 years of designing, editing and reviewing valuation models and other financial models including: Discounted Cash Flows, comparable public company analysis, market transaction analysis, complex securities and option pricing models, and other intangible asset models.</li><li>Demonstrated analytical, logic, reasoning and problem-solving skills.</li><li>Strong verbal communication and persuasive writing skills.</li><li>Knowledge of appropriate software including MS Excel, Word and PowerPoint.</li><li>Experience working with diverse teams.</li></ul> What We Offer: <ul><li>Competitive Base Salary and annual performance-based bonuses.</li><li>Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives.</li><li>Employer contribution to Life Insurance, and 401(k) plan.</li><li>Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!).</li><li>Customized learning and development opportunities and continuing professional education both in-house and virtually.</li><li>Hybrid, flex, and remote work opportunities available.</li><li>Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution.</li><li>Modern, high-tech work environment [in the world-renowned Rockefeller Center.</li></ul>

Responsibilities :&nbsp; <ul><li>The Business Development Analyst primary role is to support the screening, planning, development, and execution of new business ventures by applying extensive knowledge in the area of business development and formation of commercial entities.</li><li>The Business Development Analyst independently evaluates new business proposals and participates in the development of new business ventures.</li><li>The Analyst also extends support beyond business analysis and planning and may be involved in the structuring and negotiation of deals to achieve final deal closure</li><li>Work Experience – candidates from these sources would be the primary target</li><li>Investment banking – valuation or buy/sell side analyst, customer facing and in the front office (not back office staff or experience in exchange / commodities trading or risk)</li><li>Management consulting – analyst / associate with experience in company strategy, post transaction setup, joint ventures and business optimization.</li><li>Business development / mergers &amp; acquisitions at NOC or IOC or at a major corporation</li><li>Private equity – buy / sell side with valuation experience &amp; portfolio/investment management.</li><li>Venture capital - buy / sell side with valuation experience &amp; portfolio/investment management.</li></ul> Requirements :&nbsp; <ul><li>The successful candidate will hold a Bachelor’s degree in Accounting or Business Administration from a recognized and approved program.</li><li>An advanced degree such as Masters of Business Administration or a relevant charter such as Chartered Financial Analyst (CFA) or Chartered Accountant (CA) is preferred.</li><li>Minimum of eight to ten years of experience in commercial or business development, investment banking, management consulting &amp; advisory; preferably with at least three to five years in investment / portfolio management.</li><li>A degree in finance, Business; MBA preferred</li><li>Investment portfolio management</li><li>Joint venture / affiliate coordination and support</li><li>Buy / sell side transactions</li><li>Business development / mergers &amp; acquisitions</li><li>Company valuation</li><li>Financial modeling</li><li>Strategy development</li><li>Post transaction setup &amp; readiness</li><li>Transaction management and oversight</li><li>Business optimization</li><li>Solid understanding of business model</li><li>Experience with risks analysis, reporting and risks dashboards</li><li>Understanding of portfolio management principles</li><li>Solid understanding of accounting fundamentals and financial statements</li><li>Commercial due diligence</li><li>Economic evaluation</li><li>Pre-gate compliance assurance</li><li>Commercial deal structuring</li><li>Negotiation strategy</li><li>Sensitivity analysis</li><li>Governance structuring</li><li>Exit strategies</li><li>Post transaction setup and readiness plans</li><li>Portfolio management</li><li>Board of director preparations</li><li>Performance &amp; KPI reporting</li><li>IPO / exit readiness &amp; assessments</li></ul>

Responsibilities: <ul><li>Participates in creating the commercial, financial and technical framework for the deal, leads evaluation of business opportunities including valuation techniques and methodologies, defining scope of due diligence required and coordinating due diligence&nbsp;activities; presenting results of valuation and due diligence activities and leads development of commercial agreements.</li><li>Provides administrative direction in the development and review of legal documents which include head of terms, MoU, Cost sharing agreements, and shareholder agreements and manage business portfolio.</li><li>Prepares for and conduct negotiations to secure a deal is consistent with our client offer, investor expectations and set parameters.</li><li>Ensures compliance to process stage gates and approvals, approve contract payments and variations within limit, provides administrative direction and personnel management to all assigned Business Development Analysts and performs other miscellaneous duties as directed.</li></ul> Requirements: <ul><li>Manages business development process from screening through deal closure, including drive screening and validation activities to progress proposals through stage gates, prioritize business proposals against investment criteria and NBD portfolio strategy.</li><li>Leads efforts to formulate a resource and funding plans to transform business proposal from Concept to a closed deal and serve as a liaison between NBD and the internal proponent organization.</li><li>Leads business planning and economic modeling and determine the scope and objectives of the deal, offering messages and technical solution that make up business offering.</li><li>Assembles initial offerings to potential investors, Lead investor selection activities, and Coordinates with subject matter experts to draft Memorandums of Understanding/Letter of Intent.</li></ul>

Responsibilities :&nbsp; <ul><li>Conduct detailed due diligence on different aspects of target companies (with support from relevant organizations in the company)</li><li>Perform valuation of target companies based on different methods (with support from other organizations in the company) and evaluate the business plan of the targets</li><li>Independently handles business proposals, draft the Non-Binding Offer (NBO), develop a negotiation strategy and commercial terms for the transaction and reflect as such in the term sheet. Negotiate and develop definitive agreements (with the help of law department and other relevant organizations in the company)</li><li>Validation activities to progress proposals through stage gates, prioritize business proposals against investment criteria and NBD portfolio strategy</li><li>Manage all aspects of transaction execution including management of the overall project such as selecting, onboarding and working with advisors</li><li>Manage the overall stakeholder management including working with internal organizations, consultants and potential partner(s)</li><li>Assembles initial offerings to potential investors, Lead investor selection activities, and Coordinates with our client subject matter experts to draft Memorandums of Understanding/Letter of Intent</li><li>Provides administrative direction in the development and review of legal documents which include head of terms, MoU, Cost sharing agreements, and shareholder agreements and manage business portfolio</li><li>Ensures compliance to process stage gates and approvals, approves contract payments and variations within limit, provides administrative direction and personnel management to all assigned Business Development Analysts and performs other miscellaneous duties as directed</li><li>Support law department in anti-trust clearance activities and internal proponent organizations in the post-acquisition integration activities</li><li>Perform other miscellaneous duties as directed</li></ul> Requirements :&nbsp; <ul><li>A successful candidate will preferably hold a Bachelor’s degree in Accounting, Economics, Business, Finance from a recognized and approved international program. An MBA and/or an equivalent qualification will be a plus, although not a requirement</li><li>An ideal candidate will have at least (10-15) years of experience in business development which should include at least five (5) years of experience in M&amp;A transaction execution</li><li>Work experience – candidates from these sources would be the primary target</li><li>IOCs/NOCs, corporates</li><li>International consulting firms, accounting firms and investment banks</li><li>Private equity firms</li><li>The ideal candidate is expected to have a strong M&amp;A background, and should have demonstrated in previous roles, extensive experience in financial valuation and modeling, due diligence, commercial negotiations and transaction structuring etc. Adequate understanding of financial analysis of companies and valuation methodologies; commercial principals of a transaction; different types of transactions.</li><li>Industry expertise of knowledge of specific venturing activities such as commercialization, spin-offs or joint venturing, project development, financial valuations and modeling, facilities planning, strategy development or relevant experience</li><li>Good interpersonal communication skills</li><li>Working knowledge of a variety of MS office tools</li><li>Time-management skills, ability to meet deadlines and to work under stress</li><li>Proven analytical and problem-solving skills</li><li>Attention to detail with a high degree of control and emphasis on quality</li><li>Strong team player: demonstrating initiative, dynamism and creativity</li><li>Fluency in English (and other languages if possible)</li><li>Solid understanding of commercial business models in various sectors e.g. oil &amp; gas etc</li><li>Experience with risks reporting and risks dash board</li><li>Understanding of portfolio management principles</li><li>Solid understanding of accounting fundamentals</li><li>Chartered Financial Analyst (CFA), Certified Management Accountant (CMA), or Project Management Professional (PMP) certification are advantageous</li></ul>

Responsibilities :&nbsp; <ul><li>Conduct detailed due diligence on different aspects of target companies (with support from relevant organizations in the company).</li><li>Perform valuation of target companies based on different methods (with support from other organizations in the company) and evaluate the business plan of the targets.</li><li>Independently handles business proposals, draft the Non-Binding Offer (NBO), develop a negotiation strategy and commercial terms for the transaction and reflect as such in the term sheet. Negotiate and develop definitive agreements (with the help of law department and other relevant organizations in the company).</li><li>Validation activities to progress proposals through stage gates, prioritize business proposals against investment criteria and NBD portfolio strategy.</li><li>Manage all aspects of transaction execution including management of the overall project such as selecting, onboarding and working with advisors.</li><li>Manage the overall stakeholder management including working with internal organizations, consultants and potential partner(s)</li><li>Assembles initial offerings to potential investors, Lead investor selection activities, and Coordinates with our client subject matter experts to draft Memorandums of Understanding/Letter of Intent.</li><li>Provides administrative direction in the development and review of legal documents which include head of terms, MoU, Cost sharing agreements, and shareholder agreements and manage business portfolio.</li><li>Ensures compliance to process stage gates and approvals, approves contract payments and variations within limit, provides administrative direction and personnel management to all assigned Business Development Analysts and performs other miscellaneous duties as directed.</li><li>Support law department in anti-trust clearance activities and internal proponent organizations in the post-acquisition integration activities.</li><li>Perform other miscellaneous duties as directed.</li></ul> Requirements :&nbsp; <ul><li>A successful candidate will preferably hold a Bachelor’s degree in Accounting, Economics, Business, Finance from a recognized and approved international program. An MBA and/or an equivalent qualification will be a plus, although not a requirement.</li><li>An ideal candidate will have at least (10-15) years of experience in business development which should include at least five (5) years of experience in joint ventures transaction execution.</li><li>Work experience – candidates from these sources would be the primary target</li><li>IOCs/NOCs, corporates</li><li>International consulting firms, accounting firms and investment banks</li><li>Private equity firms</li><li>The ideal candidate is expected to have a strong joint venture development background, and should have demonstrated in previous roles, extensive experience in financial valuation and modeling, due diligence, commercial negotiations and transaction structuring etc.</li><li>Adequate understanding of financial analysis of companies and valuation methodologies; commercial principals of a transaction; different types of transactions</li><li>Industry expertise of knowledge of specific venturing activities such as commercialization, spin-offs or joint venturing, project development, financial valuations and modeling, facilities planning, strategy development or relevant experience.</li></ul>

Responsibilities: <ul><li>Screens low to moderately complex business proposals using pre-defined filtering criteria, researches relevant intelligence</li><li>Supports pre-feasibility and feasibility studies to establish technical, financial and marketing viability of new</li><li>Writes Concept Paper Papers that establish a high-level case for further developing moderately complex business ventures.</li><li>Supports specific sections of a business plan such as document finalization which include but are not limited to market analysis, 5- Extracts pertinent data from feasibility studies as inputs to business planning and develop economic/financial models for moderately 6- Evaluates business opportunities including valuation techniques and methodologies, defining scope of due</li><li>Gathers necessary intelligence to select potential investors, develop negotiation strategy, and develop</li><li>Participates in managing business portfolio, assists in facilitation of new business generation workshop</li></ul> Requirements: <ul><li>Bachelor’s degree in Finance, Business, Accounting, or Industrial Engineering</li><li>Minimum 7 years of experience in finance or business fields</li><li>Professional certification in finance CFA, CMA or PMP (Preferred)</li><li>Adequate understanding of financial analysis of companies and valuation methodologies; commercial principals of a transaction</li><li>Proficient in Microsoft Word, Excel and and expert in PowerPoint designs and presentation skills</li></ul>

Responsibilities :&nbsp; <ul><li>Conduct detailed due diligence on different aspects of target companies (with support from relevant organizations in the company).</li><li>Perform valuation of target companies based on different methods (with support from other organizations in the company) and evaluate the business plan of the targets.</li><li>Independently handles business proposals, draft the Non-Binding Offer (NBO), develop a negotiation strategy and commercial terms for the transaction and reflect as such in the term sheet. Negotiate and develop definitive agreements (with the help of law department and other relevant organizations in the company).</li><li>Validation activities to progress proposals through stage gates, prioritize business proposals against investment criteria and NBD portfolio strategy</li><li>Manage all aspects of transaction execution including management of the overall project such as selecting, onboarding and working with advisors</li><li>Manage the overall stakeholder management including working with internal organizations, consultants and potential partner(s)</li><li>Assembles initial offerings to potential investors, Lead investor selection activities, and Coordinates with our client subject matter experts to draft Memorandums of Understanding/Letter of Intent</li><li>Provides administrative direction in the development and review of legal documents which include head of terms, MoU, Cost sharing agreements, and shareholder agreements and manage business portfolio</li><li>Ensures compliance to process stage gates and approvals, approves contract payments and variations within limit, provides administrative direction and personnel management to all assigned Business Development Analysts and performs other miscellaneous duties as directed</li><li>Support law department in anti-trust clearance activities and internal proponent organizations in the post-acquisition integration activities</li><li>Perform other miscellaneous duties as directed</li></ul> Requirements :&nbsp; <ul><li>A successful candidate will preferably hold a Bachelor’s degree in Accounting, Economics, Business, Finance from a recognized and approved international program. An MBA and/or an equivalent qualification will be a plus, although not a requirement</li><li>An ideal candidate will have at least (10-15) years of experience in business development which should include at least five (5) years of experience in divestment transaction execution</li><li>Work experience – candidates from these sources would be the primary target</li><li>IOCs/NOCs, corporates</li><li>International consulting firms, accounting firms and investment banks</li><li>Private equity firms</li><li>The ideal candidate is expected to have a strong divestiture and IPOs background, and should have demonstrated in previous roles, extensive experience in financial valuation and modeling, due diligence, commercial negotiations and transaction structuring etc. Adequate understanding of financial analysis of companies and valuation methodologies; commercial principals of a transaction; different types of transactions</li><li>Industry expertise of knowledge of specific venturing activities such as commercialization, spin-offs or joint venturing, project development, financial valuations and modeling, facilities planning, strategy development or relevant experience</li><li>Good interpersonal communication skills</li><li>Working knowledge of a variety of MS office tools</li><li>Time-management skills, ability to meet deadlines and to work under stress</li><li>Proven analytical and problem-solving skills</li><li>Attention to detail with a high degree of control and emphasis on quality</li><li>Strong team player: demonstrating initiative, dynamism and creativity</li><li>Fluency in English (and other languages if possible)</li><li>Solid understanding of commercial business models in various sectors e.g. oil &amp; gas etc.</li><li>Experience with risks reporting and risks dash board</li><li>Understanding of portfolio management principles</li><li>Solid understanding of accounting fundamentals</li><li>Chartered Financial Analyst (CFA), Certified Management Accountant (CMA), or Project Management Professional (PMP) certification are advantageous</li></ul>

Responsibilities: <ul><li>Support Business Development Specialist/Consultant on business development process from market analysis, screening and evaluation of opportunities including strategic fit assessments, developing key business principles, managing due diligence execution, performing risk assessments, developing and negotiating term sheets and definitive transaction agreements through to transaction closure and integration planning.&nbsp;</li><li>Progress opportunities and transactions through the company’s defined stage-gates, and prioritize investment proposals against internal investment criteria and corporate strategies.</li><li>Support downstream business development activities including: (i) creating and developing partnerships along the downstream value chain in refining, petrochemicals, marketing including wholesale &amp; retail, logistics and storage; (ii) developing business proposals; (iii) identifying risks with mitigation plans; and (iv) identifying suitable partnership strategies and business models to maximize value creation for the company.&nbsp;</li><li>Support business portfolio optimization and identify synergies between assets and affiliates; manage development and negotiations of commercial agreements; provide administrative direction to junior Business Development Analysts in reviewing legal documents which include head of terms, memorandums of understanding (MoU), letters of intent (LoI), cost sharing agreements, joint venture agreements, shareholder agreements, share purchase agreements, feedstock supply agreements, product supply and offtake agreements. Additionally, pursue opportunities for product marketing and technology licensing, as applicable.</li><li>Participate in developing techno-economic analysis, financial analysis and valuations of target assets including familiarity with the different valuation methodologies (discounted cash flow (DCF), trading multiples and precedent transactions).&nbsp;</li><li>Develop negotiation and transaction/project execution strategies.</li><li>Utilize available market data to develop market and sector analysis, and competitive landscape assessments as part of proactive origination of opportunities.</li><li>Prepare management briefings, board papers and presentations.</li></ul> Requirements: <ul><li>Bachelor’s degree in Engineering (Chemical preferable, or other disciplines), Business, Finance or Economics.&nbsp;MBA or a relevant advanced degree is strongly preferred.&nbsp;</li><li>Professional Certifications (preferred): Project Management Professional (PMP), Certified Financial Analyst (CFA) and Certified Management Accountant (CMA).</li><li>Minimum of 9 years of professional experience in downstream business development, with a strong track record of technical, economic and commercial experience in downstream businesses such as refining, petrochemicals, marketing (wholesale &amp; retail), lubricant, logistics and storage, with a deep understanding of associated operations, optimization and value-chain integration.</li><li>Excellent communication skills both verbal and written, and demonstrated experience navigating and influencing complex internal stakeholder groups and negotiating with prospective partners and service providers to ensure successful business outcomes for the company.</li><li>Good grasp of international business and cross-cultural professional practices.</li><li>Demonstrated experience in executing term sheets and definitive agreements typical in downstream transactions, along with management of post-transaction integrations, setup and readiness.</li></ul>

Responsibilities: You will be required to perform the following within tight deadlines: <ul><li>Provides expert and objective advice to senior management to support decision-making in respect of M&amp;A valuations on specific transactions.&nbsp;</li><li>Supports the development and execution of M&amp;A transactions by providing comprehensive financial analysis activities including building and utilizing complex financial models, including risk and uncertainty analysis.</li><li>Develops, coaches and mentors team members in areas of expertise.</li><li>Contributes to the continuous improvement of relevant processes and methodologies to become a center of excellence of valuation for the Company</li><li>Provides ad hoc financial analysis activities including on transfer pricing, impairment reviews, Shareek incentives, and group policy reviews.</li><li>Manages Financial Advisors for valuation activities on transactions.&nbsp;&nbsp;</li><li>Develops relationships in banks to bring external perspectives on the M&amp;A landscape to the Company</li><li>Supports the FIM-led mandating of Financial Advisors including the development of RFPs, selection criteria, and evaluation of proposals.</li></ul> Requirements: <ul><li>Education Level: Bachelors</li><li>Education Degree: Bachelor of Science</li><li>Education Discipline: Business and Management e.g. Finance, Accounting, Business, Engineering&nbsp;</li><li>Minimum Years of Experience: 10 years including 5 years special experience in M&amp;A Transactions</li></ul>

Role Description: <ul><li>The Product Control Lead Analyst participates is a senior level position responsible for leading efforts that ensure the completeness, accuracy and integrity of the banks books and records in coordination with the Finance team.&nbsp;</li><li>The overall objective of this role is to drive efforts to control and support data integrity and general ledger reconciliation, profit attribution and new activity analysis, valuation control and product P&amp;L and balance sheet reporting.</li></ul> Responsibilities: <ul><li>Develop and maintain in-depth knowledge of Finance industry trends</li><li>Contribute to the directional strategy of the Finance function, anticipating the impact to daily work and the business</li><li>Evaluate and resolve complex issues and select the best action by weighing various alternatives and balancing potentially conflicting needs</li><li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Client, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul> Requirements: <ul><li>6-10 years of relevant experience</li><li>Consistently demonstrates clear and concise written and verbal communication</li></ul> Education: <ul><li>Bachelor’s degree in Finance, Accounting or other Business related field</li><li>Master’s degree preferred</li></ul>

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126 director – portfolio valuation Jobs found

Director – Portfolio Valuation

Business Development Specialist - TCoE

Downstream JV Offtake Analyst

Business Development Specialist - M&A

Business Development Specialist - Manufacturing, Technology and Services Operations

Senior Business Development Analyst

Business Development Specialist - Divestments

Downstream Business Development Lead

M&A Economist

VP, North America Rates Valuation Control

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Skills

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126 director – portfolio valuation Jobs found

Director – Portfolio Valuation

Business Development Specialist - TCoE

Downstream JV Offtake Analyst

Business Development Specialist - M&A

Business Development Specialist - Manufacturing, Technology and Services Operations

Senior Business Development Analyst

Business Development Specialist - Divestments

Downstream Business Development Lead

M&A Economist

VP, North America Rates Valuation Control

WhiteCrow WhiteCrow is on a mission to connect companies with the best talent across the globe.

EMPLOYER

TALENT

COMPANY

Contact Us

JOBS BY SKILLS

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WhiteCrow
WhiteCrow is on a mission to connect companies with the best talent across the globe.