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Vice President, Portfolio Valuations

1 month ago

New York, United States SoftBank Investment Advisers Full time

About SoftBank Investment Advisers:

SoftBank, the Manager of the SoftBank Vision Fund (“SVF”), seeks to accelerate the AI revolution through investment in market-leading, tech-enabled growth companies. Our global reach, unrivaled ecosystem, and freedom-level capital help founders build transformative businesses. For more information visit


The team:

The Portfolio Valuations & Monitoring team is globally organized across London, US and Hong Kong, and provides Senior Management with real-time portfolio company analytics and strategic valuation support as needed. The team regularly engages with senior executives at portfolio companies to discuss key performance updates.


Position description:

SoftBank Investment Advisers is seeking an enthusiastic and experienced Vice President of Portfolio Valuations to join our Finance team. This position is available in our offices in London, UK; New York, NY; Mexico City, Mexico; or São Paulo, Brazil.


This role represents a unique opportunity to provide valuation expertise within a dynamic corporate venture capital environment. You will work closely with a visionary senior management team on strategic investments, performance monitoring, and the valuation of our investments, primarily focused on growth-stage, world-class technology companies.


The Vice President of Portfolio Valuations will be primarily responsible for determining the fair value of investments for quarterly financial reporting. Additionally, this role will require identifying and reporting on trends in portfolio performance; creating tools and processes to allow Senior Management to stay informed on portfolio company performance; providing ad-hoc support to strategic initiatives; and leveraging technology to drive efficiency. The position will also assist with investor reporting, regulatory reporting, and various data requests from key stakeholders. This position reports directly to Director, Portfolio Valuations in London.


Key Responsibilities:

  • Develop and maintain valuation models in accordance with SBIA’s global valuation policies, primarily on Anaplan
  • Monitor and analyze investment performance of assigned investments, providing support to assist SBIA Senior Management in decision making
  • Proactively monitor current business, industry and economic developments that may impact Fund performance
  • Prepare, distribute and present data-driven portfolio-level analytics to SBIA Senior Management
  • Prepare, review and discuss materials as part of the Investment Risk-led Portfolio Review process
  • Develop and maintain the Fund’s proprietary technology platforms (e.g. FinSight, Anaplan), with an eye towards automation and operational excellence
  • Maintain strong relationships with portfolio company executives, Investment Professionals and Senior Management
  • Manage LP relationships by providing regular Fund and other commercial updates.
  • Assess pipeline companies and perform financial due diligence for target investments
  • Provide ad hoc support to investment teams with assigned investments and complex securities
  • Prepare and distribute reports / analysis in adherence to critical fund and investor reporting deadlines
  • Support the year-end financial statement audit, as well as any statutory audits, and address additional follow-up questions / enquiries via internal or external auditors as they relate to portfolio valuations


Required Qualifications/Skills:

  • BA / BSc / MSc with honors in Finance, Economics or equivalent quantitative degree from a top university
  • 4+ years’ experience, with Investment Banking, Big 4 Transaction Services or Private Equity valuation experience strongly preferred
  • Experience building, testing and implementing valuation models
  • Deep understanding of theoretical and applied finance including corresponding mathematical framework
  • Strong interpersonal skills to interact confidently with Investment Professionals, Portfolio Companies and Senior Management
  • Strong written and oral communication skills with strong attention to detail
  • Strong MS PowerPoint and MS Excel skills; experience with Bloomberg, Capital IQ, VBA, Anaplan and PowerBI is preferred but not required
  • Ability to work in a fast-paced, demanding and dynamic environment
  • CFA or CPA / ACA preferred but not required