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Strategic Portfolio Valuation Expert

2 months ago

Houston, Texas, United States Lateral Thinking Full time
About the Role

Lateral Thinking is seeking a highly skilled and experienced professional to join its Portfolio Valuation and Fund Advisory practice as a Vice President or Senior Vice President.

Key Responsibilities
  • Lead complex business and financial due diligence sessions with clients to provide strategic insights and recommendations.
  • Develop and implement valuation strategies to help clients make informed investment decisions.
  • Collaborate with cross-functional teams to deliver high-quality valuation reports and presentations.
  • Manage and mentor junior team members to ensure their professional growth and development.
  • Build and maintain strong relationships with clients to understand their needs and deliver tailored solutions.
About the Ideal Candidate
  • A motivated and commercially driven individual with a strong background in finance and valuation.
  • Excellent project management, leadership, and communication skills.
  • Able to work effectively in a fast-paced environment and prioritize multiple tasks and deadlines.
Requirements
  • Minimum of six years of experience in financial services for Vice Presidents and a minimum of eight years of experience for Senior Vice Presidents.
  • Prior experience in equity and/or debt valuation or related fields.
  • Advanced knowledge of finance, accounting, and financial modeling.
  • Strong analytical and problem-solving skills.
Preferred Qualifications
  • Experience working with big four valuation firms or independent valuation consultants.
  • Master's degree or progress towards an advanced degree in a relevant field.
  • CFA designation or equivalent.
About Lateral Thinking

Lateral Thinking is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. We serve corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region.

Our commitment to client success is built on independent advice and intellectual rigor. We are a trusted advisor for clients worldwide, across a wide range of services, including Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation & Fund Advisory Services, Real Estate Valuation & Advisory Services, and Dispute Resolution Consulting.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.