Associate, Portfolio Management

About Willow WealthWillow Wealth is the leading private market investment platform. We believe that private market investment products should be a fundamental part of your portfolio. That’s why we’re unlocking access to make it easier than ever to get started. We partner with top-tier investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short-term notes, and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market with confidence.All Willow Wealth offices follow a hybrid work model.Willow Wealth is looking for an Associate/Senior Associate to join our Portfolio Management team full time. You will be working with and reporting to the Head of Portfolio Management.The Portfolio Management team at Willow Wealth is responsible for several functions as it relates to Willow Wealth’s alternative investment portfolio. The team assists in portfolio management duties across real estate, private credit, private equity, and other alternative asset classes, which include quarterly investment reviews, valuation, investment process management, analytics, database management, investor reporting and investment risk assessments. The team collaborates across various other functions at Willow Wealth including the Underwriting team, Product, Marketing, Finance, Treasury, and Operations.Key ResponsibilitiesLead the building and maintaining of complex financial models to support valuation methodologies (DCF, market comparables, precedent transactions) - prior illiquid investment valuation experience at an asset management firm or 3rd party consulting/advisory firm requiredPrepare detailed valuation and asset review memos and presentations for internal (Valuation Committee, Investment Committee) and external stakeholdersCollaborate with investment teams to gather relevant financial, operational, and performance data to inform valuations and ongoing asset reviewsAssist in responding to all audit and regulatory inquiries related to valuationsReview and enhance deal and portfolio level key performance metrics to monitor deviations from original investment theses across a diverse set of investment strategiesMonitor, evaluate, and develop portfolio level and investment level reporting to highlight risk factors and value driversContribute to the development of risk analytics, valuation policies, and continued development of investment management frameworksCollaborate across functions to achieve firm-wide objectives including underwriting, structuring, operations, risk management, technology and marketingAssist in the day-to-day management of the Willow Wealth portfolio including workout/restructuring in combination with numerous external advisorsQualificationsBachelor’s degree or equivalent experience - CFA, CAIA, or CPA is a plusAt least 4 years of finance experience, with at least 2 years of direct experience in valuation, transaction advisory, private equity, investment banking, or a credit/debt investment focused roleStrong financial modeling and analytical skills with demonstrated experience in financial valuation; must have a solid understanding of valuation methodologies and financial statement analysisFamiliarity with valuation standards (e.g., ASC 820 / IFRS 13) is highly preferredAbility to articulate complex financial concepts and information in both verbal and written formsExcellent organizational skills and high attention to detailDeal execution oriented with a readiness to roll up your sleeves and manage a process end to endAbility to work seamlessly in a cross-functional team environmentExcellent prioritization skills to balance multiple projects with competing deadlinesPassion for innovation, and ability to thrive in a fast-paced environmentKnowledge of Excel, PowerPoint, Word, Google Sheets, Google Docs, Google Slides - experience with asset management databases, SQL, Salesforce, and Python a plusWhat’s in it for you:Competitive compensation packages, including equityHealth, dental & vision coverage with FSA/HSA optionsUnlimited PTO401k MatchCommuter benefitLife insuranceThis is a New York-based role. The base salary range for this position is USD 110,000 to 150,000 annually, depending on experience and qualifications. This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.PI3b14e9372660-30511-39076779