Vice President, Portfolio Valuation - Valuation Advisory

Stout • Washington, DC

1d

About The Position

Stout's fast-growing Portfolio Valuation practice is expanding and seeking exceptional candidates to join our dynamic team. As a member of the Portfolio Valuation team, you will work on cutting-edge projects, leveraging disruptive technologies to help leading asset managers bring clarity to complex valuation matters. As part of one of the largest and fastest-growing independent valuation practices in the country, you will support client engagements across a wide range of industries, asset classes, and geographies. As a Vice President, you will lead engagements involving the valuation of venture capital, private debt, private equity portfolios, complex securities, and strategic initiatives. You will manage teams, oversee the quality of deliverables, and serve as a key point of contact for clients. In this role, you will work with a wide variety of industry-standard data resources and analytical tools, while engaging closely with Stout’s proprietary technologies and AI—not only as a user, but as a contributor helping shape the analytics of the future.

Requirements

• 5+ years of experience in portfolio valuation, complex securities valuation, portfolio management, or research, with exposure to venture capital, private equity, private credit, or asset-based finance
• Bachelor’s and/or graduate degree in finance, accounting, financial engineering, mathematics, or a related quantitative field
• Strong command of financial modeling and advanced valuation methodologies, with a desire to continuously develop new skills and adopt emerging technologies
• Deep understanding of valuation approaches for venture capital, private debt, private equity, and complex financial instruments
• Advanced knowledge of economics, financial theory, and accounting principles
• Demonstrated leadership and team management experience, with a strong track record of client service
• Excellent verbal and written communication skills, with client-facing experience
• Advanced technical capabilities and a technology-forward mindset, including willingness to learn tools such as AI, Python, Tableau, or Power BI, alongside proficiency in Excel, Word, and PowerPoint
• Proven ability to manage multiple engagements and priorities effectively

Nice To Haves

• Professional designation (CFA, ASA, CPA, CEIV) preferred

Responsibilities

• Lead valuation engagements from planning through delivery, including scoping, workplan development, and execution strategy
• Manage and develop teams responsible for performing valuation analyses and producing client deliverables
• Leverage Stout’s proprietary, cutting-edge technology alongside traditional valuation tools and models to execute engagements
• Review financial models, analyses, and reports to ensure accuracy, consistency, and quality, while providing constructive feedback and development support to junior team members
• Serve as a primary point of contact for clients, building and maintaining strong relationships while coordinating engagement teams
• Conduct and oversee complex financial, industry, and market research
• Analyze financial statements and related data to derive insights across multiple engagements
• Collaborate with senior leadership on strategic initiatives and practice development
• Monitor project progress, manage timelines, and communicate critical updates to stakeholders

Benefits

• Competitive compensation
• Benefits and wellness options tailored to support employees at every stage of life
• Flexible work schedules
• Discretionary time off policy
• Ongoing training
• Mentorship
• Employee resource groups
• Clear performance feedback
• Annual bonus plan

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 501-1,000 employees