Associate, Portfolio Management

About Willow Wealth

Willow 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 Responsibilities

• Lead 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 required
• Prepare detailed valuation and asset review memos and presentations for internal (Valuation Committee, Investment Committee) and external stakeholders
• Collaborate with investment teams to gather relevant financial, operational, and performance data to inform valuations and ongoing asset reviews
• Assist in responding to all audit and regulatory inquiries related to valuations
• Review and enhance deal and portfolio level key performance metrics to monitor deviations from original investment theses across a diverse set of investment strategies
• Monitor, evaluate, and develop portfolio level and investment level reporting to highlight risk factors and value drivers
• Contribute to the development of risk analytics, valuation policies, and continued development of investment management frameworks
• Collaborate across functions to achieve firm-wide objectives including underwriting, structuring, operations, risk management, technology and marketing
• Assist in the day-to-day management of the Willow Wealth portfolio including workout/restructuring in combination with numerous external advisors
  
  

Qualifications

• Bachelor’s degree or equivalent experience - CFA, CAIA, or CPA is a plus
• At 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 role
• Strong financial modeling and analytical skills with demonstrated experience in financial valuation; must have a solid understanding of valuation methodologies and financial statement analysis
• Familiarity with valuation standards (e.g., ASC 820 / IFRS 13) is highly preferred
• Ability to articulate complex financial concepts and information in both verbal and written forms
• Excellent organizational skills and high attention to detail
• Deal execution oriented with a readiness to roll up your sleeves and manage a process end to end
• Ability to work seamlessly in a cross-functional team environment
• Excellent prioritization skills to balance multiple projects with competing deadlines
• Passion for innovation, and ability to thrive in a fast-paced environment
• Knowledge of Excel, PowerPoint, Word, Google Sheets, Google Docs, Google Slides - experience with asset management databases, SQL, Salesforce, and Python a plus
  
  

What’s In It For You

Competitive compensation packages, including equity

Health, dental & vision coverage with FSA/HSA options

Unlimited PTO

401k Match

Commuter benefit

Life insurance

This 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.