Artisan Partners Logo

Artisan Partners

Manager – Valuation Oversight

Posted 10 Days Ago
Be an Early Applicant
In-Office
New York, NY, USA
125K-190K Annually
Senior level
In-Office
New York, NY, USA
125K-190K Annually
Senior level
The Manager of Valuation Oversight leads the valuation function, ensuring accuracy and compliance, managing teams, and liaising with stakeholders on complex valuation matters.
The summary above was generated by AI

This role leads the valuation oversight function across U.S. mutual funds, UCITS, private funds, and separate account structures. The position has end-to-end responsibility for the valuation framework, including governance, methodology oversight, escalation, and the overall control environment. The role is accountable for ensuring valuations are well governed, timely, accurate, and aligned with applicable regulatory requirements, while exercising independent judgment, providing effective challenge, and driving strong accountability across the function. This individual will also help shape the future state of the valuation operating model as the platform grows in scale and complexity, while partnering closely with adjacent functions including regulatory reporting, treasury, legal, compliance, operations, portfolio management, and third-party administrators.

Location: San Francisco, CA | Boston, MA | Chicago, IL | Milwaukee, WI | New York, NY | Denver, CO

Responsibilities

The candidate is expected to:

  • Lead the valuation function end-to-end, including ownership of valuation committee materials and support of fair value determinations through established governance processes
  • Define and execute the valuation strategy and operating model, driving process enhancements, control improvements, and scalability across asset classes and investment vehicles
  • Oversee and actively engage in daily and periodic valuation activities, including evaluating complex and less liquid positions, challenging third-party pricing, and analyzing pricing exceptions and valuation issues, and supporting escalation through established governance processes
  • Apply independent technical judgment to evaluate valuation methodologies, assumptions, and inputs (including models and unobservable inputs), and support well-reasoned valuation conclusions
  • Ensure compliance with applicable regulatory requirements (including SEC Rule 2a-5 and UCITS), maintaining a robust control and documentation framework
  • Oversee pricing vendors and third-party service providers, including due diligence, methodology review, ongoing monitoring, and accountability for quality, transparency, and performance, as well as oversight of price challenge and escalation processes
  • Identify valuation risks and process gaps, and proactively implement enhancements to strengthen controls, efficiency, and overall effectiveness
  • Partner cross-functionally with Portfolio Management, Operations, Legal, and Compliance to resolve complex valuation matters and drive outcomes
  • Lead, develop, and mentor the valuation team, building technical expertise, sound judgment, and consistency in valuation practices
  • Serve as the primary liaison with auditors on valuation matters, including supporting audits and facilitating detailed review of methodologies, assumptions, and controls
  • Design, review, and oversee complex valuation models, ensuring alignment with industry practices and regulatory expectations
  • Communicate complex and judgmental valuation matters clearly and effectively to the valuation committee and senior management, including key assumptions, risks, and conclusions
Qualifications

The successful candidate will possess strong analytical and problem-solving skills, sound judgment, and the ability to operate effectively in a fast-paced, complex environment. The ideal candidate will also demonstrate:

  • Deep technical expertise in valuation methodologies, including the ability to evaluate and challenge models, assumptions, and pricing inputs (including unobservable inputs), particularly for less liquid and complex assets (e.g., private investments, derivatives, structured products). Real estate experience a plus
  • Experience building, reviewing, or overseeing complex valuation models, with a strong understanding of industry practices and regulatory expectations
  • Strong knowledge of regulatory requirements, including SEC Rule 2a-5; familiarity with UCITS valuation frameworks preferred
  • Proven leadership and team management experience, with the ability to develop talent, set direction, and drive accountability
  • Ability to operate independently and make well-reasoned decisions in complex and judgmental valuation scenarios
  • Strong communication skills, including the ability to clearly present complex valuation issues to senior management, valuation committees, auditors, and other stakeholders
  • Experience interacting with auditors and third-party service providers, including pricing vendors and administrators
  • High level of attention to detail, organization, and control orientation, with a focus on accuracy and risk management

Base Salary Range: $125,000 - $190,000

Specific placement within the provided range will be determined by an individual’s geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance.

Privacy Notice for California Applicants

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.

 #LI-Remote/span>

Similar Jobs

15 Minutes Ago
Easy Apply
Hybrid
Easy Apply
135K-150K Annually
Senior level
135K-150K Annually
Senior level
Artificial Intelligence • Cloud • Security • Software • Cybersecurity
The Strategic Account Executive focuses on selling to Fortune 1000 companies by addressing their cloud migration challenges and maintaining relationships. Responsibilities include prospecting, negotiating contracts, and ensuring high forecasting accuracy.
Top Skills: Cloud EnvironmentIt InfrastructureSaaS
15 Minutes Ago
Remote or Hybrid
United States
117K-158K Annually
Senior level
117K-158K Annually
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Manager will lead client and project management in delivering technology solutions, overseeing project plans, team development, and methodologies for service area growth at Wipfli.
Top Skills: Accounting SystemsFixed Asset ManagementProject Management Software
18 Minutes Ago
In-Office
96K-158K Annually
Senior level
96K-158K Annually
Senior level
Aerospace • Cloud • Digital Media • Information Technology • Mobile • News + Entertainment • Generative AI
The Senior Cloud Engineer will manage and optimize AWS-based infrastructure for a cloud-native 5G network, mentor engineers, and drive security and cost initiatives.
Top Skills: AWSBashCloudFormationElkGoGrafanaKubernetesPrometheusPythonTerraform

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account