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Salary: USD 200,000 - 250,000 / annual
Willow Wealth is a leading platform for private market investing, connecting individual investors with curated opportunities across real estate, private credit, private equity, and more. Founded in 2015, the platform has grown to serve over 500,000 members with $6.9B+ invested since inception and has raised over $250M from leading institutional investors.
You will lead the Portfolio Management team as Director, Head of Portfolio Management and Valuation, reporting to the Chief Financial Officer / Chief Operating Officer. You will own valuation, risk ratings, and reporting across all sub-advisor relationships and asset classes, and will manage a distributed team based in New York and Athens, Greece.
Portfolio Management is strategically integrated into Willow Wealth's investment process at every stage—from independent risk review at underwriting through ongoing oversight of portfolio-level concentration, valuation, and risk. The team works closely with Investments, Product, Marketing, Finance, Legal, and Operations, and coordinates directly with third-party partners across private credit, commercial real estate, single-family rental, and art finance.
Key responsibilities include: owning the firm's quarterly investment review and valuation processes end-to-end; challenging credit and risk assumptions and owning the pre-close risk rating process; managing sub-advisory relationships including review of pre-existing and new investments; managing and developing the distributed Portfolio Management team; owning valuation and portfolio performance commentary for the board and investment committees; monitoring and escalating emerging portfolio and single-investment-level risk factors; collaborating with the Investment team and Investment Committee on deal-level and portfolio-level risk; owning the quarterly tiering and valuation workflow from underlying data through final IC and Board packages; direct oversight of sub-advisory relationships including diligence on new agreements and ongoing monitoring; setting and enforcing IC-readiness documentation standards; sponsoring the team's data and reporting automation roadmap including AI improvements; representing Portfolio Management cross-functionally across the organization.
Qualifications: Bachelor's degree or equivalent experience; CFA or CAIA strongly preferred. 10+ years in investment/asset management, credit underwriting, portfolio risk, or valuations, including several years in a senior risk, valuation, or portfolio leadership role. Self-motivated with proven success in dynamic, fast-paced environments. Direct people-management experience, ideally leading a distributed or cross-time-zone team. Strong technical toolkit—advanced Excel/VBA and SQL required; DCF and valuation modeling proficiency required. Comfort operating at IC and Board level, able to defend valuation marks, risk ratings, and portfolio recommendations to senior stakeholders. Experience overseeing third-party managers or sub-advisors, including review of governing agreements for operational and risk implications. Excellent written and verbal communication skills, able to translate complex risk and valuation concepts into IC- and Board-ready materials. Track record of building or scaling risk/reporting infrastructure and process automation. Deal- and process-execution orientation with organizational skill to manage multiple concurrent deliverables against IC and Board deadlines.
