Yieldstreet

Yieldstreet

Director, Head of Portfolio Management and Valuation

New York, NY · Director

Sponsorship not specified$200k-$250kDetected 5 hours ago
SQLExcelValuationLeadershipCommunicationUnderwritingCFA

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odds of building a lasting career here

59Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level IV)94
Fits your clock70

Sponsors, but it's cap-subject — you still face the weighted lottery (~61% per draw at Level IV). Good if you win; have a cap-exempt backup on your list.

Lottery odds assume a STEM candidate.

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H-1B wage level

the lottery is wage-weighted — each level is one more entry

Level IV · 4×
Level I$87,3391 entry
Level II$117,6862 entries
Level III$148,0543 entries
Level IV$178,4024 entries

This range already reaches Level IV — the maximum four lottery entries.

DOL prevailing wage, 2026-27 wage year · Financial and Investment Analysts (13-2051) · New York-Newark-Jersey City, NY-NJ. Wage level is derived by USCIS from the offered wage, occupation and worksite; the occupation shown is inferred from the job title.

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About the role

  • The role will be based in our New York City office and will report to our Chief Financial Officer / Chief Operating Officer.
  • 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.
  • Monitor and escalate emerging portfolio- and single-investment-level risk factors, and coordinate workout/restructuring strategy with external advisors as well as investor communication on sub-performing investments

Responsibilities

  • Portfolio Construction & Valuation - own the firm's quarterly investment review and valuation processes end to end in accordance with the firm's policies and procedures
  • Risk Governance - challenge credit and risk assumptions, and own the pre-close risk rating process
  • Sub-Advisory Oversight - manage the firm's sub-advisory relationships, including review of pre-existing and new investments
  • Team Leadership - manage and develop a distributed Portfolio Management team spanning New York and Athens, Greece
  • Investor & Board Communications - own valuation and portfolio performance commentary/materials intended for the company board, valuation and investment committees
  • Own the quarterly tiering and valuation workflow - from underlying data through roll-forward valuation models, investment review decks, and final IC and Board packages
  • You will own valuation, risk ratings, and reporting across all of Willow Wealth's sub-advisor relationships and asset classes.
  • You will also manage a distributed team based in New York and Athens, Greece.

Requirements

  • 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 thriving in a highly dynamic and fast paced environment
  • 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

Nice to have

  • Bachelor's degree or equivalent experience
  • CFA or CAIA strongly preferred
  • Direct people-management experience, ideally leading a distributed or cross-time-zone team

Skills

  • Excellent written and verbal communication skills, able to translate complex risk and valuation concepts into IC- and Board-ready materials

Compensation

  • The base salary range for this position is USD 200,000 to 250,000 annually, depending on experience and qualifications.

Benefits

  • Competitive compensation package, including equity
  • Health, dental & vision coverage with FSA/HSA options
  • Commuter benefit
  • Life insurance
  • Wellness stipend
  • This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.

Company info

  • About Willow Wealth
  • 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 more than 500,000 members with $6.9B+ invested since inception.
  • The company has raised over $250M from leading institutional investors, such as Redbird, Tarsadia, Mayfair, StepStone, and Edison Partners.

Visa & Work Authorization

  • Sponsor the team's data and reporting automation roadmap, including roll-out of AI improvements
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This listing is sourced directly from Yieldstreet's careers page and normalized into a canonical job model.