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Head of Portfolio Management & Valuation; NY

Job in New York, New York County, New York, 10261, USA
Listing for: Willow Wealth
Full Time position
Listed on 2026-10-15
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management
Salary/Wage Range or Industry Benchmark: 200000 - 250000 USD Yearly USD 200000.00 250000.00 YEAR
Job Description & How to Apply Below
Position: Head of Portfolio Management & Valuation (NY)
Location: New York

Willow Wealth is seeking a Director, Head of Portfolio Management and Valuation to lead the Portfolio Management team. Based in New York City, you will own valuation, risk ratings, and reporting across sub-advisor relationships and asset classes.

You will manage a distributed team in New York and Athens, Greece, integrating PM into the investment process at underwriting and ongoing oversight. You will collaborate with Investments, Product, Marketing, Finance, Legal, and Operations while

This role, Head of Portfolio Management & Valuation (NY) at Willow Wealth, could be your next move.

As a Head of Portfolio Management & Valuation (NY), you will play an important part at Willow Wealth in New York, NY, United States.

We invite applications for the Head of Portfolio Management & Valuation (NY) position located in New York, NY, United States.

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