Jonathan Feinstein

Jonathan Feinstein Email and Phone Number

Director of Portfolio Valuations at Duff & Phelps @ Kroll
new york, new york, united states
Jonathan Feinstein's Location
New York, New York, United States, United States
Jonathan Feinstein's Contact Details

Jonathan Feinstein work email

Jonathan Feinstein personal email

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About Jonathan Feinstein

I am a results driven leader in financial services with expertise in the valuation of assets in buy and sell side firms. I have originated governance and control frameworks and policies adaptable to changing risk models and regulatory environments. I have experience in identifying and implementing process improvements and in leading a mindset of continuous improvement with staff. I have been recognized for a pragmatic leadership style and strong relationships with cross functional stakeholders.

Jonathan Feinstein's Current Company Details
Kroll

Kroll

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Director of Portfolio Valuations at Duff & Phelps
new york, new york, united states
Website:
kroll.com
Employees:
2117
Jonathan Feinstein Work Experience Details
  • Kroll
    Director Of Portfolio Valuations In Alternative Asset Advisory Group
    Kroll Nov 2019 - Present
    New York, United States
  • Credit Suisse
    Director Of Valuations - Asset Management, Corporate Bank, Global Credit Products, Equities
    Credit Suisse May 2001 - Nov 2019
    Supervise teams in independent price verification reviews and establish governance for the Asset Management, Global Credit Products, Corporate Bank and Equities businesses. Primary valuation work is done for private equity and credit instruments.* Challenge Front Office on valuation differences and work with senior management to resolve discrepancies. This effort resulted in tens of millions of dollars of price adjustments. * Present issues and results at quarterly Significant… Show more Supervise teams in independent price verification reviews and establish governance for the Asset Management, Global Credit Products, Corporate Bank and Equities businesses. Primary valuation work is done for private equity and credit instruments.* Challenge Front Office on valuation differences and work with senior management to resolve discrepancies. This effort resulted in tens of millions of dollars of price adjustments. * Present issues and results at quarterly Significant Unobservable Pricing and Parameter (SUPP) Inventory Valuation Review meetings. Presented key valuation issues to VARMC, the firm's senior valuation committee, which includes the Chief Financial Officer, Chief Risk Officer, and other senior managers in order to demonstrate the validity of a methodology improvement or to defend an existing methodology on a material item.* Liaise with internal/ external auditors, regulators, and operations risk team on policy and valuation issues. The success of these interactions was measured by our clean audit letters and no control incidents. Led detailed independent business valuations of over $5Bln in private equity instruments on the CS balance sheet. The work included creating financial models, writing valuation reports, tracking results and trends, and supervising a team of direct reports, including vice presidents. * Led controller's monthly valuation meetings with the Front Office, including the Private Equity Division COO and CFO, to discuss Private Equity performance and valuation analysis and to ensure position marks approximate fair value.* Designed and taught valuation classes to the private equity controllers and interns. Show less
  • Pricewaterhousecoopers
    Manager - Valuation Services Group
    Pricewaterhousecoopers Sep 1996 - Sep 1999
    United States
  • Pricewaterhousecoopers
    Senior Associate - Financial Services
    Pricewaterhousecoopers Sep 1993 - Aug 1996
    United States

Jonathan Feinstein Skills

Equities Microsoft Office Financial Modeling Capital Markets Management Microsoft Excel Asset Management Accounting Finance Fixed Income Financial Analysis Financial Services Valuation Hedge Funds

Jonathan Feinstein Education Details

Frequently Asked Questions about Jonathan Feinstein

What company does Jonathan Feinstein work for?

Jonathan Feinstein works for Kroll

What is Jonathan Feinstein's role at the current company?

Jonathan Feinstein's current role is Director of Portfolio Valuations at Duff & Phelps.

What is Jonathan Feinstein's email address?

Jonathan Feinstein's email address is jo****@****lps.com

What schools did Jonathan Feinstein attend?

Jonathan Feinstein attended Columbia University In The City Of New York, Dartmouth College.

What skills is Jonathan Feinstein known for?

Jonathan Feinstein has skills like Equities, Microsoft Office, Financial Modeling, Capital Markets, Management, Microsoft Excel, Asset Management, Accounting, Finance, Fixed Income, Financial Analysis, Financial Services.

Who are Jonathan Feinstein's colleagues?

Jonathan Feinstein's colleagues are Jan White, Nicola Craig, Alyssa Mcknight, Sharon Thomas, Zachary Rimler, Asa, Evren Dinc, Cpa, Mba, Caleb Hansen.

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