Chief Valuation Officer, Keystone National Group

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Job Description

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Company Overview

Keystone National Group (“Keystone”), an affiliate of Virtus Investment Partners, is a private credit investment manager specializing in asset-backed lending and asset-centric credit strategies. Keystone combines deep investment expertise with disciplined underwriting, rigorous risk management, and a focus on capital preservation and attractive risk-adjusted outcomes. As part of Virtus Investment Partners’ multi-boutique model, Keystone maintains investment autonomy while benefiting from Virtus’ broader resources, distribution capabilities, and institutional infrastructure.

Position Summary

Keystone is seeking an experienced Chief Valuation Officer (“CVO”) to lead the firm’s valuation function. The CVO will be responsible for valuation governance, methodologies, policies, procedures, controls, and reporting across Keystone’s investment strategies and fund structures.

The CVO will ensure that investment valuations are determined, reviewed, approved, documented, and reported in accordance with U.S. Generally Accepted Accounting Principles (“U.S. GAAP”), including ASC Topic 820, Fair Value Measurement, and applicable regulatory and fund-governance requirements. The role will have particular responsibility for Level 3 investments, where significant valuation inputs are unobservable and conclusions require substantial professional judgment.

The CVO will provide independent valuation leadership while partnering with portfolio management, underwriting, finance, fund accounting, risk, compliance, legal, operations, technology, executive leadership, and relevant Virtus functions. The role will also support Keystone’s registered investment company valuation responsibilities under the Investment Company Act of 1940 and SEC Rule 2a-5.

Key Responsibilities:

Valuation Leadership and Governance

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• Lead Keystone’s valuation function and maintain a consistent, independent, and scalable valuation framework across investment products, strategies, and fund structures.

• Develop and maintain valuation policies, procedures, governance standards, internal controls, documentation requirements, and escalation protocols.

• Chair or provide senior leadership to Keystone’s valuation committee and oversee the review, challenge, approval, and escalation of valuation conclusions.

• Maintain appropriate independence and segregation among investment decision-making, portfolio management, val...

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