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Description

A Valuation Services

Director, Valuation Services – Complex Financial Instruments

https://www.alvarezandmarsal.com/complex-financial-instruments

Alvarez & Marsal (A&M) is a premier independent global professional services firm specializing in providing turnaround management, restructuring, performance improvement and corporate advisory services. The powerful combination of our valuation experience and A&M’s operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies address valuation issues efficiently and effectively.  

A&M is known for analyzing and resolving complex situations which often require the application of sophisticated valuation techniques. Due to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial reporting and tax compliance, transaction opinions, complex financial instruments, alternative investments, structured finance, and litigation support. This has resulted in our Valuation Services group growing steadily year over year and becoming one of the leading in the industry. 

What will you be doing? 

As part of a select and highly skilled Complex Financial Instruments Valuation team, you will have the opportunity to assist in the valuation of equity compensation, complex capital structures, earnouts, convertible debt, and various other complex assets and liabilities. You will have the opportunity to lead a highly skilled, and entrepreneurial team of Associates and Senior Associates. You will decide on the appropriate methodologies and the rationale for certain assumptions in the valuation analysis. Using your management skills, you will oversee the project execution and management from end to end, as well as the report development. Serving as a key  point of contact for clients, you will have the opportunity to build consultative relationships with them.

As a Director, you will also be tasked with reviewing and supervising the work product of Senior Associates and Associates. Your ability to manage client and project teams will be key in this position.

Some of the primary responsibilities are: 

• End-to-end project management and execution of valuation projects (e.g. planning, resourcing, organizing, reviewing)  

• Overseeing financial analysis on the valuation of various types of complex securities and financial instruments

• Overseeing the development of narrative reports describing the methodologies used, key assumptions and rationale, and findings  

• Leading, training, and managing Senior Associates and/or Associates on the financial and tax reporting valuation team  

• Serving as point of contact on valuation engagements for clients and internal staff  

• Determining methodologies/approach to due diligence in conjunction with Managing Directors and/or Senior Directors 

• Presenting and communication valuation conclusions with clients, addressing and clarifying any issues or assumptions  

• Leading client meetings and presentations, including due diligence calls 

• Creating a learning environment by providing meaningful coaching and feedback to others while also facilitating the learning and development and growth opportunities for Senior Associates and Associates 

• Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients 

• Working with Managing Directors on practice management and business development efforts 

Who will you be working with?  

At A&M, you will have the opportunity to work with a diverse entrepreneurial team of supportive and motivated professionals that love to share their knowledge and depth of experience with others. Our culture is characterized by openness and entrepreneurial thinking, with a foundation of mutual respect and high-quality standards for our work. We strive to remove bureaucracy in favor of recognizing effort and results through advancement opportunities and a motivating performance-based reward structure. Our Financial & Tax Reporting team works with a variety of large-cap and mid-cap private equity firms, corporate clients and financial institutions providing you with broad industry exposure. 

How will you grow and be supported?  

As a Complex Financial Instruments Valuation Director, you will have the opportunity to take your career to the next level by gaining invaluable experience across different industries, sectors, and companies on a variety of interesting and critical projects. From middle market to multi-billion-dollar public companies, you will gain a unique high-level view of how to assist management teams in understanding value. Utilizing your critical thinking and research, you will have the opportunity to apply your analytical skills in a variety of valuation projects. You will be working closely as a team with experienced professionals who will provide you with developmental feedback and growth opportunities. Working with Managing Directors, you will also have the opportunity to grow the practice through practice and business development activities.    

We offer competitive benefits and opportunities to support your personal and professional development. Click to learn about A&M’s benefits. A&M recognizes that our people drive our growth, and you will be provided with the best available training and development resources through formalized and on the job training. Learn more about why A&M is a great place to work.   

Core Qualifications:  

• 7+ years valuations and modeling experience gained at a Big 4 or other reputable consulting firm, investment bank or independent valuation firm  

• Experience conducting a variety of financial analyses and financial modeling specifically for complex financial instruments and complex securities  

• Strong educational background and academic record, including a Bachelor’s or Master’s Degree in Finance, Quantitative Finance, Economics and/or Mathematics  

• Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (Monte Carlo Simulations, Lattice Models, Statistical Analysis, etc.) 

• Demonstrated ability to manage client relationships 

• Previous project team management experience  

• Experience with Octave, Python, MatLab, or other similar financial programming tools
• Experience with Capital IQ 

• Advanced Microsoft Excel skills  

• Strong writing skills and experience with developing presentations and reports using PowerPoint and Microsoft Word 

• Excellent oral and written communication skills  

• Effective project management and organizational skills 

• Ambitious, results driven, self-starter with a desire to thrive in a collaborative entrepreneurial culture 

• Ability to work in a flexible, hybrid work environment (i.e. team members partially working at home and partially working in the office) 

Compensation Statement

The salary range is $160-$180k annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.  Please ask your recruiter for details.