Job Summary:
The Director, Valuation & Capital Markets Analytics - Complex Financial Instruments is responsible for leading, executing, and delivering challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation through project completion. This role is actively engaged in the management of valuation assignments and managing staff in the development of such assignments. In addition, this role will be charged with assisting with business development activities and appraisal reviews.
Job Duties:
- Executes office business development plan in conjunction with the Valuation team
- Builds relationships with key executives and stakeholders in support of the growth of the office business lines and industries
- Leads and manages the valuation services related to a variety of complex financial instruments for financial reporting, tax, strategic planning, and other business purposes
- Oversees client engagement from beginning to end, including but not limited to project set up and other administrative items, management of team members, communications, and presentations with the client
- Critically reviews model functionality, evaluates, and documents the methodology employed, assumptions used, and conclusions reached
- Ensures quality controls and risk management procedures are adhered to in association with all client communication and work products
- Participates in internal and external client meetings
- Other duties as required
Supervisory Responsibilities:
- Supervises the day-to-day workload of VCMA Staff on assigned engagements and reviews work product
- Ensures VCMA Staff are trained on all relevant valuation databases and models.
- Evaluates the performance of VCMA Staff and assists in the development of goals and objectives to enhance professional development
- Delivers periodic performance feedback and completes performance evaluations for VCMA Staff
- Acts as Career Advisor to VCMA Staff, as appropriate
Qualifications, Knowledge, Skills, and Abilities:
Education:
- Bachelor's degree, required; focus in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, Computer Science, Statistics, Economics, preferred
- Master's in Financial Engineering, Mathematics, Statistics, preferred
Experience:
- Experience with valuation of complex financial instruments (complex securities) or derivatives, required
- Experience in financial reporting valuation and appraisal review, required
- Eight (8) or more years of experience within an accounting firm, independent advisory firm, bank, or other financial services firm, preferred
- Experience in business valuation and intangible assets, preferred
- Experience with earnouts, convertible debt, warrants, Total Shareholder Return (TSR) and Employee Stock Option (ESO) grants, private company equity securities, hybrid instruments, or structured products, preferred
License/Certifications:
- CFA, FRM, QRM, ASA or other valuation industry credentials, preferred
Software:
- Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required
- Prior experience with Capital IQ and Bloomberg, preferred
- Prior experience with Macro/VBA, R, Python, Intex, Moody's Analytics, and other industry software, preferred
Other Knowledge, Skills, & Abilities:
- Superior verbal and written communication skills
- Superior analytical and research skills
- Solid organizational skills, especially the ability to meet project deadlines with a focus on details
- Ability to successfully multi-task while working independently or within a group environment
- Ability to work in a deadline-driven environment and handle multiple projects simultaneously
- Ability to effectively manage a team of valuation professionals and delegate work assignments as needed
- Capacity to build and maintain strong relationships with internal and client personnel
- Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
- Executive presence and ability to act as primary contact on assigned engagements
- Ability to successfully interact with professionals at all levels
- Ability for intermittent travel within the US and internationally required
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