Associate/Senior Associate, Transaction Advisory Services – Financial Services Valuation
Role Overview
The role will be hired at either the Associate or Senior Associate level, with the level determined throughout the evaluation process based on candidate experience and qualifications.
Responsibilities
- Standards of value including fair market value, fair value, intrinsic value, and investment value
- Oversight of ongoing projects and client relationships
- Premises of value including going concern, fair market, and liquidation
- Valuation approaches and methodologies including: Market approach, Sales comparison approach, Income approach, and Asset approach
- Discount/capitalization rates including buildup method, capital asset pricing model, weighted average cost of capital, and other quantitative approaches
- Intangible asset valuations, entity valuation issues regarding C-corporations, S-corporations, partnerships, sole proprietorships
Requirements
- 1+ year of experience with direct experience in performing bank valuations for financial reporting purposes, including valuing loan portfolios, core deposit intangibles and customer relationship intangibles
- Undergraduate degree required, emphasis in Finance, Accounting or Economics preferred
- Valuation experience in other segments of financial services such as: insurance brokerage, specialty finance and mortgage banking a plus
- Progress towards achievement of ASA, CVA, CPA, and/or CFA designation is a plus
- Willingness to travel as needed (less than 25%)
Qualifications
Must be authorized to work in the United States now and in the future without sponsorship. For individuals assigned and/or hired to work in California, Colorado, New York or other states with relevant pay transparency laws, Ankura is required to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the said markets and considers a broad range of factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs.
A reasonable estimate of the current base pay range is between $65,000 to $155,000; this range is not a promise of a particular wage.
Benefits
At Ankura, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each role.
Schedule
This position is hybrid-based and is preferably located in Chicago or Atlanta.
Pay
This position is hybrid-based and is preferably located in Chicago or Atlanta.
Skills
Must be authorized to work in the United States now and in the future without sponsorship. For individuals assigned and/or hired to work in California, Colorado, New York or other states with relevant pay transparency laws, Ankura is required to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the said markets and considers a broad range of factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs.
A reasonable estimate of the current base pay range is between $65,000 to $155,000; this range is not a promise of a particular wage.
Benefits
At Ankura, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each role.
Company Information
Ankura is a team of excellence founded on innovation and growth. Practice Overview Clients depend upon Ankura’s professionals to provide insightful and thorough valuations. Ankura offers a full range of services to clients who depend on us to provide insightful and thorough valuations that enable them to make informed business decisions. Our Financial Services professionals are experienced in many facets of valuation and are skilled at providing expert testimony, as well as defending our valuation before various regulatory bodies and the Internal Revenue Service.
About the Role
Ankura is a team of excellence founded on innovation and growth. Practice Overview Clients depend upon Ankura’s professionals to provide insightful and thorough valuations. Ankura offers a full range of services to clients who depend on us to provide insightful and thorough valuations that enable them to make informed business decisions. Our Financial Services professionals are experienced in many facets of valuation and are skilled at providing expert testimony, as well as defending our valuation before various regulatory bodies and the Internal Revenue Service.