Director, Complex Financial Instruments

Description

A&M Valuation Services Director, Valuation Services – Complex Financial Instruments

About the role

A&M is a premier independent global professional services firm specializing in turnaround management, restructuring, performance improvement, and corporate advisory services. The firm provides valuation expertise to private equity, hedge funds, business development companies, banks, and other financial services companies.

Responsibilities

• End-to-end project management and execution of valuation projects (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 Associates on the financial and tax reporting valuation team
• Serving as a key point of contact for clients, including building consultative relationships
• Determining methodologies/approach to due diligence in conjunction with Managing Directors and/or Senior Directors
• Presenting and communicating valuation conclusions with clients, addressing and clarifying any issues or assumptions
• Leading client meetings and presentations, including due diligence calls
• Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients
• Working with Managing Directors on practice management and business development efforts

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
• 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
• Advanced Microsoft Excel skills
• Strong writing skills and experience with developing presentations and reports using PowerPoint and Microsoft Word
• 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 (partially working at home and partially working in the office)

Benefits

A&M offers competitive benefits and opportunities to support personal and professional development. Click to learn more about A&M’s benefits.