Director, Complex Financial Instruments

Description

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 firm's expertise in valuation analysis, particularly for complex financial instruments, has led to the growth of its Valuation Services group, making it one of the leading players in the industry.

What will you be doing?

• Assist in the valuation of equity compensation, complex capital structures, earnouts, convertible debt, and other complex assets and liabilities.
• Lead a team of Associates and Senior Associates in project execution and report development.
• Oversee financial analysis and the development of narrative reports detailing methodologies, assumptions, and findings.
• Manage client relationships and present valuation conclusions during client meetings and due diligence calls.
• Review and supervise the work of Senior Associates and Associates.
• Collaborate with Managing Directors and Senior Directors on due diligence processes.
• Cultivate and maintain positive relationships with colleagues and clients.
• Participate in practice and business development activities under the guidance of Managing Directors.

Who will you be working with?

You will be working with a diverse and supportive team of professionals at A&M, characterized by openness, entrepreneurial thinking, and mutual respect. The Financial & Tax Reporting team collaborates with a wide range of clients, including large-cap and mid-cap private equity firms, corporate clients, and financial institutions, offering broad industry exposure.

How will you grow and be supported?

• Gain valuable experience across different industries, sectors, and companies on a variety of interesting and critical projects.
• Apply analytical skills in a variety of valuation projects, working closely with experienced professionals for developmental feedback and growth opportunities.
• Grow the practice through practice and business development activities under the guidance of Managing Directors.
• Enjoy competitive benefits and opportunities for personal and professional development.

Core Qualifications

• 7+ years of valuations and modeling experience at a Big 4, reputable consulting firm, investment bank, or independent valuation firm.
• Experience conducting financial analyses and financial modeling for complex financial instruments and securities.
• A strong educational background with a Bachelor’s or Master’s Degree in Finance, Quantitative Finance, Economics, or Mathematics.
• An advanced understanding of financial statements and various valuation methodologies, including Monte Carlo Simulations, Lattice Models, Statistical Analysis, etc.
• Demonstrated ability to manage client relationships and previous project team management experience.
• Experience with financial programming tools like Octave, Python, MatLab, or similar.
• Advanced Microsoft Excel skills.
• Strong writing and presentation skills, including experience with 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.

Compensation Statement

The salary range is $160,000 - $180,000 annually, contingent upon several variables including education, experience, skills, and geography. Additionally, A&M offers a discretionary bonus program based on individual and firm performance. For details, please ask your recruiter.