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 is known for its expertise in complex financial instrument valuations, which it provides to private equity, hedge funds, business development companies, banks, and other financial services companies.

What will you be doing?

• 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 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

Who will you be working with?

You will be working 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.

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
• 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 (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.

Culture & Values

At Alvarez & Marsal, our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity. We trust our people to take ownership early, contribute to meaningful challenges, and drive results that matter. We empower growth and champion diverse perspectives. Above all, we value doing the right thing.

Equal Opportunity Employer

Alvarez & Marsal is committed to providing and promoting equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws.