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 establishment of a dedicated Valuation Services group, which has grown significantly over the years.

What will you be doing?

• Assist in the valuation of equity compensation, complex capital structures, earnouts, convertible debt, and various 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.
• 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 and methodology decisions.
• Create a learning environment by providing coaching and feedback to team members.
• Cultivate and maintain positive relationships with clients and colleagues.
• Participate in practice management and business development activities under the guidance of Managing Directors.

Who will you be working with?

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

How will you grow and be supported?

As a Complex Financial Instruments Valuation Director, you will gain valuable experience across different industries and sectors, assisting management teams in understanding value through critical thinking and research. You will receive formal and on-the-job training, along with developmental feedback and growth opportunities. Additionally, A&M offers competitive benefits and a discretionary bonus program tied to individual and firm performance.

Core Qualifications

• 7+ years of valuations and modeling experience at a Big 4, 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, including a Bachelor’s or Master’s Degree in Finance, Quantitative Finance, Economics, or Mathematics.
• An advanced understanding of financial statements and various valuation methodologies.
• Demonstrated ability to manage client relationships and previous project team management experience.
• Experience with financial programming tools like Octave, Python, MatLab, and advanced Microsoft Excel skills.
• Excellent writing and presentation skills, including proficiency in PowerPoint and Microsoft Word.
• Effective project management and organizational skills.
• Ambitious, results-driven attitude with a desire to thrive in a collaborative entrepreneurial culture.
• The ability to work in a flexible, hybrid work environment.

Compensation Statement

The salary range for this position is $160,000 - $180,000 annually, contingent upon various factors including education, experience, skills, and location. A&M also offers a discretionary bonus program based on individual and firm performance. For more details, please ask your recruiter.